2023 Form 5500 filing — Magleby Professional Services 401(K) 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 20240930163659NAL0002769651001) for Magleby Professional Services 401(K) Plan, reported by Magleby Professional Services under EIN 36-4718707 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930163659NAL0002769651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Magleby Professional Services
- EIN
- 36-4718707
- Plan number
- 001
- Location
- Lindon, UT
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,991,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,991,862
- Employer contributions
- $314,287
- Participant contributions
- $661,087
- Total income / additions
- $1,675,530
- Benefits paid
- $383,716
- Administrative expenses
- $34,328
- Total expenses
- $418,044
- Net increase / (decrease)
- $1,257,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Caliber Wealth Management LLC | ADVISOR | $19,923 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,405 | not reported in the loaded dataset |