Magleby Professional Services 401(K) Plan — Form 5500 plan (Magleby Professional Services)
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, Magleby Professional Services 401(K) Plan is a benefit plan reported by Magleby Professional Services under EIN 36-4718707 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $4,991,862 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Magleby Professional Services
- EIN
- 36-4718707
- Plan number
- 001
- Plan type
- 2
- Location
- Lindon, UT
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $4,991,862
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240930163659NAL0002769651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,991,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,991,862
- Net assets (BOY)
- $3,734,376
Income & contributions
- Employer contributions
- $314,287
- Participant contributions
- $661,087
- Total contributions
- $975,374
- Total income / additions
- $1,675,530
Expenses & distributions
- Benefits paid
- $383,716
- Administrative expenses
- $34,328
- Total expenses
- $418,044
- Net increase / (decrease)
- $1,257,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Caliber Wealth Management LLC | ADVISOR | $19,923 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,405 | not reported in the loaded dataset | 2023 |