Plan5500

Max Home, LLC Employees Savings Trust — Form 5500 plan (Max Home, LLC)

Plain-English plan 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 Home, LLC Employees Savings Trust is a benefit plan reported by Max Home, LLC under EIN 20-0055577 and plan number 001. The latest loaded filing year is 2023. The filing reports 584 participants and $2,002,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Max Home, LLC
EIN
20-0055577
Plan number
001
Plan type
2
Location
Fulton, MS
Latest filing year
2023
Participants
584
End-of-year plan assets
$2,002,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023584H, C20241011113412NAL0021770481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,002,402
Total liabilities (EOY)
$0
Net assets (EOY)
$2,002,402
Net assets (BOY)
$1,639,221

Income & contributions

Employer contributions
$39,189
Participant contributions
$193,045
Total contributions
$272,214
Total income / additions
$513,670

Expenses & distributions

Benefits paid
$136,153
Administrative expenses
$14,336
Total expenses
$150,489
Net increase / (decrease)
$363,181

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance Corp.RECORDKEEPER$7,203$02023
Stadion Money Management, LLCMANAGED ACCOUNT PROVIDER$7,133not reported in the loaded dataset2023

Related Form 5500 pages