Magis Advisory Group Retirement Plan — Form 5500 plan (Magis Advisory Group)
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, Magis Advisory Group Retirement Plan is a benefit plan reported by Magis Advisory Group under EIN 84-3510647 and plan number 001. The latest loaded filing year is 2023. The filing reports 28 participants and $4,022,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Magis Advisory Group
- EIN
- 84-3510647
- Plan number
- 001
- Plan type
- 2
- Location
- Avon, OH
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $4,022,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20241004084717NAL0022219538001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,022,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,022,043
- Net assets (BOY)
- $3,199,039
Income & contributions
- Employer contributions
- $56,175
- Participant contributions
- $142,716
- Total income / additions
- $841,880
Expenses & distributions
- Benefits paid
- $13,990
- Administrative expenses
- $4,886
- Total expenses
- $18,876
- Net increase / (decrease)
- $823,004
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.