How many benefit plans does Max Credit Union report on Form 5500?

Max Credit Union (EIN 36-4618706) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Max Credit Union?

The Employer Identification Number (EIN) reported for Max Credit Union is 36-4618706.

What is the latest Form 5500 filing year for Max Credit Union?

The latest loaded Form 5500 filing year for Max Credit Union is 2023.

Max Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Max Credit Union (EIN 36-4618706) is a plan sponsor located in Montgomery, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-4618706
Location: Montgomery, AL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $52,510,805
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $52,510,805

Contributions & income

Employer contributions: $1,673,149
Participant contributions: $1,726,999
Total income / additions: $9,617,615

Expenses & distributions

Benefits paid / distributions: $5,875,667
Total expenses: $5,928,250
Net increase / (decrease): $3,689,365

Coverage

Total reported participants: 698
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Max Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Max Credit Union Capital Accumulation Plan	002	387	$52,510,805	2023
Max Credit Union Welfare Benefits Plan	503	311	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Max Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Max Credit Union Welfare Benefits Plan	311	C	20240603112540NAL0018262865001
2023	Max Credit Union Capital Accumulation Plan	387	H, C	20240730104635NAL0033980832001