The Connectme 401(K) Plan — Form 5500 plan (Modern Hr, 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, The Connectme 401(K) Plan is a benefit plan reported by Modern Hr, Inc. under EIN 81-0741257 and plan number 002. The latest loaded filing year is 2023. The filing reports 15,664 participants and $93,133,902 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Modern Hr, Inc.
EIN
81-0741257
Plan number
002
Plan type
3
Location
Burbank, CA
Latest filing year
2023
Participants
15,664
End-of-year plan assets
$93,133,902

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,664H, C20241014140646NAL0053876466002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,133,902
Net assets (EOY)
$93,133,902
Net assets (BOY)
$85,982,854

Income & contributions

Employer contributions
$2,026,325
Participant contributions
$9,852,832
Total contributions
$15,308,470
Total income / additions
$28,202,977

Expenses & distributions

Benefits paid
$16,836,252
Administrative expenses
$388,459
Total expenses
$17,820,462
Net increase / (decrease)
$10,382,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$347,959$02023
Kaye Capital ManagementADVISOR$40,500not reported in the loaded dataset2023

Related Form 5500 pages