Modern Method Gunite, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Modern Method Gunite, 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 Method Gunite, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Modern Method Gunite, Inc. under EIN 76-0008170 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $19,853,270 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.9MPlan net assets, end of year$19,853,270
Participants199Covered participants reported
Assets / participant$99.8KComputed: assets ÷ participants$99,765 (computed)
Provider compensation$89.7K5 Schedule C provider row(s)$89,735
Plan sponsor
Modern Method Gunite, Inc.
EIN
76-0008170
Plan number
001
Plan type
2
Location
Tomball, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20250415164810NAL0003598065001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$634.5K
Benefits paid / distributions$568.3K
Contributions
Employer$987.7K
Participant$593.8K
Full reported line items

Net assets

Total assets (EOY)
$19,853,270
Total liabilities (EOY)
$0
Net assets (EOY)
$19,853,270
Net assets (BOY)
$16,287,869

Income & contributions

Employer contributions
$987,669
Participant contributions
$593,826
Total contributions
$1,649,022
Total income / additions
$4,199,904

Expenses & distributions

Benefits paid
$568,262
Administrative expenses
$66,241
Total expenses
$634,503
Net increase / (decrease)
$3,565,401
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 62%Participant 38%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$46,693$02023
Lpl FinancialINVESTMENT ADVISOR$28,979not reported in the loaded dataset2023
Nova 401(K) AssociatesCONTRACT ADMIN$2,675$8,8572023
John Hancock Life Insurance CompanyRECORDKEEPER$1,743not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$788not reported in the loaded dataset2023

Related Form 5500 pages