Magna Associates, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Magna Associates, Inc. (EIN 65-1048319) is a plan sponsor located in Boca Raton, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
65-1048319
Location
Boca Raton, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,263,060
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,263,060

Contributions & income

Participant contributions
$750,607
Total income / additions
$1,215,805

Expenses & distributions

Benefits paid / distributions
$329,942
Total expenses
$346,512
Net increase / (decrease)
$869,293

Coverage

Total reported participants
283
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Magna Associates, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Magna Associates, Inc. 401(K) Plan001176$4,263,0602023
Magna Associates, Inc. Welfare Benefit Plan501107not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Magna Associates, Inc.
YearPlanParticipantsSchedulesFiling
2023Magna Associates, Inc. Welfare Benefit Plan10720240904124507NAL0020219793001
2023Magna Associates, Inc. 401(K) Plan176H, C20241002050455NAL0004588979001

Related Form 5500 pages