2023 Form 5500 filing — Modern Forge Companies Employee Retirement Benefit 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 20250121081258NAL0003341121001) for Modern Forge Companies Employee Retirement Benefit Plan, reported by Modern Forge Services, LLC under EIN 36-4773498 and plan number 002. It reports 823 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121081258NAL0003341121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Modern Forge Services, LLC
- EIN
- 36-4773498
- Plan number
- 002
- Location
- Blue Island, IL
- Participants
- 823
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,113,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,113,172
- Employer contributions
- $875,791
- Participant contributions
- $1,984,595
- Total income / additions
- $10,680,415
- Benefits paid
- $7,382,963
- Administrative expenses
- $92,597
- Total expenses
- $7,488,175
- Net increase / (decrease)
- $3,192,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | OTHER | $91,194 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | OTHER | $0 | $0 |