How big is Max Siegel Inc.'s plan?

Max Siegel Inc.'s plan reported $31K in assets and 4 participants for 2025.

Original filing (PDF)20260422120951NAL0001935171001

Max Siegel Inc.

Name: Max Siegel Inc. — Max Siegel Inc. 401(k) Profit, Form 5500 (2025)
Creator: Max Siegel Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Max Siegel Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Max Siegel Inc.'s Max Siegel Inc. 401(k) Profit Sharing Plan & Trust held $31K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

John Terrell signed Max Siegel Inc.'s 2025 Form 5500 as plan administrator.

John Terrell — 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

Max Siegel Inc.'s EIN is 27-0904369.

EIN 27-0904369

Plan number 001

Plan year 2025

ACK ID 20260422120951NAL0001935171001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Max Siegel Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Max Siegel Inc.'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 MAX SIEGEL 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

Knocking points off