2023 Form 5500 filing — Madison Marquette 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011165809NAL0022385137001) for Madison Marquette 401(K) Plan, reported by Madison Realty Corporation under EIN 31-1670746 and plan number 001. It reports 1,040 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011165809NAL0022385137001
Filing year
2023
Form type
2
Plan sponsor
Madison Realty Corporation
EIN
31-1670746
Plan number
001
Location
Washington, DC
Participants
1,040
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$48,843,263
Total liabilities (EOY)
$0
Net assets (EOY)
$48,843,263
Employer contributions
$369,549
Participant contributions
$1,165,048
Total income / additions
$9,334,600
Benefits paid
$11,228,262
Administrative expenses
$37,186
Total expenses
$11,317,051
Net increase / (decrease)
-$1,982,451
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alliance Benefit GroupN/A$37,186$0

Related Form 5500 pages