Price Modern, LLC 401(K) Retirement Plan — Form 5500 plan (Price Modern, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Price Modern, LLC 401(K) Retirement Plan is a benefit plan reported by Price Modern, LLC under EIN 30-0028117 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $18,388,338 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Price Modern, LLC
EIN
30-0028117
Plan number
001
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
255
End-of-year plan assets
$18,388,338

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023255H, C20241014095059NAL0044051696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,388,338
Total liabilities (EOY)
$0
Net assets (EOY)
$18,388,338
Net assets (BOY)
$16,870,316

Income & contributions

Participant contributions
$1,193,710
Total contributions
$1,203,893
Total income / additions
$4,142,684

Expenses & distributions

Benefits paid
$2,545,894
Administrative expenses
$71,013
Total expenses
$2,624,662
Net increase / (decrease)
$1,518,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Wealth Mgmt., LLCN/A$42,329not reported in the loaded dataset2023
NwpsN/A$28,684not reported in the loaded dataset2023

Related Form 5500 pages