Modernistic, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Modernistic, Inc. (EIN 41-0879039) is a plan sponsor located in Stillwater, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0879039
Location
Stillwater, MN
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,446,802
Total reported liabilities (EOY)
$647,978
Total reported net assets (EOY)
$12,798,824

Contributions & income

Employer contributions
$95,642
Participant contributions
$314,161
Total income / additions
$2,324,846

Expenses & distributions

Benefits paid / distributions
$973,861
Total expenses
$975,833
Net increase / (decrease)
$1,349,013

Coverage

Total reported participants
146
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Modernistic, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Modernistic, Inc. Profit Sharing And 401(K) Plan001146$13,446,8022023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Modernistic, Inc.
YearPlanParticipantsSchedulesFiling
2023Modernistic, Inc. Profit Sharing And 401(K) Plan146H, C20241003143304NAL0010664289001

Related Form 5500 pages