Original filing (PDF)20240425084219NAL0019122176001

Modern Benefits LLC

Name: Modern Benefits LLC — Modern Benefits LLC 401(k), Form 5500 (2023)
Creator: Modern Benefits LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Modern Benefits LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Modern Benefits LLC's Modern Benefits LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

John Capozzi signed Modern Benefits LLC's 2023 Form 5500 as plan administrator.

John Capozzi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Modern Benefits LLC's EIN is 83-4289027.

EIN 83-4289027

Plan number 001

Plan year 2023

ACK ID 20240425084219NAL0019122176001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Modern Benefits LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Modern Benefits LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MODERN BENEFITS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score