2023 Form 5500 filing — Thirty Madison 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 20241011163742NAL0023248241001) for Thirty Madison 401(K) Plan, reported by Thirty Madison, Inc. under EIN 81-3709209 and plan number 001. It reports 857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163742NAL0023248241001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Thirty Madison, Inc.
- EIN
- 81-3709209
- Plan number
- 001
- Location
- New York, NY
- Participants
- 857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,898,881
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,898,881
- Employer contributions
- $704,226
- Participant contributions
- $5,629,847
- Total income / additions
- $9,722,244
- Benefits paid
- $2,284,723
- Administrative expenses
- $98,351
- Total expenses
- $2,450,201
- Net increase / (decrease)
- $7,272,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $36,285 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $31,329 | $0 |
| Acuff & Associates Inc | CONTRACT ADMIN | $14,117 | not reported in the loaded dataset |
| Ares Retirement Plan Services LLC | OTHER | $8,305 | not reported in the loaded dataset |