Maintenx 401(K) Plan — Form 5500 plan (Maintenx International Service Management Group, 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, Maintenx 401(K) Plan is a benefit plan reported by Maintenx International Service Management Group, Inc. under EIN 27-5201132 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $9,988,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maintenx International Service Management Group, Inc.
- EIN
- 27-5201132
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $9,988,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20250411141122NAL0026261729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,988,906
- Net assets (EOY)
- $9,988,906
- Net assets (BOY)
- $7,441,955
Income & contributions
- Employer contributions
- $662,492
- Participant contributions
- $866,083
- Total contributions
- $1,732,955
- Total income / additions
- $2,992,825
Expenses & distributions
- Benefits paid
- $433,054
- Administrative expenses
- $12,820
- Total expenses
- $445,874
- Net increase / (decrease)
- $2,546,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Broad Street Capital Partners, LLC | INVESTMENT ADVISOR | $28,070 | $0 | 2023 |
| Penservco, Inc. | CONTRACT ADMIN | $10,005 | $4,010 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $6,584 | $0 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maintenx International Service Management Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Broad Street Capital Partners, LLC — Schedule C compensation
- Penservco, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation