2023 Form 5500 filing — Madison Creek Partners 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 20260420131712NAL0001394225001) for Madison Creek Partners 401(K) Plan, reported by Madison Creek Partners under EIN 47-1931870 and plan number 001. It reports 1,006 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260420131712NAL0001394225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Madison Creek Partners
- EIN
- 47-1931870
- Plan number
- 001
- Location
- Mission Viejo, CA
- Participants
- 1,006
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,013,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,013,435
- Participant contributions
- $1,735,575
- Total income / additions
- $2,232,084
- Benefits paid
- $284,622
- Administrative expenses
- $44,509
- Total expenses
- $331,333
- Net increase / (decrease)
- $1,900,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,508 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $5,303 |