Modern Manufacturing & Engineering Inc. Retirement/Savings Plan — Form 5500 plan (Modern Manufacturing & Engineering Inc.)
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 Manufacturing & Engineering Inc. Retirement/Savings Plan is a benefit plan reported by Modern Manufacturing & Engineering Inc. under EIN 41-1775912 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $15,479,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Modern Manufacturing & Engineering Inc.
- EIN
- 41-1775912
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn Park, MN
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $15,479,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20240905121101NAL0034937216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,479,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,479,213
- Net assets (BOY)
- $13,375,403
Income & contributions
- Employer contributions
- $185,394
- Participant contributions
- $921,598
- Total contributions
- $1,114,363
- Total income / additions
- $3,303,647
Expenses & distributions
- Benefits paid
- $1,121,351
- Administrative expenses
- $78,160
- Total expenses
- $1,199,837
- Net increase / (decrease)
- $2,103,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | ADVISOR | $34,362 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $31,739 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $12,058 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Modern Manufacturing & Engineering Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Brooklyn Park, MN
- Cliftonlarsonallen Wealth Advisors — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation