401k Plan data: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN plan

JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 401k Plan overview

Plan Name	JUDY MADRIGAL & ASSOCIATES 401(K) PLAN
Plan identification number	001

JUDY MADRIGAL & ASSOCIATES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JUDY MADRIGAL AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: JUDY MADRIGAL AND ASSOCIATES

Employer identification number (EIN): 943140443

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUDY MADRIGAL & ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JUDY MADRIGAL 2023-10-11
001 2021-01-01 JUDY MADRIGAL 2022-10-10
001 2020-01-01 JUDY MADRIGAL 2021-10-08
001 2019-01-01
001 2018-01-01
001 2017-01-01 JUDY MADRIGAL
001 2016-01-01 JUDY MADRIGAL
001 2015-01-01 JUDY MADRIGAL
001 2014-01-01 ANNE MARIE BUSTOS
001 2013-01-01 ANNE MARIE BUSTOS
001 2012-01-01 JUDITH MADRIGAL
001 2011-01-01 JUDITH MADRIGAL
001 2009-01-01 JUDITH MADRIGAL JUDITH MADRIGAL 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JUDY MADRIGAL	2023-10-11
001	2021-01-01	JUDY MADRIGAL	2022-10-10
001	2020-01-01	JUDY MADRIGAL	2021-10-08
001	2019-01-01
001	2018-01-01
001	2017-01-01	JUDY MADRIGAL
001	2016-01-01	JUDY MADRIGAL
001	2015-01-01	JUDY MADRIGAL
001	2014-01-01	ANNE MARIE BUSTOS
001	2013-01-01	ANNE MARIE BUSTOS
001	2012-01-01	JUDITH MADRIGAL
001	2011-01-01	JUDITH MADRIGAL
001	2009-01-01	JUDITH MADRIGAL		JUDITH MADRIGAL	2010-09-30

Plan Statistics for JUDY MADRIGAL & ASSOCIATES 401(K) PLAN

401k plan membership statisitcs for JUDY MADRIGAL & ASSOCIATES 401(K) PLAN

Measure Date Value
2022: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 187
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 61
Total of all active and inactive participants 2022-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 248
Number of participants with account balances 2022-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 185
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 57
Total of all active and inactive participants 2021-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 242
Number of participants with account balances 2021-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 51
Total of all active and inactive participants 2020-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 173
Number of participants with account balances 2020-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 139
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 27
Total of all active and inactive participants 2019-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 166
Number of participants with account balances 2019-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 122
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 139
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 103
2017: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 103
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 71
Total of all active and inactive participants 2017-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 176
Number of participants with account balances 2017-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 95
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 71
Total of all active and inactive participants 2016-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 168
Number of participants with account balances 2016-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 246
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 117
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 102
Total of all active and inactive participants 2015-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 219
Number of participants with account balances 2015-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 146
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 95
Total of all active and inactive participants 2014-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 241
Number of participants with account balances 2014-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 151
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 119
Total of all active and inactive participants 2013-01-01 270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 270
Number of participants with account balances 2013-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 340
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 163
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 109
Total of all active and inactive participants 2012-01-01 272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 272
Number of participants with account balances 2012-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 412
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 204
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 118
Total of all active and inactive participants 2011-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 322
Number of participants with account balances 2011-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2009: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 256
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 51
Total of all active and inactive participants 2009-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 308
Number of participants with account balances 2009-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2022: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	187
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	61
Total of all active and inactive participants	2022-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	248
Number of participants with account balances	2022-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	185
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	57
Total of all active and inactive participants	2021-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	242
Number of participants with account balances	2021-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	51
Total of all active and inactive participants	2020-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	173
Number of participants with account balances	2020-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	139
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	27
Total of all active and inactive participants	2019-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	166
Number of participants with account balances	2019-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	122
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	139
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	103
2017: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	103
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	71
Total of all active and inactive participants	2017-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	176
Number of participants with account balances	2017-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	95
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	71
Total of all active and inactive participants	2016-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	168
Number of participants with account balances	2016-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	246
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	117
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	102
Total of all active and inactive participants	2015-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	219
Number of participants with account balances	2015-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	146
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	95
Total of all active and inactive participants	2014-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	241
Number of participants with account balances	2014-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	151
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	119
Total of all active and inactive participants	2013-01-01	270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	270
Number of participants with account balances	2013-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	340
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	163
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	109
Total of all active and inactive participants	2012-01-01	272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	272
Number of participants with account balances	2012-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	412
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	204
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	118
Total of all active and inactive participants	2011-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	322
Number of participants with account balances	2011-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2009: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	256
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	51
Total of all active and inactive participants	2009-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	308
Number of participants with account balances	2009-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on JUDY MADRIGAL & ASSOCIATES 401(K) PLAN

Measure	Date	Value
2022 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,002
Total income from all sources (including contributions)	2022-12-31	$-1,807,004
Total of all expenses incurred	2022-12-31	$2,338,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,167,950
Value of total corrective distributions	2022-12-31	$3,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,540,461
Value of total assets at end of year	2022-12-31	$17,299,856
Value of total assets at beginning of year	2022-12-31	$21,442,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$167,469
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$497,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$497,434
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$979,590
Participant contributions at end of year	2022-12-31	$95,140
Participant contributions at beginning of year	2022-12-31	$164,168
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,898
Other income not declared elsewhere	2022-12-31	$-3,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,145,425
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,296,854
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,442,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$136,506
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,853,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$20,958,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,841,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$558,973
Employer contributions (assets) at end of year	2022-12-31	$350,870
Employer contributions (assets) at beginning of year	2022-12-31	$319,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,167,950
Contract administrator fees	2022-12-31	$30,963
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$3,002
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ALMICH AND ASSOCIATES
Accountancy firm EIN	2022-12-31	330526284
2021 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$98,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,131,914
Total of all expenses incurred	2021-12-31	$1,285,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,100,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,333,656
Value of total assets at end of year	2021-12-31	$21,442,279
Value of total assets at beginning of year	2021-12-31	$18,497,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$184,922
Total interest from all sources	2021-12-31	$14
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,533,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,533,975
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$775,637
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$2,043
Participant contributions at end of year	2021-12-31	$164,168
Participant contributions at beginning of year	2021-12-31	$182,534
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$66,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,846,583
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,442,279
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,497,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$184,482
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$20,958,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,068,183
Interest on participant loans	2021-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,264,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$491,896
Employer contributions (assets) at end of year	2021-12-31	$319,623
Employer contributions (assets) at beginning of year	2021-12-31	$244,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,100,409
Contract administrator fees	2021-12-31	$440
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2021-12-31	431947695
2020 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$9,338
Total income from all sources (including contributions)	2020-12-31	$3,387,577
Total of all expenses incurred	2020-12-31	$545,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$421,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,109,756
Value of total assets at end of year	2020-12-31	$18,497,108
Value of total assets at beginning of year	2020-12-31	$15,664,019
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$123,155
Total interest from all sources	2020-12-31	$361
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$431,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$431,463
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$719,044
Participant contributions at end of year	2020-12-31	$2,043
Participant contributions at beginning of year	2020-12-31	$10,612
Participant contributions at end of year	2020-12-31	$182,534
Participant contributions at beginning of year	2020-12-31	$99,019
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$14,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$9,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,842,427
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,497,108
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,654,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$122,355
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,068,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,267,709
Interest on participant loans	2020-12-31	$361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,845,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$376,634
Employer contributions (assets) at end of year	2020-12-31	$244,348
Employer contributions (assets) at beginning of year	2020-12-31	$286,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$421,995
Contract administrator fees	2020-12-31	$800
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SHEA LABAGH DOBBERSTEIN CPAS
Accountancy firm EIN	2020-12-31	942290202
2019 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,626,334
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$829,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$717,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,083,873
Value of total assets at end of year	2019-12-31	$15,664,019
Value of total assets at beginning of year	2019-12-31	$12,858,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$112,062
Total interest from all sources	2019-12-31	$830
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$405,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$405,509
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$645,917
Participant contributions at end of year	2019-12-31	$10,612
Participant contributions at beginning of year	2019-12-31	$18,712
Participant contributions at end of year	2019-12-31	$99,019
Participant contributions at beginning of year	2019-12-31	$61,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$9,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,796,585
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,654,681
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,858,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,267,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,459,934
Interest on participant loans	2019-12-31	$830
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,136,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$437,956
Employer contributions (assets) at end of year	2019-12-31	$286,679
Employer contributions (assets) at beginning of year	2019-12-31	$317,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$717,687
Contract administrator fees	2019-12-31	$112,062
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SHEA LABAGH DOBBERSTEIN CPAS
Accountancy firm EIN	2019-12-31	942290202
2018 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,880
Total income from all sources (including contributions)	2018-12-31	$596,040
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,701,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,626,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,138,997
Value of total assets at end of year	2018-12-31	$12,858,096
Value of total assets at beginning of year	2018-12-31	$13,971,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$74,317
Total interest from all sources	2018-12-31	$2,878
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$320,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$320,856
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$609,828
Participant contributions at end of year	2018-12-31	$18,712
Participant contributions at beginning of year	2018-12-31	$63,222
Participant contributions at end of year	2018-12-31	$61,863
Participant contributions at beginning of year	2018-12-31	$54,156
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$7,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,105,045
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,858,096
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,963,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$11,036,138
Interest on participant loans	2018-12-31	$2,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$12,459,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,562,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-866,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$498,413
Employer contributions (assets) at end of year	2018-12-31	$317,587
Employer contributions (assets) at beginning of year	2018-12-31	$255,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,626,768
Contract administrator fees	2018-12-31	$74,317
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SHEA LABAGH DOBBERSTEIN CPA/ADVISOR
Accountancy firm EIN	2018-12-31	942290202
2017 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$7,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$5,957
Total income from all sources (including contributions)	2017-12-31	$2,814,186
Total of all expenses incurred	2017-12-31	$3,104,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,042,252
Value of total corrective distributions	2017-12-31	$7,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,104,537
Value of total assets at end of year	2017-12-31	$13,971,021
Value of total assets at beginning of year	2017-12-31	$14,259,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$54,476
Total interest from all sources	2017-12-31	$34,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$616,452
Participant contributions at end of year	2017-12-31	$63,222
Participant contributions at beginning of year	2017-12-31	$103,371
Participant contributions at end of year	2017-12-31	$54,156
Participant contributions at beginning of year	2017-12-31	$60,792
Administrative expenses (other) incurred	2017-12-31	$54,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-290,422
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,963,141
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,253,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$11,036,138
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$11,181,225
Interest on participant loans	2017-12-31	$4,106
Interest earned on other investments	2017-12-31	$30,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,562,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,686,592
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,675,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$488,085
Employer contributions (assets) at end of year	2017-12-31	$255,127
Employer contributions (assets) at beginning of year	2017-12-31	$227,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,042,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$7,880
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$5,957
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2017-12-31	942290202
2016 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$3,040,196
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$5,957
Total income from all sources (including contributions)	2016-12-31	$1,802,012
Total of all expenses incurred	2016-12-31	$2,039,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,988,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,091,605
Value of total assets at end of year	2016-12-31	$14,259,520
Value of total assets at beginning of year	2016-12-31	$11,450,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$51,195
Total interest from all sources	2016-12-31	$2,153
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$630,050
Participant contributions at end of year	2016-12-31	$103,371
Participant contributions at end of year	2016-12-31	$60,792
Participant contributions at beginning of year	2016-12-31	$63,237
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$77,592
Administrative expenses (other) incurred	2016-12-31	$51,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-237,475
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,253,563
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,450,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$11,181,225
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$9,060,740
Interest on participant loans	2016-12-31	$2,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,686,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,058,131
Net investment gain/loss from pooled separate accounts	2016-12-31	$708,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$383,963
Employer contributions (assets) at end of year	2016-12-31	$227,540
Employer contributions (assets) at beginning of year	2016-12-31	$268,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,988,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$5,957
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SHEA LABAGH DOBBERSTEIN
Accountancy firm EIN	2016-12-31	942290202
2015 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$494,778
Total income from all sources (including contributions)	2015-12-31	$1,108,502
Total of all expenses incurred	2015-12-31	$741,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$645,015
Value of total corrective distributions	2015-12-31	$134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,178,982
Value of total assets at end of year	2015-12-31	$11,450,842
Value of total assets at beginning of year	2015-12-31	$11,578,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$96,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$694,394
Participant contributions at end of year	2015-12-31	$63,237
Participant contributions at beginning of year	2015-12-31	$84,117
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$25,184
Other income not declared elsewhere	2015-12-31	$29,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$367,296
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,450,842
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,578,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$9,060,740
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$8,930,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,058,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,224,082
Net investment gain/loss from pooled separate accounts	2015-12-31	$-99,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$459,404
Employer contributions (assets) at end of year	2015-12-31	$268,734
Employer contributions (assets) at beginning of year	2015-12-31	$339,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$645,015
Contract administrator fees	2015-12-31	$96,057
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	POLLY, SCATENA, VASHERESSE AND MAY
Accountancy firm EIN	2015-12-31	941246445
2014 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,670,519
Total of all expenses incurred	2014-12-31	$1,701,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,597,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,165,829
Value of total assets at end of year	2014-12-31	$11,578,324
Value of total assets at beginning of year	2014-12-31	$11,609,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$103,841
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$509,565
Participant contributions at end of year	2014-12-31	$84,117
Participant contributions at beginning of year	2014-12-31	$122,171
Other income not declared elsewhere	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-30,841
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,578,324
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,609,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$8,930,144
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,938,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,224,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,251,924
Net investment gain/loss from pooled separate accounts	2014-12-31	$504,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$656,264
Employer contributions (assets) at end of year	2014-12-31	$339,981
Employer contributions (assets) at beginning of year	2014-12-31	$296,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,597,519
Contract administrator fees	2014-12-31	$103,841
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	POLLY, SCATENA, VASHERESSE AND MAY
Accountancy firm EIN	2014-12-31	941246445
2013 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$420,997
Total income from all sources (including contributions)	2013-12-31	$3,004,433
Total of all expenses incurred	2013-12-31	$1,779,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,676,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,253,346
Value of total assets at end of year	2013-12-31	$11,609,165
Value of total assets at beginning of year	2013-12-31	$10,805,489
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$103,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$553,537
Participant contributions at end of year	2013-12-31	$122,171
Participant contributions at beginning of year	2013-12-31	$75,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,224,673
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,609,165
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,805,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,938,778
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$8,059,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,251,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,443,362
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,751,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$699,809
Employer contributions (assets) at end of year	2013-12-31	$296,292
Employer contributions (assets) at beginning of year	2013-12-31	$226,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,676,354
Contract administrator fees	2013-12-31	$103,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	POLLY SCATENA VASHERESSE AND MAY
Accountancy firm EIN	2013-12-31	941246445
2012 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,173,883
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$961,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$857,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,228,242
Value of total assets at end of year	2012-12-31	$10,805,489
Value of total assets at beginning of year	2012-12-31	$9,593,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$103,949
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$803,040
Participant contributions at end of year	2012-12-31	$75,419
Participant contributions at beginning of year	2012-12-31	$188,719
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,212,322
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,805,489
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,593,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$8,059,798
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$6,821,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,443,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,320,559
Net investment gain/loss from pooled separate accounts	2012-12-31	$945,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$420,381
Employer contributions (assets) at end of year	2012-12-31	$226,910
Employer contributions (assets) at beginning of year	2012-12-31	$262,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$857,612
Contract administrator fees	2012-12-31	$103,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	POLLY SCATENA VASHERESSE AND MAY
Accountancy firm EIN	2012-12-31	941246445
2011 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$61,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,612,303
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$768,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$648,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,671,291
Value of total assets at end of year	2011-12-31	$9,593,167
Value of total assets at beginning of year	2011-12-31	$8,687,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$119,341
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,169,761
Participant contributions at end of year	2011-12-31	$188,719
Participant contributions at beginning of year	2011-12-31	$147,308
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$34,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$844,269
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,593,167
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,687,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$6,821,157
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,087,256
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,320,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,253,586
Net investment gain/loss from pooled separate accounts	2011-12-31	$-58,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$466,699
Employer contributions (assets) at end of year	2011-12-31	$262,732
Employer contributions (assets) at beginning of year	2011-12-31	$199,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$648,693
Contract administrator fees	2011-12-31	$119,341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	POLLY SCATENA VASHERESSE AND MAY
Accountancy firm EIN	2011-12-31	941246445
2010 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,419,297
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$512,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$413,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,601,923
Value of total assets at end of year	2010-12-31	$8,687,206
Value of total assets at beginning of year	2010-12-31	$6,780,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$98,886
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,099,932
Participant contributions at end of year	2010-12-31	$147,308
Participant contributions at beginning of year	2010-12-31	$165,968
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$71,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,906,522
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,687,206
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,780,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$6,087,256
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,456,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,253,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,912,378
Net investment gain/loss from pooled separate accounts	2010-12-31	$817,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$430,033
Employer contributions (assets) at end of year	2010-12-31	$199,056
Employer contributions (assets) at beginning of year	2010-12-31	$246,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$413,889
Contract administrator fees	2010-12-31	$98,886
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	POLLY, SCATENA, VASHERESSE AND MAY
Accountancy firm EIN	2010-12-31	941246445
2009 : JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JUDY MADRIGAL & ASSOCIATES 401(K) PLAN

2022: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JUDY MADRIGAL & ASSOCIATES 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931029-000

Policy instance

Insurance contract or identification number	931029-000
Number of Individuals Covered	139
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $25,728
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $25,728
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931029

Policy instance

Insurance contract or identification number	931029
Number of Individuals Covered	168
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $51,737
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,737
Insurance broker organization code?	3
Insurance broker name	ABD INSURANCE AND FINANCIAL SERVICE

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931029-000

Policy instance

Insurance contract or identification number	931029-000
Number of Individuals Covered	198
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $42,422
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,218
Insurance broker organization code?	3
Insurance broker name	ABD INSURANCE AND FINANCIAL SERVICE

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931029-000

Policy instance

Insurance contract or identification number	931029-000
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $41,791
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41,791
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY INC.

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931029-000

Policy instance

Insurance contract or identification number	931029-000
Number of Individuals Covered	270
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $40,966
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $40,966
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY INC.

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931029-000

Policy instance

Insurance contract or identification number	931029-000
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $36,664
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $36,664
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY INC.

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931029-000

Policy instance

Insurance contract or identification number	931029-000
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $30,812
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

931029-000

Policy instance

Insurance contract or identification number	931029-000
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $26,055
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	JUDY MADRIGAL AND ASSOCIATES
Employer identification number (EIN):	943140443
NAIC Classification:	561300