Thirty Madison 401(K) Plan — Form 5500 plan (Thirty Madison, Inc.)

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, Thirty Madison 401(K) Plan is a benefit plan reported by Thirty Madison, Inc. under EIN 81-3709209 and plan number 001. The latest loaded filing year is 2023. The filing reports 857 participants and $18,898,881 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thirty Madison, Inc.
EIN
81-3709209
Plan number
001
Plan type
3
Location
New York, NY
Latest filing year
2023
Participants
857
End-of-year plan assets
$18,898,881

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023857H, C20241011163742NAL0023248241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,898,881
Total liabilities (EOY)
$0
Net assets (EOY)
$18,898,881
Net assets (BOY)
$11,484,643

Income & contributions

Employer contributions
$704,226
Participant contributions
$5,629,847
Total contributions
$6,906,569
Total income / additions
$9,722,244

Expenses & distributions

Benefits paid
$2,284,723
Administrative expenses
$98,351
Total expenses
$2,450,201
Net increase / (decrease)
$7,272,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$36,285not reported in the loaded dataset2023
Empower Life & Annuity InsuranceRECORDKEEPER$31,329$02023
Acuff & Associates IncCONTRACT ADMIN$14,117not reported in the loaded dataset2023
Ares Retirement Plan Services LLCOTHER$8,305not reported in the loaded dataset2023

Related Form 5500 pages