Modern Animal, Inc 401(K) Plan — Form 5500 plan (Modern Animal, 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 Animal, Inc 401(K) Plan is a benefit plan reported by Modern Animal, Inc under EIN 83-2852592 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $4,866,202 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.9MPlan net assets, end of year$4,866,202
Participants214Covered participants reported
Assets / participant$22.7KComputed: assets ÷ participants$22,739 (computed)
Provider compensation$23.6K3 Schedule C provider row(s)$23,629
Plan sponsor
Modern Animal, Inc
EIN
83-2852592
Plan number
001
Plan type
2
Location
Culver City, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023214H, C20260416165121NAL0018447265001
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)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$244.7K
Benefits paid / distributions$160.1K
Contributions
Employer$543K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$4,866,202
Total liabilities (EOY)
$0
Net assets (EOY)
$4,866,202
Net assets (BOY)
$1,689,470

Income & contributions

Employer contributions
$542,959
Participant contributions
$1,248,537
Total contributions
$2,848,818
Total income / additions
$3,421,416

Expenses & distributions

Benefits paid
$160,122
Administrative expenses
$22,119
Total expenses
$244,684
Net increase / (decrease)
$3,176,732
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 30%Participant 70%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income5%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$14,446$02023
Regatta Capital Group LLCINVESTMENT ADVISOR$8,817not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$366not reported in the loaded dataset2023

Related Form 5500 pages