2023 Form 5500 filing — Medford Leas 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 20241029151134NAL0010088418001) for Medford Leas 401(K) Plan, reported by The Estaugh T/A Medford Leas under EIN 21-0633410 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.5MReported net assets$20,509,238
Participants438
Provider compensation$130.1K3 Schedule C row(s)$130,054
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241029151134NAL0010088418001
- Plan sponsor
- The Estaugh T/A Medford Leas
- EIN
- 21-0633410
- Plan number
- 001
- Location
- Medford, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.5M total assets
Net assets$20.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $20,509,238
- Net assets (EOY)
- $20,509,238
- Employer contributions
- $423,962
- Participant contributions
- $893,624
- Total income / additions
- $4,236,765
- Benefits paid
- $2,379,745
- Administrative expenses
- $130,054
- Total expenses
- $2,509,799
- Net increase / (decrease)
- $1,726,966
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Chase Mercer Investments, | INVESTMENT MANAGEMENT | $66,442 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $63,612 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |