2023 Form 5500 filing — Judy Madrigal & Associates 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 20241015172313NAL0015165075002) for Judy Madrigal & Associates 401(K) Plan, reported by Judy Madrigal & Associates under EIN 94-3140443 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172313NAL0015165075002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Judy Madrigal & Associates
- EIN
- 94-3140443
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,207,965
- Total liabilities (EOY)
- $4,181
- Net assets (EOY)
- $20,203,784
- Employer contributions
- $573,514
- Participant contributions
- $910,654
- Total income / additions
- $4,796,101
- Benefits paid
- $1,736,106
- Administrative expenses
- $153,065
- Total expenses
- $1,889,171
- Net increase / (decrease)
- $2,906,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $151,835 | $0 |
| Abd Retirement Services, Inc. | INVESTMENT ADVISOR | $64,533 | $0 |
| C-Ben Group | CONTRACT ADMIN | $0 | $38,408 |