How big is Maxwell McKenney, Inc.'s plan?

Maxwell McKenney, Inc.'s plan reported $305K in assets and 7 participants for 2023.

Original filing (PDF)20241014161922NAL0046777568001

Maxwell McKenney, Inc.

Name: Maxwell McKenney, Inc. — Maxwell McKenney, Inc., Form 5500 (2023)
Creator: Maxwell McKenney, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxwell McKenney, Inc. 401(k) Plan

401(k) retirement plan · Maxwell McKenney, Inc.'s Maxwell McKenney, Inc. 401(k) Plan held $305K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

People on this filing

Marilyn McKenney signed Maxwell McKenney, Inc.'s 2023 Form 5500 as plan administrator.

Marilyn McKenney — 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 McKenney, Inc.'s EIN is 22-1754291.

EIN 22-1754291

Plan number 001

Plan year 2023

ACK ID 20241014161922NAL0046777568001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Maxwell McKenney, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Maxwell McKenney, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MCKENNEY, INC..

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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