Civic Intelligence

Magellan Group Investments

Plan context: Magellan Group Investments 401(K) Profit Sharing Plan & Trust

EIN 20-1731894 • Boca Raton, FL • 9 filings • 2 plans

1100 Holland DrBoca Raton, FL 33487-2701
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,300,186

2024 Contributions

$341,042

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,300,186$1,650,093$0201620202024YearValue
$3,300,186Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1790201620212024YearValue
17Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024117$3,300,186$341,042$20,061iApproximate average salary by contribution assumption: employee only about $501,532 at 4% or $334,355 at 6%; with 50% employer match about $334,355 at 4% or $222,903 at 6%; with 100% employer match about $250,766 at 4% or $167,177 at 6%.
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-17$3,300,186$341,042$20,061iApproximate average salary by contribution assumption: employee only about $501,532 at 4% or $334,355 at 6%; with 50% employer match about $334,355 at 4% or $222,903 at 6%; with 100% employer match about $250,766 at 4% or $167,177 at 6%.
2023115$2,650,415$269,875$17,992iApproximate average salary by contribution assumption: employee only about $449,792 at 4% or $299,861 at 6%; with 50% employer match about $299,861 at 4% or $199,907 at 6%; with 100% employer match about $224,896 at 4% or $149,931 at 6%.
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-15$2,650,415$269,875$17,992iApproximate average salary by contribution assumption: employee only about $449,792 at 4% or $299,861 at 6%; with 50% employer match about $299,861 at 4% or $199,907 at 6%; with 100% employer match about $224,896 at 4% or $149,931 at 6%.
2022113$2,042,075$583,452$44,881iApproximate average salary by contribution assumption: employee only about $1,122,023 at 4% or $748,015 at 6%; with 50% employer match about $748,015 at 4% or $498,677 at 6%; with 100% employer match about $561,012 at 4% or $374,008 at 6%.
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-13$2,042,075$583,452$44,881iApproximate average salary by contribution assumption: employee only about $1,122,023 at 4% or $748,015 at 6%; with 50% employer match about $748,015 at 4% or $498,677 at 6%; with 100% employer match about $561,012 at 4% or $374,008 at 6%.
2021112$1,780,308$236,785$19,732iApproximate average salary by contribution assumption: employee only about $493,302 at 4% or $328,868 at 6%; with 50% employer match about $328,868 at 4% or $219,245 at 6%; with 100% employer match about $246,651 at 4% or $164,434 at 6%.
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-12$1,780,308$236,785$19,732iApproximate average salary by contribution assumption: employee only about $493,302 at 4% or $328,868 at 6%; with 50% employer match about $328,868 at 4% or $219,245 at 6%; with 100% employer match about $246,651 at 4% or $164,434 at 6%.
2020111$1,389,380$227,134$20,649iApproximate average salary by contribution assumption: employee only about $516,214 at 4% or $344,142 at 6%; with 50% employer match about $344,142 at 4% or $229,428 at 6%; with 100% employer match about $258,107 at 4% or $172,071 at 6%.
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-11$1,389,380$227,134$20,649iApproximate average salary by contribution assumption: employee only about $516,214 at 4% or $344,142 at 6%; with 50% employer match about $344,142 at 4% or $229,428 at 6%; with 100% employer match about $258,107 at 4% or $172,071 at 6%.
201910$1,026,879$165,889-
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-0$1,026,879$165,889-
201815$732,203$76,907$15,381iApproximate average salary by contribution assumption: employee only about $384,535 at 4% or $256,357 at 6%; with 50% employer match about $256,357 at 4% or $170,904 at 6%; with 100% employer match about $192,268 at 4% or $128,178 at 6%.
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-5$732,203$76,907$15,381iApproximate average salary by contribution assumption: employee only about $384,535 at 4% or $256,357 at 6%; with 50% employer match about $256,357 at 4% or $170,904 at 6%; with 100% employer match about $192,268 at 4% or $128,178 at 6%.
201715$716,024$81,591$16,318iApproximate average salary by contribution assumption: employee only about $407,955 at 4% or $271,970 at 6%; with 50% employer match about $271,970 at 4% or $181,313 at 6%; with 100% employer match about $203,978 at 4% or $135,985 at 6%.
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-5$716,024$81,591$16,318iApproximate average salary by contribution assumption: employee only about $407,955 at 4% or $271,970 at 6%; with 50% employer match about $271,970 at 4% or $181,313 at 6%; with 100% employer match about $203,978 at 4% or $135,985 at 6%.
201615$586,624$40,642$8,128iApproximate average salary by contribution assumption: employee only about $203,210 at 4% or $135,473 at 6%; with 50% employer match about $135,473 at 4% or $90,316 at 6%; with 100% employer match about $101,605 at 4% or $67,737 at 6%.
Magellan Group Investments 401(K) Profit Sharing Plan & Trust-5$586,624$40,642$8,128iApproximate average salary by contribution assumption: employee only about $203,210 at 4% or $135,473 at 6%; with 50% employer match about $135,473 at 4% or $90,316 at 6%; with 100% employer match about $101,605 at 4% or $67,737 at 6%.