Madison Marquette 401(K) Plan — Form 5500 plan (Madison Realty Corporation)

Plain-English plan 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, Madison Marquette 401(K) Plan is a benefit plan reported by Madison Realty Corporation under EIN 31-1670746 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,040 participants and $48,843,263 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Madison Realty Corporation
EIN
31-1670746
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
1,040
End-of-year plan assets
$48,843,263

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,040H, C20241011165809NAL0022385137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,843,263
Total liabilities (EOY)
$0
Net assets (EOY)
$48,843,263
Net assets (BOY)
$50,825,714

Income & contributions

Employer contributions
$369,549
Participant contributions
$1,165,048
Total contributions
$1,746,150
Total income / additions
$9,334,600

Expenses & distributions

Benefits paid
$11,228,262
Administrative expenses
$37,186
Total expenses
$11,317,051
Net increase / (decrease)
-$1,982,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Benefit GroupN/A$37,186$02023

Related Form 5500 pages