Original filing (PDF)20230602130037NAL0045175906001

THE JOHN MAXWELL TEAM, INC.

Name: THE JOHN MAXWELL TEAM, INC. — THE JOHN MAXWELL TEAM, INC. 401(K) PLAN, Form 5500 (2022)
Creator: THE JOHN MAXWELL TEAM, INC.

Form 5500-SF

FILING_RECEIVED

THE JOHN MAXWELL TEAM, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

THE JOHN MAXWELL TEAM, INC.

EIN

27-1106552all filings

Address

P.O. BOX 3667 · JUPITER, FL · 32469

Phone

(561) 801-2393

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

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

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