How big is Magellan Planning Group's plan?

Magellan Planning Group's plan reported $345K in assets and 4 participants for 2024.

Original filing (PDF)20250514085707NAL0027803024001

Magellan Planning Group

Name: Magellan Planning Group — Magellan Planning Group, Form 5500 (2024)
Creator: Magellan Planning Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magellan Planning Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Magellan Planning Group's Magellan Planning Group 401(k) Profit Sharing Plan & Trust held $345K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

People on this filing

J Kevin Meaders signed Magellan Planning Group's 2024 Form 5500 as plan administrator.

J Kevin Meaders — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Magellan Planning Group's EIN is 30-0145016.

EIN 30-0145016

Plan number 002

Plan year 2024

ACK ID 20250514085707NAL0027803024001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Magellan Planning Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Magellan Planning Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAGELLAN PLANNING GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score