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).
- EFAST2 acknowledgement
- 20241011113412NAL0021770481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Max Home, LLC
- EIN
- 20-0055577
- Plan number
- 001
- Location
- Fulton, MS
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- 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
- Schedule source
- Schedule H
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 |