Modsquad, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Modsquad, 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, Modsquad, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Modsquad, Inc. under EIN 80-0196337 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $5,527,997 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Modsquad, Inc.
EIN
80-0196337
Plan number
001
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
308
End-of-year plan assets
$5,527,997

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20240912165613NAL0017687778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,527,997
Total liabilities (EOY)
$0
Net assets (EOY)
$5,527,997
Net assets (BOY)
$4,064,144

Income & contributions

Employer contributions
$405,451
Participant contributions
$774,695
Total contributions
$1,185,201
Total income / additions
$1,961,884

Expenses & distributions

Benefits paid
$447,737
Administrative expenses
$41,806
Total expenses
$498,031
Net increase / (decrease)
$1,463,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Benefits & Ins Services IncCONTRACT ADMIN$19,916not reported in the loaded dataset2023
Cbiz Investment Advisory ServicesINVESTMENT ADVISOR$15,712not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORDKEEPER$3,220$02023
Empower Advisory Group LLCINVESTMENT MGMT$2,958not reported in the loaded dataset2023

Related Form 5500 pages