2023 Form 5500 filing — Max Home, LLC Employees Savings Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011113412NAL0021770481001) for Max Home, LLC Employees Savings Trust, reported by Max Home, LLC under EIN 20-0055577 and plan number 001. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2MReported net assets$2,002,402
Participants584
Provider compensation$14.3K2 Schedule C row(s)$14,336
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011113412NAL0021770481001
- Plan sponsor
- Max Home, LLC
- EIN
- 20-0055577
- Plan number
- 001
- Location
- Fulton, MS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,002,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,002,402
- Employer contributions
- $39,189
- Participant contributions
- $193,045
- Total income / additions
- $513,670
- Benefits paid
- $136,153
- Administrative expenses
- $14,336
- Total expenses
- $150,489
- Net increase / (decrease)
- $363,181
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp. | RECORDKEEPER | $7,203 | $0 |
| Stadion Money Management, LLC | MANAGED ACCOUNT PROVIDER | $7,133 | not reported in the loaded dataset |