Plan5500

Orlando Magic 401(K) Savings Plan — Form 5500 plan (Orlando Magic, Ltd.)

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, Orlando Magic 401(K) Savings Plan is a benefit plan reported by Orlando Magic, Ltd. under EIN 59-3089276 and plan number 001. The latest loaded filing year is 2023. The filing reports 368 participants and $32,169,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orlando Magic, Ltd.
EIN
59-3089276
Plan number
001
Plan type
2
Location
Orlando, FL
Latest filing year
2023
Participants
368
End-of-year plan assets
$32,169,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20240809091628NAL0013273346001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,169,495
Total liabilities (EOY)
$0
Net assets (EOY)
$32,169,495
Net assets (BOY)
$25,873,884

Income & contributions

Employer contributions
$728,610
Participant contributions
$1,948,051
Total contributions
$2,899,057
Total income / additions
$7,521,058

Expenses & distributions

Benefits paid
$1,137,017
Administrative expenses
$88,430
Total expenses
$1,225,447
Net increase / (decrease)
$6,295,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services LLCINVESTMENT ADVISOR$55,680not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$12,839not reported in the loaded dataset2023
Davis Group PaAUDITOR$11,000not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$8,911$02023

Related Form 5500 pages