Original filing (PDF)20240905101432NAL0034722672001

MODICA & ASSOCIATES, INC

Name: MODICA & ASSOCIATES, INC — MODICA & ASSOCIATES, INC PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: MODICA & ASSOCIATES, INC

Form 5500-SF

FILING_RECEIVED

MODICA & ASSOCIATES, INC PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MODICA & ASSOCIATES, INC.

Plan sponsor

Name

MODICA & ASSOCIATES, INC

EIN

59-3386650

Address

302 MOHAWK ROAD · CLERMONT, FL · 34715

Phone

(352) 394-2000

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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