2023 Form 5500 filing — Magnus Title Agency LLC 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725111909NAL0013987249001) for Magnus Title Agency LLC 401(K) Profit Sharing Plan & Trust, reported by Magnus Title Agency LLC under EIN 46-5536617 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725111909NAL0013987249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Magnus Title Agency LLC
- EIN
- 46-5536617
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,647,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,647,913
- Employer contributions
- $234
- Participant contributions
- $647,869
- Total income / additions
- $1,411,973
- Benefits paid
- $681,442
- Administrative expenses
- $30,530
- Total expenses
- $754,677
- Net increase / (decrease)
- $657,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stonehenge Retirement Planners LLC | ADVISOR | $17,928 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $7,744 | not reported in the loaded dataset |