How big is Maxwell Clinic, PLC's plan?

Maxwell Clinic, PLC's plan reported $1.7M in assets and 24 participants for 2024.

Original filing (PDF)20251002110259NAL0000297699001

Maxwell Clinic, PLC

Name: Maxwell Clinic, PLC — Maxwell Clinic 401(k) Profit, Form 5500 (2024)
Creator: Maxwell Clinic, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxwell Clinic 401(k) Profit Sharing Plan

401(k) retirement plan · Maxwell Clinic, PLC's Maxwell Clinic 401(k) Profit Sharing Plan held $1.7M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

David H. Haase, M.D. signed Maxwell Clinic, PLC's 2024 Form 5500 as plan administrator.

David H. Haase, M.D. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Maxwell Clinic, PLC's EIN is 20-0244667.

EIN 20-0244667

Plan number 001

Plan year 2024

ACK ID 20251002110259NAL0000297699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maxwell Clinic, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maxwell Clinic, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAXWELL CLINIC, PLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score