Moda Partners, Inc. Employee Retirement Plan — Form 5500 plan (Moda Partners, 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, Moda Partners, Inc. Employee Retirement Plan is a benefit plan reported by Moda Partners, Inc. under EIN 93-1083363 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,728 participants and $187,598,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moda Partners, Inc.
EIN
93-1083363
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
1,728
End-of-year plan assets
$187,598,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,728H, C20241015141850NAL0016601683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$187,598,647
Total liabilities (EOY)
$1,215
Net assets (EOY)
$187,597,432
Net assets (BOY)
$155,001,627

Income & contributions

Employer contributions
$6,408,311
Participant contributions
$7,897,659
Total contributions
$15,027,822
Total income / additions
$40,637,743

Expenses & distributions

Benefits paid
$7,116,448
Administrative expenses
$301,484
Total expenses
$7,417,932
Net increase / (decrease)
$33,219,811

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Retirement Plan CompanyNONE$210,323$02023
Charles Schwab BankNONE$51,813$02023
R.V. Kuhns & AssociatesNONE$39,408not reported in the loaded dataset2023

Related Form 5500 pages