Magna Health Systems, LLC 401(K) Plan — Form 5500 plan (Magna Health Systems, LLC)

Plain-English plan 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 Health Systems, LLC 401(K) Plan is a benefit plan reported by Magna Health Systems, LLC under EIN 36-4180953 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $7,399,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Magna Health Systems, LLC
EIN
36-4180953
Plan number
001
Plan type
2
Location
Bedford Park, IL
Latest filing year
2023
Participants
382
End-of-year plan assets
$7,399,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20241011130245NAL0043748626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,399,654
Total liabilities (EOY)
$0
Net assets (EOY)
$7,399,654
Net assets (BOY)
$8,172,243

Income & contributions

Employer contributions
$44,610
Participant contributions
$638,613
Total contributions
$683,223
Total income / additions
$1,718,017

Expenses & distributions

Benefits paid
$2,469,874
Administrative expenses
$16,803
Total expenses
$2,490,606
Net increase / (decrease)
-$772,589

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$14,943$7,2452023
Adp, Inc.RECORD KEEPER$1,860$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages