Magnus Title Agency LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Magnus Title Agency 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, Magnus Title Agency LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Magnus Title Agency LLC under EIN 46-5536617 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $5,647,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Magnus Title Agency LLC
- EIN
- 46-5536617
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $5,647,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20240725111909NAL0013987249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,647,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,647,913
- Net assets (BOY)
- $4,990,617
Income & contributions
- Employer contributions
- $234
- Participant contributions
- $647,869
- Total contributions
- $715,391
- Total income / additions
- $1,411,973
Expenses & distributions
- Benefits paid
- $681,442
- Administrative expenses
- $30,530
- Total expenses
- $754,677
- Net increase / (decrease)
- $657,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stonehenge Retirement Planners LLC | ADVISOR | $17,928 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $7,744 | not reported in the loaded dataset | 2023 |