Plan5500

The Estaugh T/A Medford Leas — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Estaugh T/A Medford Leas (EIN 21-0633410) is a plan sponsor located in Medford, NJ with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
21-0633410
Location
Medford, NJ
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.5MSummed across loaded plans$20,509,238
Total reported assets$20.5M$20,509,238
Total reported participants683
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$20.5M total assets
Net assets$20.5MLiabilities—
Contributions & income
Employer contributions$424K
Participant contributions$893.6K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$2.4M
Total expenses$2.5M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Medford Leas 401(K) Plan
Participants per plan342Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Medford Leas 401(K) Plan$20.5M
    Plan #001 · 438 participants · 2023
  2. 2
    Medford Leas Group Health Insurance Plannot reported in the loaded dataset
    Plan #503 · 245 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Estaugh T/A Medford Leas
YearPlanParticipantsSchedulesFiling
2023Medford Leas Group Health Insurance Plan245—20240730105753NAL0034002496001
2023Medford Leas 401(K) Plan438H, C20241029151134NAL0010088418001

Related Form 5500 pages