Who sponsors the Medley Partners Management 401(K) And Profit Sharing Plan?

Medley Partners Management 401(K) And Profit Sharing Plan is reported as sponsored by Medley Partners Management LLC (EIN 20-8773466, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Medley Partners Management 401(K) And Profit Sharing Plan?

The latest Form 5500 filing year loaded for Medley Partners Management 401(K) And Profit Sharing Plan is 2023.

How many participants does Medley Partners Management 401(K) And Profit Sharing Plan report?

Medley Partners Management 401(K) And Profit Sharing Plan reports 18 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Medley Partners Management 401(K) And Profit Sharing Plan?

Medley Partners Management 401(K) And Profit Sharing Plan reports $9,436,403 in end-of-year plan assets in its latest loaded Form 5500 filing.

Medley Partners Management 401(K) And Profit Sharing Plan — Form 5500 plan (Medley Partners Management LLC)

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, Medley Partners Management 401(K) And Profit Sharing Plan is a benefit plan reported by Medley Partners Management LLC under EIN 20-8773466 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $9,436,403 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.4MPlan net assets, end of year$9,436,403

Participants18Covered participants reported

Assets / participant$524.2KComputed: assets ÷ participants$524,245 (computed)

Provider compensationNone reported

Plan sponsor: Medley Partners Management LLC
EIN: 20-8773466
Plan number: 001
Plan type: 2
Location: San Francisco, CA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
18 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.4M total assets

Net assets$9.4MLiabilities$0

Money in vs. money out

Total income / additions$2.3M

Total expenses$31.5K

Benefits paid / distributions$3.5K

Contributions

Employer$467.4K

Participant$265.3K

Full reported line items

Net assets

Total assets (EOY): $9,436,403
Total liabilities (EOY): $0
Net assets (EOY): $9,436,403
Net assets (BOY): $7,206,930

Income & contributions

Employer contributions: $467,353
Participant contributions: $265,279
Total income / additions: $2,260,985

Expenses & distributions

Benefits paid: $3,545
Administrative expenses: $27,967
Total expenses: $31,512
Net increase / (decrease): $2,229,473

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

64%36%

Employer 64%Participant 36%

Total expenses ÷ net assets0%Computed ratio

Benefits paid ÷ total income0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Medley Partners Management 401(K) And Profit Sharing Plan?: Medley Partners Management 401(K) And Profit Sharing Plan is reported as sponsored by Medley Partners Management LLC (EIN 20-8773466, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Medley Partners Management 401(K) And Profit Sharing Plan?: The latest Form 5500 filing year loaded for Medley Partners Management 401(K) And Profit Sharing Plan is 2023.
How many participants does Medley Partners Management 401(K) And Profit Sharing Plan report?: Medley Partners Management 401(K) And Profit Sharing Plan reports 18 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Medley Partners Management 401(K) And Profit Sharing Plan?: Medley Partners Management 401(K) And Profit Sharing Plan reports $9,436,403 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.