Civic Intelligence

Magellan Financial Inc.

Plan context: Magellan Financial Inc. 401(K) Plan

EIN 27-1314913 • Allentown, PA • 13 filings • 2 plans

1605 N Cedar Crest Blvd Ste 11Allentown, PA 18104-2351
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,055,224

2024 Contributions

$169,960

Historical Graphs

Total Assets Over Time

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

$2,055,224$1,027,612$0201020162024YearValue
$2,055,224Latest year 2024

Participants Over Time

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

1050201020162024YearValue
8Latest 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
202418$2,055,224$169,960$21,245iApproximate average salary by contribution assumption: employee only about $531,125 at 4% or $354,083 at 6%; with 50% employer match about $354,083 at 4% or $236,056 at 6%; with 100% employer match about $265,563 at 4% or $177,042 at 6%.
Magellan Financial Inc. 401(K) Plan-8$2,055,224$169,960$21,245iApproximate average salary by contribution assumption: employee only about $531,125 at 4% or $354,083 at 6%; with 50% employer match about $354,083 at 4% or $236,056 at 6%; with 100% employer match about $265,563 at 4% or $177,042 at 6%.
202317$1,676,359$192,519$27,503iApproximate average salary by contribution assumption: employee only about $687,568 at 4% or $458,379 at 6%; with 50% employer match about $458,379 at 4% or $305,586 at 6%; with 100% employer match about $343,784 at 4% or $229,189 at 6%.
Magellan Financial Inc. 401(K) Plan-7$1,676,359$192,519$27,503iApproximate average salary by contribution assumption: employee only about $687,568 at 4% or $458,379 at 6%; with 50% employer match about $458,379 at 4% or $305,586 at 6%; with 100% employer match about $343,784 at 4% or $229,189 at 6%.
202217$1,273,257$118,493$16,928iApproximate average salary by contribution assumption: employee only about $423,189 at 4% or $282,126 at 6%; with 50% employer match about $282,126 at 4% or $188,084 at 6%; with 100% employer match about $211,595 at 4% or $141,063 at 6%.
Magellan Financial Inc. 401(K) Plan-7$1,273,257$118,493$16,928iApproximate average salary by contribution assumption: employee only about $423,189 at 4% or $282,126 at 6%; with 50% employer match about $282,126 at 4% or $188,084 at 6%; with 100% employer match about $211,595 at 4% or $141,063 at 6%.
202118$1,733,725$119,433$14,929iApproximate average salary by contribution assumption: employee only about $373,228 at 4% or $248,819 at 6%; with 50% employer match about $248,819 at 4% or $165,879 at 6%; with 100% employer match about $186,614 at 4% or $124,409 at 6%.
Magellan Financial Inc. 401(K) Plan-8$1,733,725$119,433$14,929iApproximate average salary by contribution assumption: employee only about $373,228 at 4% or $248,819 at 6%; with 50% employer match about $248,819 at 4% or $165,879 at 6%; with 100% employer match about $186,614 at 4% or $124,409 at 6%.
202018$1,462,944$118,514$14,814iApproximate average salary by contribution assumption: employee only about $370,356 at 4% or $246,904 at 6%; with 50% employer match about $246,904 at 4% or $164,603 at 6%; with 100% employer match about $185,178 at 4% or $123,452 at 6%.
Magellan Financial Inc. 401(K) Plan-8$1,462,944$118,514$14,814iApproximate average salary by contribution assumption: employee only about $370,356 at 4% or $246,904 at 6%; with 50% employer match about $246,904 at 4% or $164,603 at 6%; with 100% employer match about $185,178 at 4% or $123,452 at 6%.
201718$850,699$118,380$14,798iApproximate average salary by contribution assumption: employee only about $369,938 at 4% or $246,625 at 6%; with 50% employer match about $246,625 at 4% or $164,417 at 6%; with 100% employer match about $184,969 at 4% or $123,313 at 6%.
Magellan Financial Inc. 401(K) Plan-8$850,699$118,380$14,798iApproximate average salary by contribution assumption: employee only about $369,938 at 4% or $246,625 at 6%; with 50% employer match about $246,625 at 4% or $164,417 at 6%; with 100% employer match about $184,969 at 4% or $123,313 at 6%.
201619$642,087$134,981$14,998iApproximate average salary by contribution assumption: employee only about $374,947 at 4% or $249,965 at 6%; with 50% employer match about $249,965 at 4% or $166,643 at 6%; with 100% employer match about $187,474 at 4% or $124,982 at 6%.
Magellan Financial Inc. 401(K) Plan-9$642,087$134,981$14,998iApproximate average salary by contribution assumption: employee only about $374,947 at 4% or $249,965 at 6%; with 50% employer match about $249,965 at 4% or $166,643 at 6%; with 100% employer match about $187,474 at 4% or $124,982 at 6%.
201519$485,575$54,899$6,100iApproximate average salary by contribution assumption: employee only about $152,497 at 4% or $101,665 at 6%; with 50% employer match about $101,665 at 4% or $67,777 at 6%; with 100% employer match about $76,249 at 4% or $50,832 at 6%.
Magellan Financial Inc. 401(K) Plan-9$485,575$54,899$6,100iApproximate average salary by contribution assumption: employee only about $152,497 at 4% or $101,665 at 6%; with 50% employer match about $101,665 at 4% or $67,777 at 6%; with 100% employer match about $76,249 at 4% or $50,832 at 6%.
2014110$594,175$111,121$11,112iApproximate average salary by contribution assumption: employee only about $277,803 at 4% or $185,202 at 6%; with 50% employer match about $185,202 at 4% or $123,468 at 6%; with 100% employer match about $138,901 at 4% or $92,601 at 6%.
Magellan Financial Inc. 401(K) Plan-10$594,175$111,121$11,112iApproximate average salary by contribution assumption: employee only about $277,803 at 4% or $185,202 at 6%; with 50% employer match about $185,202 at 4% or $123,468 at 6%; with 100% employer match about $138,901 at 4% or $92,601 at 6%.
201318$480,115$142,612$17,827iApproximate average salary by contribution assumption: employee only about $445,663 at 4% or $297,108 at 6%; with 50% employer match about $297,108 at 4% or $198,072 at 6%; with 100% employer match about $222,831 at 4% or $148,554 at 6%.
Magellan Financial Inc. 401(K) Plan-8$480,115$142,612$17,827iApproximate average salary by contribution assumption: employee only about $445,663 at 4% or $297,108 at 6%; with 50% employer match about $297,108 at 4% or $198,072 at 6%; with 100% employer match about $222,831 at 4% or $148,554 at 6%.
201216$292,331$129,261$21,544iApproximate average salary by contribution assumption: employee only about $538,588 at 4% or $359,058 at 6%; with 50% employer match about $359,058 at 4% or $239,372 at 6%; with 100% employer match about $269,294 at 4% or $179,529 at 6%.
Magellan Financial Inc. 401(K) Plan-6$292,331$129,261$21,544iApproximate average salary by contribution assumption: employee only about $538,588 at 4% or $359,058 at 6%; with 50% employer match about $359,058 at 4% or $239,372 at 6%; with 100% employer match about $269,294 at 4% or $179,529 at 6%.
201116$164,590$132,766$22,128iApproximate average salary by contribution assumption: employee only about $553,192 at 4% or $368,794 at 6%; with 50% employer match about $368,794 at 4% or $245,863 at 6%; with 100% employer match about $276,596 at 4% or $184,397 at 6%.
Magellan Financial Inc. 401(K) Plan-6$164,590$132,766$22,128iApproximate average salary by contribution assumption: employee only about $553,192 at 4% or $368,794 at 6%; with 50% employer match about $368,794 at 4% or $245,863 at 6%; with 100% employer match about $276,596 at 4% or $184,397 at 6%.
201016$34,966$34,836$5,806iApproximate average salary by contribution assumption: employee only about $145,150 at 4% or $96,767 at 6%; with 50% employer match about $96,767 at 4% or $64,511 at 6%; with 100% employer match about $72,575 at 4% or $48,383 at 6%.
Magellan Financial Inc. 401(K) Plan-6$34,966$34,836$5,806iApproximate average salary by contribution assumption: employee only about $145,150 at 4% or $96,767 at 6%; with 50% employer match about $96,767 at 4% or $64,511 at 6%; with 100% employer match about $72,575 at 4% or $48,383 at 6%.