How many benefit plans does Maxim Financial Corporation report on Form 5500?

Maxim Financial Corporation (EIN 84-1037475) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Maxim Financial Corporation?

The Employer Identification Number (EIN) reported for Maxim Financial Corporation is 84-1037475.

What is the latest Form 5500 filing year for Maxim Financial Corporation?

The latest loaded Form 5500 filing year for Maxim Financial Corporation is 2023.

Maxim Financial Corporation — 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, Maxim Financial Corporation (EIN 84-1037475) is a plan sponsor located in Santa Barbara, CA with 1 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: 84-1037475
Location: Santa Barbara, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Maxim Financial Corporation

1 loaded plans hold $6.3M in reported assets.
The largest, Maxim Financial Corporation Esop, holds 100% of this company's reported plan assets.
Plans cover 1 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.3MSummed across loaded plans$6,254,133

Total reported assets$6.3M$6,254,133

Total reported participants1

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.3M total assets

Net assets$6.3MLiabilities$0

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions$334.3K

Expenses & distributions

Benefits paid / distributions$321.7K

Total expenses$321.8K

Net increase / (decrease)$12.5K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Maxim Financial Corporation Esop

Participants per plan1Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Maxim Financial Corporation Esop$6.3M
Plan #002 · 1 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Maxim Financial Corporation. Open one for its full reported snapshot.

2023
Maxim Financial Corporation Esop1 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Maxim Financial Corporation report on Form 5500?: Maxim Financial Corporation (EIN 84-1037475) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Maxim Financial Corporation?: The Employer Identification Number (EIN) reported for Maxim Financial Corporation is 84-1037475.
What is the latest Form 5500 filing year for Maxim Financial Corporation?: The latest loaded Form 5500 filing year for Maxim Financial Corporation is 2023.