2023 Form 5500 filing — Price Modern, LLC 401(K) Retirement 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 20241014095059NAL0044051696001) for Price Modern, LLC 401(K) Retirement Plan, reported by Price Modern, LLC under EIN 30-0028117 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095059NAL0044051696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Price Modern, LLC
- EIN
- 30-0028117
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,388,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,388,338
- Participant contributions
- $1,193,710
- Total income / additions
- $4,142,684
- Benefits paid
- $2,545,894
- Administrative expenses
- $71,013
- Total expenses
- $2,624,662
- Net increase / (decrease)
- $1,518,022
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Wealth Mgmt., LLC | N/A | $42,329 | not reported in the loaded dataset |
| Nwps | N/A | $28,684 | not reported in the loaded dataset |