Madison Park Capital Advisors, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Madison Park Capital Advisors, LLC
  • Sponsor EIN: 471446148
  • Sponsor Address: 701 5TH AVENUE, SEATTLE, WA, 98104
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $2.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$2.7M$147,000$99,750
20234$1.9M$138,500$96,400
20224$1.3M$127,500$87,050

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