Original filing (PDF)20241009080009NAL0032162864010

MAXWELL HERITAGE FUND, LTD.

Name: MAXWELL HERITAGE FUND, LTD. — MAXWELL HERITAGE FUND, LTD PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MAXWELL HERITAGE FUND, LTD.

Form 5500-SF

FILING_RECEIVED

MAXWELL HERITAGE FUND, LTD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

—

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXWELL HERITAGE FUND, LTD..

Plan sponsor

Name

MAXWELL HERITAGE FUND, LTD.

EIN

80-0076207

Address

1140 WESTPARK AVENUE · VICTORIA, TX · 77905

Phone

(361) 575-4185

Industry

Finance & Insurancesee all

Plan administrator

Name

MICHAEL S. KLINGLE, CPA, PLLC

EIN

81-0858539

City

VICTORIA, TX

Phone

(361) 578-2721

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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

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