2023 Form 5500 filing — Maintenx 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 20250411141122NAL0026261729001) for Maintenx 401(K) Plan, reported by Maintenx International Service Management Group, Inc. under EIN 27-5201132 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411141122NAL0026261729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maintenx International Service Management Group, Inc.
- EIN
- 27-5201132
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,988,906
- Net assets (EOY)
- $9,988,906
- Employer contributions
- $662,492
- Participant contributions
- $866,083
- Total income / additions
- $2,992,825
- Benefits paid
- $433,054
- Administrative expenses
- $12,820
- Total expenses
- $445,874
- Net increase / (decrease)
- $2,546,951
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Broad Street Capital Partners, LLC | INVESTMENT ADVISOR | $28,070 | $0 |
| Penservco, Inc. | CONTRACT ADMIN | $10,005 | $4,010 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,584 | $0 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $0 | $0 |