Plan5500

Madison Creek Partners 401(K) Plan — Form 5500 plan (Madison Creek Partners)

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, Madison Creek Partners 401(K) Plan is a benefit plan reported by Madison Creek Partners under EIN 47-1931870 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,006 participants and $3,013,435 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Madison Creek Partners
EIN
47-1931870
Plan number
001
Plan type
2
Location
Mission Viejo, CA
Latest filing year
2023
Participants
1,006
End-of-year plan assets
$3,013,435

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,006H, C20260420131712NAL0001394225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,013,435
Total liabilities (EOY)
$0
Net assets (EOY)
$3,013,435
Net assets (BOY)
$1,112,684

Income & contributions

Participant contributions
$1,735,575
Total contributions
$1,904,241
Total income / additions
$2,232,084

Expenses & distributions

Benefits paid
$284,622
Administrative expenses
$44,509
Total expenses
$331,333
Net increase / (decrease)
$1,900,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$44,508$02023
Global Retirement Partners LLCINVESTMENT ADVISORY$0$5,3032023

Related Form 5500 pages