Modern Forge Companies Employee Retirement Benefit Plan — Form 5500 plan (Modern Forge Services, 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, Modern Forge Companies Employee Retirement Benefit Plan is a benefit plan reported by Modern Forge Services, LLC under EIN 36-4773498 and plan number 002. The latest loaded filing year is 2023. The filing reports 823 participants and $69,113,172 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$69.1MPlan net assets, end of year$69,113,172
Participants823Covered participants reported
Assets / participant$84KComputed: assets ÷ participants$83,977 (computed)
Provider compensation$91.5K3 Schedule C provider row(s)$91,494
- Plan sponsor
- Modern Forge Services, LLC
- EIN
- 36-4773498
- Plan number
- 002
- Plan type
- 2
- Location
- Blue Island, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 823 | H, C | 20250121081258NAL0003341121001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$69.1M total assets
Net assets$69.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $69,113,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,113,172
- Net assets (BOY)
- $65,920,932
Income & contributions
- Employer contributions
- $875,791
- Participant contributions
- $1,984,595
- Total contributions
- $3,350,148
- Total income / additions
- $10,680,415
Expenses & distributions
- Benefits paid
- $7,382,963
- Administrative expenses
- $92,597
- Total expenses
- $7,488,175
- Net increase / (decrease)
- $3,192,240
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | OTHER | $91,194 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | OTHER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Modern Forge Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Blue Island, IL
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation