How big is Maxann, LLC DBA Sunbelt Business Advisors' plan?

Maxann, LLC DBA Sunbelt Business Advisors' plan reported $864K in assets and 18 participants for 2024.

Original filing (PDF)20251010124023NAL0017967426001

Maxann, LLC DBA Sunbelt Business Advisors

Name: Maxann, LLC DBA Sunbelt Business Advisors — Form 5500 Plan 001 (2024)
Creator: Maxann, LLC DBA Sunbelt Business Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxann, LLC 401(k) Plan

401(k) retirement plan · Maxann, LLC DBA Sunbelt Business Advisors' Maxann, LLC 401(k) Plan held $864K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

People on this filing

Robert Downs signed Maxann, LLC DBA Sunbelt Business Advisors' 2024 Form 5500 as plan administrator.

Robert Downs — 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

Maxann, LLC DBA Sunbelt Business Advisors' EIN is 41-1982919.

EIN 41-1982919

Plan number 001

Plan year 2024

ACK ID 20251010124023NAL0017967426001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maxann, LLC DBA Sunbelt Business Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maxann, LLC DBA Sunbelt Business Advisors' 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 MAXANN, LLC DBA SUNBELT BUSINESS ADVISORS.

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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