How big is Joseph B Maxwell Jr.'s plan?

Joseph B Maxwell Jr.'s plan covered 1 participants for 2023.

Original filing (PDF)20240624075149NAL0005750465001

Joseph B Maxwell Jr.

Name: Joseph B Maxwell Jr. — Joseph B Maxwell Jr. 401(k), Form 5500 (2023)
Creator: Joseph B Maxwell Jr.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph B Maxwell Jr. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Joseph B Maxwell Jr.'s Joseph B Maxwell Jr. 401(k) Profit Sharing Plan & Trust covered 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Edward Rojas signed Joseph B Maxwell Jr.'s 2023 Form 5500 as plan administrator.

Edward Rojas — 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

Joseph B Maxwell Jr.'s EIN is 95-2931456.

EIN 95-2931456

Plan number 001

Plan year 2023

ACK ID 20240624075149NAL0005750465001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Joseph B Maxwell Jr. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Joseph B Maxwell Jr.'s 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 JOSEPH B MAXWELL JR.

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Plan health score

Above-average plan

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

Knocking points off