2023 Form 5500 filing — Modern Group Ltd. Employee Savings 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 20250729134526NAL0007667810001) for Modern Group Ltd. Employee Savings Plan, reported by Modern Group Ltd. under EIN 23-2116893 and plan number 002. It reports 430 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250729134526NAL0007667810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Modern Group Ltd.
- EIN
- 23-2116893
- Plan number
- 002
- Location
- Bristol, PA
- Participants
- 430
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,816,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,816,710
- Employer contributions
- $88,659
- Participant contributions
- $1,773,500
- Total income / additions
- $10,320,696
- Benefits paid
- $2,950,523
- Administrative expenses
- $53,869
- Total expenses
- $3,004,392
- Net increase / (decrease)
- $7,316,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $35,643 | $0 |
| Vanguard Advisers Inc. | NONE | $18,817 | not reported in the loaded dataset |