Medford Leas 401(K) Plan — Form 5500 plan (The Estaugh T/A Medford Leas)
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, Medford Leas 401(K) Plan is a benefit plan reported by The Estaugh T/A Medford Leas under EIN 21-0633410 and plan number 001. The latest loaded filing year is 2023. The filing reports 438 participants and $20,509,238 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.5MPlan net assets, end of year$20,509,238
Participants438Covered participants reported
Assets / participant$46.8KComputed: assets ÷ participants$46,825 (computed)
Provider compensation$130.1K3 Schedule C provider row(s)$130,054
- Plan sponsor
- The Estaugh T/A Medford Leas
- EIN
- 21-0633410
- Plan number
- 001
- Plan type
- 2
- Location
- Medford, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 438 | H, C | 20241029151134NAL0010088418001 |
Schedule H · 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)$20.5M total assets
Net assets$20.5MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $20,509,238
- Net assets (EOY)
- $20,509,238
- Net assets (BOY)
- $18,782,272
Income & contributions
- Employer contributions
- $423,962
- Participant contributions
- $893,624
- Total contributions
- $1,328,705
- Total income / additions
- $4,236,765
Expenses & distributions
- Benefits paid
- $2,379,745
- Administrative expenses
- $130,054
- Total expenses
- $2,509,799
- Net increase / (decrease)
- $1,726,966
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.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income56%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Chase Mercer Investments, | INVESTMENT MANAGEMENT | $66,442 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $63,612 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Estaugh T/A Medford Leas
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Medford, NJ
- Jp Morgan Chase Mercer Investments, — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation