2023 Form 5500 filing — Orlando Magic 401(K) Savings Plan
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 20240809091628NAL0013273346001) for Orlando Magic 401(K) Savings Plan, reported by Orlando Magic, Ltd. under EIN 59-3089276 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809091628NAL0013273346001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orlando Magic, Ltd.
- EIN
- 59-3089276
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,169,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,169,495
- Employer contributions
- $728,610
- Participant contributions
- $1,948,051
- Total income / additions
- $7,521,058
- Benefits paid
- $1,137,017
- Administrative expenses
- $88,430
- Total expenses
- $1,225,447
- Net increase / (decrease)
- $6,295,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services LLC | INVESTMENT ADVISOR | $55,680 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,839 | not reported in the loaded dataset |
| Davis Group Pa | AUDITOR | $11,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,911 | $0 |