Original filing (PDF)20260115151711NAL0006868323001

MAX AUTO SUPPLY COMPANY

Name: MAX AUTO SUPPLY COMPANY — MAX AUTO SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: MAX AUTO SUPPLY COMPANY

Form 5500

FILING_RECEIVED

MAX AUTO SUPPLY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

394

Accounts w/ balance

449

Plan assets (EOY)

$196.8M

Net assets (EOY)

$131.7M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAX AUTO SUPPLY COMPANY.

Plan sponsor

Name

MAX AUTO SUPPLY COMPANY

EIN

34-4475590

Address

5435 MONROE STREET SUITE B · TOLEDO, OH · 43623

Phone

(419) 243-7281

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

WILLIAM VAUGHN COMPANY

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $196.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Max Auto Supply Company, Inc.	—	—	$74.6M	$196.8M	100.0%
	Goldman Sachs Mutual Fund	—	—	$23K	$23K	<0.1%

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