Judy Madrigal & Associates 401(K) Plan — Form 5500 plan (Judy Madrigal & Associates)
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, Judy Madrigal & Associates 401(K) Plan is a benefit plan reported by Judy Madrigal & Associates under EIN 94-3140443 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $20,207,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Judy Madrigal & Associates
- EIN
- 94-3140443
- Plan number
- 001
- Plan type
- 3
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $20,207,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241015172313NAL0015165075002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,207,965
- Total liabilities (EOY)
- $4,181
- Net assets (EOY)
- $20,203,784
- Net assets (BOY)
- $17,296,854
Income & contributions
- Employer contributions
- $573,514
- Participant contributions
- $910,654
- Total contributions
- $1,595,640
- Total income / additions
- $4,796,101
Expenses & distributions
- Benefits paid
- $1,736,106
- Administrative expenses
- $153,065
- Total expenses
- $1,889,171
- Net increase / (decrease)
- $2,906,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $151,835 | $0 | 2023 |
| Abd Retirement Services, Inc. | INVESTMENT ADVISOR | $64,533 | $0 | 2023 |
| C-Ben Group | CONTRACT ADMIN | $0 | $38,408 | 2023 |