Modern Meadow, Inc. 401(K) Plan — Form 5500 plan (Modern Meadow, 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 Meadow, Inc. 401(K) Plan is a benefit plan reported by Modern Meadow, Inc. under EIN 45-2927254 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $7,243,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Modern Meadow, Inc.
- EIN
- 45-2927254
- Plan number
- 001
- Plan type
- 2
- Location
- Nutley, NJ
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $7,243,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241008111001NAL0029624688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,243,164
- Total liabilities (EOY)
- $5,179
- Net assets (EOY)
- $7,237,985
- Net assets (BOY)
- $4,944,105
Income & contributions
- Employer contributions
- $486,569
- Participant contributions
- $1,075,261
- Total contributions
- $1,928,948
- Total income / additions
- $2,955,207
Expenses & distributions
- Benefits paid
- $659,170
- Administrative expenses
- $2,157
- Total expenses
- $661,327
- Net increase / (decrease)
- $2,293,880
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisors LLC | SERVICE PROVIDER | $0 | $30,352 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $989 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $580 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Modern Meadow, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Nutley, NJ
- Cetera Advisors LLC — Schedule C compensation
- Morningstar — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation