How big is Maxwell Financial MGT's plan?

Maxwell Financial MGT's plan reported $3K in assets and 4 participants for 2024.

Original filing (PDF)20251126140727NAL0009493698001

Maxwell Financial MGT

Name: Maxwell Financial MGT — Maxwell Financial MGT SOCA, Form 5500 (2024)
Creator: Maxwell Financial MGT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxwell Financial MGT SOCA Benefit Plan

Health & welfare plan · Maxwell Financial MGT's Maxwell Financial MGT SOCA Benefit Plan held $3K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$965

People on this filing

Matt Appenzeller signed Maxwell Financial MGT's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Financial MGT's EIN is 20-4156790.

EIN 20-4156790

Plan number 502

Plan year 2024

ACK ID 20251126140727NAL0009493698001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Maxwell Financial MGT's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score