· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHARLES MAX LAYDEN — LAYDEN & LAYDEN MONEY PURCHASE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240717141107NAL0002452083001
CHARLES MAX LAYDEN
Form 5500-SF
FILING_RECEIVED
LAYDEN & LAYDEN MONEY PURCHASE PENSION PLAN
Defined-contribution retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLES MAX LAYDEN
.
Find decision makers
Plan sponsor
Name
CHARLES MAX LAYDEN
DBA
LAYDEN & LAYDEN
EIN
36-1668017
Address
201 MAIN ST STE 900 · LAFAYETTE, IN · 479011208
Phone
(765) 742-7646
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-17
Pension benefit codes
2C · Money purchase (other than target benefit)
3B · Covers self-employed individuals
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
Related plans
Similar-size Professional & Technical Services plans
CHARLES MAX LAYDEN
LAYDEN & LAYDEN MONEY PURCHASE PENSION PLAN
$1.6M · 3 participants
MENDEZ LLC
MENDEZ LLC RETIREMENT PLAN
$1.8M · 2 participants
CESAR T ALCOVER
CESAR T ALCOVER ACOSTA RETIREMENT PLAN
$424K · 1 participants
UCHE O ASONYE
ASONYE AND ASSOCIATES MONEY PURCHASE
$240K · 3 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
