Original filing (PDF)20260105134219NAL0005816403001

MEDALLION ASSOCIATES LTD.

Name: MEDALLION ASSOCIATES LTD. — MEDALLION ASSOCIATES, LTD. EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MEDALLION ASSOCIATES LTD.

Form 5500-SF

FILING_RECEIVED

MEDALLION ASSOCIATES, LTD. EMPLOYEES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEDALLION ASSOCIATES LTD..

Plan sponsor

Name

MEDALLION ASSOCIATES LTD.

EIN

13-1984353

Address

5 UNION SQUARE WEST · SUITE 1110 · NEW YORK, NY · 10003

Phone

(212) 929-9130

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-01-05

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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