Modus Advisors LLC
Plan context: Modus Advisors 401(K) Plan
EIN 37-1566410 • Excelsior, MN • 17 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$6,725,491
2025 Contributions
$231,564
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $6,725,491 | $231,564 | $28,946iApproximate average salary by contribution assumption: employee only about $723,638 at 4% or $482,425 at 6%; with 50% employer match about $482,425 at 4% or $321,617 at 6%; with 100% employer match about $361,819 at 4% or $241,213 at 6%. |
| Modus Advisors 401(K) Plan | - | 8 | $6,725,491 | $231,564 | $28,946iApproximate average salary by contribution assumption: employee only about $723,638 at 4% or $482,425 at 6%; with 50% employer match about $482,425 at 4% or $321,617 at 6%; with 100% employer match about $361,819 at 4% or $241,213 at 6%. |
| 2024 | 1 | 9 | $5,909,888 | $175,058 | $19,451iApproximate average salary by contribution assumption: employee only about $486,272 at 4% or $324,181 at 6%; with 50% employer match about $324,181 at 4% or $216,121 at 6%; with 100% employer match about $243,136 at 4% or $162,091 at 6%. |
| Modus Advisors 401(K) Plan | - | 9 | $5,909,888 | $175,058 | $19,451iApproximate average salary by contribution assumption: employee only about $486,272 at 4% or $324,181 at 6%; with 50% employer match about $324,181 at 4% or $216,121 at 6%; with 100% employer match about $243,136 at 4% or $162,091 at 6%. |
| 2023 | 1 | 7 | $4,781,115 | $150,688 | $21,527iApproximate average salary by contribution assumption: employee only about $538,171 at 4% or $358,781 at 6%; with 50% employer match about $358,781 at 4% or $239,187 at 6%; with 100% employer match about $269,086 at 4% or $179,390 at 6%. |
| Modus Advisors 401(K) Plan | - | 7 | $4,781,115 | $150,688 | $21,527iApproximate average salary by contribution assumption: employee only about $538,171 at 4% or $358,781 at 6%; with 50% employer match about $358,781 at 4% or $239,187 at 6%; with 100% employer match about $269,086 at 4% or $179,390 at 6%. |
| 2022 | 1 | 6 | $3,808,520 | $260,564 | $43,427iApproximate average salary by contribution assumption: employee only about $1,085,683 at 4% or $723,789 at 6%; with 50% employer match about $723,789 at 4% or $482,526 at 6%; with 100% employer match about $542,842 at 4% or $361,894 at 6%. |
| Modus Advisors 401(K) Plan | - | 6 | $3,808,520 | $260,564 | $43,427iApproximate average salary by contribution assumption: employee only about $1,085,683 at 4% or $723,789 at 6%; with 50% employer match about $723,789 at 4% or $482,526 at 6%; with 100% employer match about $542,842 at 4% or $361,894 at 6%. |
| 2021 | 1 | 7 | $4,516,756 | $208,140 | $29,734iApproximate average salary by contribution assumption: employee only about $743,357 at 4% or $495,571 at 6%; with 50% employer match about $495,571 at 4% or $330,381 at 6%; with 100% employer match about $371,679 at 4% or $247,786 at 6%. |
| Modus Advisors 401(K) Plan | - | 7 | $4,516,756 | $208,140 | $29,734iApproximate average salary by contribution assumption: employee only about $743,357 at 4% or $495,571 at 6%; with 50% employer match about $495,571 at 4% or $330,381 at 6%; with 100% employer match about $371,679 at 4% or $247,786 at 6%. |
| 2020 | 1 | 6 | $3,880,150 | $181,818 | $30,303iApproximate average salary by contribution assumption: employee only about $757,575 at 4% or $505,050 at 6%; with 50% employer match about $505,050 at 4% or $336,700 at 6%; with 100% employer match about $378,788 at 4% or $252,525 at 6%. |
| Modus Advisors 401(K) Plan | - | 6 | $3,880,150 | $181,818 | $30,303iApproximate average salary by contribution assumption: employee only about $757,575 at 4% or $505,050 at 6%; with 50% employer match about $505,050 at 4% or $336,700 at 6%; with 100% employer match about $378,788 at 4% or $252,525 at 6%. |
| 2019 | 1 | 5 | $3,074,132 | $248,152 | $49,630iApproximate average salary by contribution assumption: employee only about $1,240,760 at 4% or $827,173 at 6%; with 50% employer match about $827,173 at 4% or $551,449 at 6%; with 100% employer match about $620,380 at 4% or $413,587 at 6%. |
| Modus Advisors 401(K) Plan | - | 5 | $3,074,132 | $248,152 | $49,630iApproximate average salary by contribution assumption: employee only about $1,240,760 at 4% or $827,173 at 6%; with 50% employer match about $827,173 at 4% or $551,449 at 6%; with 100% employer match about $620,380 at 4% or $413,587 at 6%. |
| 2018 | 1 | 5 | $2,285,890 | $150,477 | $30,095iApproximate average salary by contribution assumption: employee only about $752,385 at 4% or $501,590 at 6%; with 50% employer match about $501,590 at 4% or $334,393 at 6%; with 100% employer match about $376,193 at 4% or $250,795 at 6%. |
| Modus Advisors 401(K) Plan | - | 5 | $2,285,890 | $150,477 | $30,095iApproximate average salary by contribution assumption: employee only about $752,385 at 4% or $501,590 at 6%; with 50% employer match about $501,590 at 4% or $334,393 at 6%; with 100% employer match about $376,193 at 4% or $250,795 at 6%. |
| 2017 | 1 | 5 | $2,301,299 | $99,339 | $19,868iApproximate average salary by contribution assumption: employee only about $496,695 at 4% or $331,130 at 6%; with 50% employer match about $331,130 at 4% or $220,753 at 6%; with 100% employer match about $248,348 at 4% or $165,565 at 6%. |
| Modus Advisors 401(K) Plan | - | 5 | $2,301,299 | $99,339 | $19,868iApproximate average salary by contribution assumption: employee only about $496,695 at 4% or $331,130 at 6%; with 50% employer match about $331,130 at 4% or $220,753 at 6%; with 100% employer match about $248,348 at 4% or $165,565 at 6%. |
| 2016 | 1 | 3 | $1,798,725 | $103,686 | $34,562iApproximate average salary by contribution assumption: employee only about $864,050 at 4% or $576,033 at 6%; with 50% employer match about $576,033 at 4% or $384,022 at 6%; with 100% employer match about $432,025 at 4% or $288,017 at 6%. |
| Modus Advisors 401(K) Plan | - | 3 | $1,798,725 | $103,686 | $34,562iApproximate average salary by contribution assumption: employee only about $864,050 at 4% or $576,033 at 6%; with 50% employer match about $576,033 at 4% or $384,022 at 6%; with 100% employer match about $432,025 at 4% or $288,017 at 6%. |
| 2015 | 1 | 3 | $1,635,498 | $57,023 | $19,008iApproximate average salary by contribution assumption: employee only about $475,192 at 4% or $316,794 at 6%; with 50% employer match about $316,794 at 4% or $211,196 at 6%; with 100% employer match about $237,596 at 4% or $158,397 at 6%. |
| Modus Advisors 401(K) Plan | - | 3 | $1,635,498 | $57,023 | $19,008iApproximate average salary by contribution assumption: employee only about $475,192 at 4% or $316,794 at 6%; with 50% employer match about $316,794 at 4% or $211,196 at 6%; with 100% employer match about $237,596 at 4% or $158,397 at 6%. |
| 2014 | 1 | 4 | $1,580,897 | $73,313 | $18,328iApproximate average salary by contribution assumption: employee only about $458,206 at 4% or $305,471 at 6%; with 50% employer match about $305,471 at 4% or $203,647 at 6%; with 100% employer match about $229,103 at 4% or $152,735 at 6%. |
| Modus Advisors 401(K) Plan | - | 4 | $1,580,897 | $73,313 | $18,328iApproximate average salary by contribution assumption: employee only about $458,206 at 4% or $305,471 at 6%; with 50% employer match about $305,471 at 4% or $203,647 at 6%; with 100% employer match about $229,103 at 4% or $152,735 at 6%. |
| 2013 | 1 | 4 | $1,423,013 | $71,017 | $17,754iApproximate average salary by contribution assumption: employee only about $443,856 at 4% or $295,904 at 6%; with 50% employer match about $295,904 at 4% or $197,269 at 6%; with 100% employer match about $221,928 at 4% or $147,952 at 6%. |
| Modus Advisors 401(K) Plan | - | 4 | $1,423,013 | $71,017 | $17,754iApproximate average salary by contribution assumption: employee only about $443,856 at 4% or $295,904 at 6%; with 50% employer match about $295,904 at 4% or $197,269 at 6%; with 100% employer match about $221,928 at 4% or $147,952 at 6%. |
| 2012 | 1 | 4 | $1,141,678 | $65,105 | $16,276iApproximate average salary by contribution assumption: employee only about $406,906 at 4% or $271,271 at 6%; with 50% employer match about $271,271 at 4% or $180,847 at 6%; with 100% employer match about $203,453 at 4% or $135,635 at 6%. |
| Modus Advisors 401(K) Plan | - | 4 | $1,141,678 | $65,105 | $16,276iApproximate average salary by contribution assumption: employee only about $406,906 at 4% or $271,271 at 6%; with 50% employer match about $271,271 at 4% or $180,847 at 6%; with 100% employer match about $203,453 at 4% or $135,635 at 6%. |
| 2011 | 1 | 4 | $918,842 | $55,727 | $13,932iApproximate average salary by contribution assumption: employee only about $348,294 at 4% or $232,196 at 6%; with 50% employer match about $232,196 at 4% or $154,797 at 6%; with 100% employer match about $174,147 at 4% or $116,098 at 6%. |
| Modus Advisors 401(K) Plan | - | 4 | $918,842 | $55,727 | $13,932iApproximate average salary by contribution assumption: employee only about $348,294 at 4% or $232,196 at 6%; with 50% employer match about $232,196 at 4% or $154,797 at 6%; with 100% employer match about $174,147 at 4% or $116,098 at 6%. |
| 2010 | 1 | 4 | $904,376 | $46,367 | $11,592iApproximate average salary by contribution assumption: employee only about $289,794 at 4% or $193,196 at 6%; with 50% employer match about $193,196 at 4% or $128,797 at 6%; with 100% employer match about $144,897 at 4% or $96,598 at 6%. |
| Modus Advisors 401(K) Plan | - | 4 | $904,376 | $46,367 | $11,592iApproximate average salary by contribution assumption: employee only about $289,794 at 4% or $193,196 at 6%; with 50% employer match about $193,196 at 4% or $128,797 at 6%; with 100% employer match about $144,897 at 4% or $96,598 at 6%. |
| 2009 | 1 | 3 | $752,565 | $632,374 | $210,791iApproximate average salary by contribution assumption: employee only about $5,269,783 at 4% or $3,513,189 at 6%; with 50% employer match about $3,513,189 at 4% or $2,342,126 at 6%; with 100% employer match about $2,634,892 at 4% or $1,756,594 at 6%. |
| Modus Advisors 401(K) Plan | - | 3 | $752,565 | $632,374 | $210,791iApproximate average salary by contribution assumption: employee only about $5,269,783 at 4% or $3,513,189 at 6%; with 50% employer match about $3,513,189 at 4% or $2,342,126 at 6%; with 100% employer match about $2,634,892 at 4% or $1,756,594 at 6%. |