Maximus, Inc. 401(K) Plan — Form 5500 plan (Maximus, 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, Maximus, Inc. 401(K) Plan is a benefit plan reported by Maximus, Inc. under EIN 54-1000588 and plan number 001. The latest loaded filing year is 2023. The filing reports 35,270 participants and $763,096,606 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maximus, Inc.
- EIN
- 54-1000588
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 35,270
- End-of-year plan assets
- $763,096,606
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35,270 | H, C | 20241011062200NAL0043361602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $763,096,606
- Total liabilities (EOY)
- $29
- Net assets (EOY)
- $763,096,577
- Net assets (BOY)
- $592,196,074
Income & contributions
- Employer contributions
- $35,210,308
- Participant contributions
- $76,867,042
- Total contributions
- $125,434,439
- Total income / additions
- $243,921,752
Expenses & distributions
- Benefits paid
- $72,668,777
- Administrative expenses
- $283,010
- Total expenses
- $73,021,249
- Net increase / (decrease)
- $170,900,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $207,643 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco, LLC | INVESTMENT ADVISOR | $32,500 | not reported in the loaded dataset | 2023 |
| Grant, Millman & Johnson, Pc | ACCOUNTANT/AUDITOR | $6,200 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$24,962 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maximus, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Strategic Advisors, Inc. — Schedule C compensation
- Creative Planning Holdco, LLC — Schedule C compensation
- Grant, Millman & Johnson, Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation