2023 Form 5500 filing — Max Hospitality 401(K) Profit Sharing 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 20241015092148NAL0029118465001) for Max Hospitality 401(K) Profit Sharing Plan, reported by Max Hospitality, LLC under EIN 87-3600947 and plan number 001. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092148NAL0029118465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Max Hospitality, LLC
- EIN
- 87-3600947
- Plan number
- 001
- Location
- Hartford, CT
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,712,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,712,637
- Employer contributions
- $316,225
- Participant contributions
- $466,046
- Total income / additions
- $1,272,957
- Benefits paid
- $231,434
- Administrative expenses
- $42,630
- Total expenses
- $274,064
- Net increase / (decrease)
- $998,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Consultants, Inc. | THIRD PARTY ADMIN | $16,311 | not reported in the loaded dataset |
| Capital Group Retirement Plan Srvcs | RECORDKEEPER | $16,256 | $0 |
| Usb Financial Services, Inc. | INVESTMENT ADVISOR | $10,063 | not reported in the loaded dataset |