How big is Maxson and Associates, Inc.'s plan?

Maxson and Associates, Inc.'s plan reported $3.1M in assets and 40 participants for 2024.

Original filing (PDF)20251010150142NAL0008363233001

Maxson and Associates, Inc.

Name: Maxson and Associates, Inc. — Maxson and Associates, Form 5500 (2024)
Creator: Maxson and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxson and Associates, Inc. Retirement Plan

401(k) retirement plan · Maxson and Associates, Inc.'s Maxson and Associates, Inc. Retirement Plan held $3.1M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Plan Sponsor signed Maxson and Associates, Inc.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

Maxson and Associates, Inc.'s EIN is 56-1138300.

EIN 56-1138300

Plan number 001

Plan year 2024

ACK ID 20251010150142NAL0008363233001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maxson and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maxson and Associates, Inc.'s plan includes profit-sharing, 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 MAXSON AND ASSOCIATES, 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