ESOP
2023 plan-year ESOP DOL Form 5500

Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Max Kade Foundation Inc ยท New York ยท Other Services

What the 2023 filing shows

Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref holds N/A for 3 participants.

N/A
total plan assets (2023 EOY)
3
covered participants
Total Assets (2023)
N/A
Participants
3
State
Industry
Other Services

What the Filing Says About Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref

Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref is a ESOP retirement plan sponsored by Max Kade Foundation Inc, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135658082, and the plan has been effective since 1959-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeESOP
Employer EIN135658082
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Max Kade Foundation Inc)

Year Plans Participants Total Assets
2022 1 3 N/A
2023 1 3 N/A
2024 1 3 N/A

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Frequently Asked Questions

How much money is in the Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref?
As of the 2023 Form 5500 filing, Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref holds N/A in total assets with 3 participants. It is sponsored by Max Kade Foundation Inc.
What type of plan is Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref?
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref is a ESOP plan. It has been effective since 1959-07-01. The plan is filed with the U.S. Department of Labor under EIN 135658082.
Who sponsors the Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref?
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref is sponsored by Max Kade Foundation Inc, located in New York. The sponsor's EIN is 135658082 and the plan operates in the Other Services industry.
How did Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref perform in 2023?
Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref held N/A in total assets at the end of 2023.
Where can I find official filings for Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref?
Official Form 5500 filings for Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135658082 or plan name at efast.dol.gov.
How does Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref compare to other plans?
You can compare Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref against other ESOP plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 135658082.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.