2023 Form 5500 filing — The Connectme 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 20241014140646NAL0053876466002) for The Connectme 401(K) Plan, reported by Modern Hr, Inc. under EIN 81-0741257 and plan number 002. It reports 15,664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140646NAL0053876466002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Modern Hr, Inc.
- EIN
- 81-0741257
- Plan number
- 002
- Location
- Burbank, CA
- Participants
- 15,664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,133,902
- Net assets (EOY)
- $93,133,902
- Employer contributions
- $2,026,325
- Participant contributions
- $9,852,832
- Total income / additions
- $28,202,977
- Benefits paid
- $16,836,252
- Administrative expenses
- $388,459
- Total expenses
- $17,820,462
- Net increase / (decrease)
- $10,382,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $347,959 | $0 |
| Kaye Capital Management | ADVISOR | $40,500 | not reported in the loaded dataset |