Max-Tech Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Max-Tech, Inc.)

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-Tech Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Max-Tech, Inc. under EIN 20-3705624 and plan number 001. The latest loaded filing year is 2023. The filing reports 441 participants and $11,853,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Max-Tech, Inc.
EIN
20-3705624
Plan number
001
Plan type
2
Location
Hamel, MN
Latest filing year
2023
Participants
441
End-of-year plan assets
$11,853,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20241015120735NAL0028331937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,853,464
Total liabilities (EOY)
$0
Net assets (EOY)
$11,853,464
Net assets (BOY)
$8,096,993

Income & contributions

Employer contributions
$785,099
Participant contributions
$1,107,254
Total contributions
$2,837,031
Total income / additions
$4,581,896

Expenses & distributions

Benefits paid
$795,209
Administrative expenses
$30,216
Total expenses
$825,425
Net increase / (decrease)
$3,756,471

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bremer Bank NaADVISOR$19,469not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,747$02023

Related Form 5500 pages