Retirement plan

MAXLB INC. RETIREMENT PLAN

Name: MAXLB INC. - MAXLB INC. RETIREMENT PLAN (2023) Form 5500
Creator: MAXLB INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAXLB INC. RETIREMENT PLAN, MAXLB INC.

MAXLB INC.EIN 93-4040135Plan #001PY 2023

32175 VERBENA WAY - TEMECULA, CA 92591858-361-0520

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$400K

No prior year

Total participants

No prior year

Average account balance

$400,000

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 41,854 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,854 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2R3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$15

$15 / participant

Other / not subdivided$15100.0%

% of EOY assets

0.004%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$400,000

$96,643+313.9%

$86,617+361.8%

$139,456+186.8%

Participation rate

100.0%

74.4%+25.6pp

71.7%+28.3pp

80.3%+19.7pp

Annual return

0.00%

106.57%-106.6pp

591.91%-591.9pp

373.45%-373.4pp

Employer contribution / active EE

$3,264-100.0%

$3,023-100.0%

$4,753-100.0%

Participant deferral / active EE

$4,835-100.0%

$4,437-100.0%

$6,711-100.0%

Admin fee / account holder

$15

$6,406-99.8%

$5,613-99.7%

$11,407-99.9%

MAXLB INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAXLB INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion