2023 Form 5500 filing — The Magellan International School Retirement 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 20241011095315NAL0043234274001) for The Magellan International School Retirement Plan, reported by The Magellan International School Of Austin under EIN 26-3167197 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,866,209
Participants153
Provider compensation$39.8K3 Schedule C row(s)$39,825
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011095315NAL0043234274001
Plan sponsor
The Magellan International School Of Austin
EIN
26-3167197
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$620.9K
Total expenses$51.7K
Benefits paid / distributions$42.9K
Contributions
Employer$85K
Participant$286.8K
Full reported line items
Total assets (EOY)
$1,866,209
Total liabilities (EOY)
$0
Net assets (EOY)
$1,866,209
Employer contributions
$84,958
Participant contributions
$286,753
Total income / additions
$620,858
Benefits paid
$42,893
Administrative expenses
$8,767
Total expenses
$51,660
Net increase / (decrease)
$569,198
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $200 · Indirect $31.6K
  2. 2
    INVESTMENT ADVISOR · Direct $7.8K
  3. 3
    INVESTMENT ADVISOR · Direct $310

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011095315NAL0043234274001 cover?
It is the 2023 Form 5500 filing for The Magellan International School Retirement Plan, reported by The Magellan International School Of Austin (EIN 26-3167197).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages