Modern Office Methods Inc. Savings And Investment Plan — Form 5500 plan (Modern Office Methods, Inc.)
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 Office Methods Inc. Savings And Investment Plan is a benefit plan reported by Modern Office Methods, Inc. under EIN 31-1479207 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $19,194,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Modern Office Methods, Inc.
- EIN
- 31-1479207
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $19,194,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240910124850NAL0005650929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,194,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,194,281
- Net assets (BOY)
- $16,626,911
Income & contributions
- Employer contributions
- $320,579
- Participant contributions
- $1,388,227
- Total contributions
- $1,978,007
- Total income / additions
- $4,837,179
Expenses & distributions
- Benefits paid
- $2,200,753
- Administrative expenses
- $69,056
- Total expenses
- $2,269,809
- Net increase / (decrease)
- $2,567,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $60,635 | $0 | 2023 |
| Horan Securities Inc | BROKER/ADVISER | $0 | $33,031 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,421 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Modern Office Methods, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Horan Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation