2023 Form 5500 filing — Maximus 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 20241015144142NAL0030018513001) for Maximus 401(K) Plan, reported by Maximus Real Estate Partners Ltd under EIN 46-3150698 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.9MReported net assets$4,853,611
Participants135
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015144142NAL0030018513001
Plan sponsor
Maximus Real Estate Partners Ltd
EIN
46-3150698
Plan number
001
Location
San Francisco, 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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$761.3K
Benefits paid / distributions$680K
Contributions
Employer$114.8K
Participant$341K
Full reported line items
Total assets (EOY)
$4,853,611
Total liabilities (EOY)
$0
Net assets (EOY)
$4,853,611
Employer contributions
$114,784
Participant contributions
$341,016
Total income / additions
$1,206,240
Benefits paid
$679,954
Administrative expenses
$40,012
Total expenses
$761,298
Net increase / (decrease)
$444,942

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015144142NAL0030018513001 cover?
It is the 2023 Form 5500 filing for Maximus 401(K) Plan, reported by Maximus Real Estate Partners Ltd (EIN 46-3150698).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages