Modigent LLC 401(K) Plan — Form 5500 plan (Modigent 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, Modigent LLC 401(K) Plan is a benefit plan reported by Modigent LLC under EIN 86-1027390 and plan number 001. The latest loaded filing year is 2023. The filing reports 857 participants and $29,927,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Modigent LLC
- EIN
- 86-1027390
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 857
- End-of-year plan assets
- $29,927,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 857 | H, C | 20250425120016NAL0008841713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,927,004
- Net assets (EOY)
- $29,927,004
- Net assets (BOY)
- $13,278,640
Income & contributions
- Employer contributions
- $1,877,345
- Participant contributions
- $3,605,520
- Total contributions
- $7,271,020
- Total income / additions
- $10,816,695
Expenses & distributions
- Benefits paid
- $2,469,888
- Administrative expenses
- $176,455
- Total expenses
- $2,646,343
- Net increase / (decrease)
- $8,170,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assetmark Retirement Services, Inc. | NONE | $167,743 | not reported in the loaded dataset | 2023 |