Max Hospitality 401(K) Profit Sharing Plan — Form 5500 plan (Max Hospitality, LLC)
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 Hospitality 401(K) Profit Sharing Plan is a benefit plan reported by Max Hospitality, LLC under EIN 87-3600947 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $3,712,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Max Hospitality, LLC
- EIN
- 87-3600947
- Plan number
- 001
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 417
- End-of-year plan assets
- $3,712,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 417 | H, C | 20241015092148NAL0029118465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,712,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,712,637
- Net assets (BOY)
- $2,713,744
Income & contributions
- Employer contributions
- $316,225
- Participant contributions
- $466,046
- Total contributions
- $800,189
- Total income / additions
- $1,272,957
Expenses & distributions
- Benefits paid
- $231,434
- Administrative expenses
- $42,630
- Total expenses
- $274,064
- Net increase / (decrease)
- $998,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Consultants, Inc. | THIRD PARTY ADMIN | $16,311 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Srvcs | RECORDKEEPER | $16,256 | $0 | 2023 |
| Usb Financial Services, Inc. | INVESTMENT ADVISOR | $10,063 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Max Hospitality, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Pension Consultants, Inc. — Schedule C compensation
- Capital Group Retirement Plan Srvcs — Schedule C compensation
- Usb Financial Services, Inc. — Schedule C compensation