2023 Form 5500 filing — Modern Technology Solutions, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731081636NAL0021918737001) for Modern Technology Solutions, Inc. 401(K) Plan, reported by Modern Technology Solutions Inc under EIN 54-1670018 and plan number 001. It reports 2,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240731081636NAL0021918737001
Filing year
2023
Form type
2
Plan sponsor
Modern Technology Solutions Inc
EIN
54-1670018
Plan number
001
Location
Alexandria, VA
Participants
2,012
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$324,272,381
Total liabilities (EOY)
$0
Net assets (EOY)
$324,272,381
Employer contributions
$12,910,008
Participant contributions
$24,879,676
Total income / additions
$94,008,232
Benefits paid
$21,299,560
Administrative expenses
$417,537
Total expenses
$21,721,563
Net increase / (decrease)
$72,286,669
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$416,964$0
Lincoln Financial Advisors CorporatOTHER SERVICES$0$166,870
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$0

Related Form 5500 pages