Modern Group Ltd Employee Stock Ownership Plan — Form 5500 plan (Modern Group Ltd)
Plain-English plan 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, Modern Group Ltd Employee Stock Ownership Plan is a benefit plan reported by Modern Group Ltd under EIN 23-2116893 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $14,071,750 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Modern Group Ltd
- EIN
- 23-2116893
- Plan number
- 001
- Plan type
- 2
- Location
- Bristol, PA
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $14,071,750
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H | 20250729152052NAL0005018640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,071,750
- Total liabilities (EOY)
- $2,286
- Net assets (EOY)
- $14,069,464
- Net assets (BOY)
- $13,547,571
Income & contributions
- Employer contributions
- $1,067,218
- Total contributions
- $1,067,218
- Total income / additions
- $1,589,137
Expenses & distributions
- Benefits paid
- $1,067,244
- Administrative expenses
- $0
- Total expenses
- $1,067,244
- Net increase / (decrease)
- $521,893
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.