How big is Maxwell Wealth Strategies Inc.'s plan?

Maxwell Wealth Strategies Inc.'s plan reported $2K in assets and 3 participants for 2025.

Original filing (PDF)20260408151609NAL0012880275001

Maxwell Wealth Strategies Inc.

Name: Maxwell Wealth Strategies Inc. — Maxwell Wealth, Form 5500 (2025)
Creator: Maxwell Wealth Strategies Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxwell Wealth Strategies Inc. Retirement Plan

401(k) retirement plan · Maxwell Wealth Strategies Inc.'s Maxwell Wealth Strategies Inc. Retirement Plan held $2K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

James Eric Maxwell signed Maxwell Wealth Strategies Inc.'s 2025 Form 5500 as plan administrator.

James Eric Maxwell — 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

Maxwell Wealth Strategies Inc.'s EIN is 47-4537598.

EIN 47-4537598

Plan number 001

Plan year 2025

ACK ID 20260408151609NAL0012880275001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Maxwell Wealth Strategies Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAXWELL WEALTH STRATEGIES 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

Helping the score