2023 Form 5500 filing — Maxco Supply, Inc. 401(K) Plan

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 20241014181822NAL0047136720001) for Maxco Supply, Inc. 401(K) Plan, reported by Maxco Supply, Inc under EIN 94-2181697 and plan number 002. It reports 366 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)$8.8MReported net assets$8,760,107
Participants366
Provider compensation$25K3 Schedule C row(s)$25,008
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014181822NAL0047136720001
Plan sponsor
Maxco Supply, Inc
EIN
94-2181697
Plan number
002
Location
Parlier, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$973.8K
Benefits paid / distributions$948.8K
Contributions
Employer$326.8K
Participant$549.7K
Full reported line items
Total assets (EOY)
$8,760,107
Total liabilities (EOY)
$0
Net assets (EOY)
$8,760,107
Employer contributions
$326,753
Participant contributions
$549,717
Total income / additions
$2,055,404
Benefits paid
$948,800
Administrative expenses
$25,008
Total expenses
$973,808
Net increase / (decrease)
$1,081,596
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $17.5K
  2. 2
    RECORDKEEPER · Direct $7.1K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $393

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014181822NAL0047136720001 cover?
It is the 2023 Form 5500 filing for Maxco Supply, Inc. 401(K) Plan, reported by Maxco Supply, Inc (EIN 94-2181697).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages