Original filing (PDF)20231128141302NAL0010531600001

MAXIMUM TITLE & ESCROW SERVICES INC.

Name: MAXIMUM TITLE & ESCROW SERVICES INC. — MAXIMUM TITLE AND ESCROW SERVICES INC. SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: MAXIMUM TITLE & ESCROW SERVICES INC.

Form 5500-SF

FILING_RECEIVED

MAXIMUM TITLE AND ESCROW SERVICES INC. SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXIMUM TITLE & ESCROW SERVICES INC..

Plan sponsor

Name

MAXIMUM TITLE & ESCROW SERVICES INC.

EIN

05-0581243

Address

400 W BAGLEY ROAD · BEREA, OH · 44017

Phone

(440) 801-5000

Industry

Professional & Technical Servicessee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

SEEN AT WORK, LLC

SEEN AT WORK, LLC 401(K) PLAN

LAM HEALTHCARE CONSULTANT LLC

LAM HEALTHCARE CONSULTANT LLC 401(K) PLAN

$0 · 1 participants

K. EDWARD SAFIR, CHAPTER 13 TRUSTEE

K. EDWARD SAFIR, CHAPTER 13 TRUSTEE 401(K) PLAN

BATON ROUGE CAPITAL CONFLICT OFFICE

BATON ROUGE CAPITAL CONFLICT OFFICE 401(K) PLAN

VANGUARD CORPORATE SERVICES LTD

VANGUARD CORPORATE SERVICES LTD PROFIT SHARING PLAN