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, Maxim Group, LLC 401(K) Plan is a benefit plan reported by Maxim Group, LLC under EIN 04-3640096 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $72,179,224 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,179,224
- Net assets (EOY)
- $72,179,224
- Net assets (BOY)
- $64,251,376
Income & contributions
- Employer contributions
- $200,882
- Participant contributions
- $2,624,103
- Total contributions
- $3,101,255
- Total income / additions
- $14,677,779
Expenses & distributions
- Benefits paid
- $6,644,475
- Administrative expenses
- $105,456
- Total expenses
- $6,749,931
- Net increase / (decrease)
- $7,927,848