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MADISON PARK FINANCIAL CORPORATION — MADISON PARK FINANCIAL CORPORATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251011200604NAL0004872227001
MADISON PARK FINANCIAL CORPORATION
Form 5500-SF
FILING_RECEIVED
MADISON PARK FINANCIAL CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
38
Accounts w/ balance
8
Plan assets (EOY)
$204K
Net assets (EOY)
$204K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MADISON PARK FINANCIAL CORPORATION
.
Find decision makers
Plan sponsor
Name
MADISON PARK FINANCIAL CORPORATION
EIN
94-2967110
Address
3697 MT. DIABLO BLVD., SUITE 300 · LAFAYETTE, CA · 94549
Phone
(510) 452-2944
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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Knocking points off
Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$204K · 1 participants
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