Maxima Products Employee Stock Ownership Plan — Form 5500 plan (South West Lubricants, 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, Maxima Products Employee Stock Ownership Plan is a benefit plan reported by South West Lubricants, Inc. under EIN 33-0089585 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $7,796,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South West Lubricants, Inc.
- EIN
- 33-0089585
- Plan number
- 001
- Plan type
- 2
- Location
- Santee, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $7,796,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240930101911NAL0010909378001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,796,924
- Net assets (EOY)
- $7,796,924
- Net assets (BOY)
- $7,284,151
Income & contributions
- Total income / additions
- $512,773
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $512,773
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.