Original filing (PDF)20241012090200NAL0023330417002

MUNICIPAL ASSET MANAGEMENT INC

Name: MUNICIPAL ASSET MANAGEMENT INC — MUNICIPAL ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: MUNICIPAL ASSET MANAGEMENT INC

Form 5500-SF

FILING_RECEIVED

MUNICIPAL ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 MUNICIPAL ASSET MANAGEMENT INC.

Plan sponsor

Name

MUNICIPAL ASSET MANAGEMENT INC

EIN

36-4546346

Address

25288 FOOTHILLS DRIVE N · GOLDEN, CO · 80401

Phone

(303) 273-9494

Industry

Finance & Insurancesee all

Plan administrator

Name

MUNICIPAL ASSET MANAGEMENT INC

EIN

36-4546346

City

GOLDEN, CO

Phone

(303) 273-9494

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-12

Pension benefit codes

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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