401(k)
2023 plan-year 401(k) DOL Form 5500

Max Hospitality 401(k) Profit Sharing Plan

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

Sponsored by Max Hospitality, LLC ยท Connecticut ยท Food Services & Accommodation

What the 2023 filing shows

Max Hospitality 401(k) Profit Sharing Plan holds $4M for 277 participants - about $13,403 per participant, up 36.8% over the 2023 plan year.

$4M
total plan assets (2023 EOY)
277
covered participants
$13,403
avg assets per participant
+36.8%
assets growth YoY
Total Assets (2023)
$4M
Participants
277
State
Industry
Food Services & Accommodation

What the Filing Says About Max Hospitality 401(k) Profit Sharing Plan

Max Hospitality 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Max Hospitality, LLC, headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 277 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 873600947, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $4M at year-end โ€” a gain of 36.8%. Net assets (after liabilities) closed the year at $4M, with reported net income of $999K driven by investment returns, contributions received, and benefit payments during the period. 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 1 prior plan-year filing 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)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$999K
Plan Type401(k)
Employer EIN873600947
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Max Hospitality, LLC)

Year Plans Participants Total Assets
2023 1 277 $4M
2024 1 238 $5M

Nearby 401(k) Plans in Connecticut

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Frequently Asked Questions

How much money is in the Max Hospitality 401(k) Profit Sharing Plan?
As of the 2023 Form 5500 filing, Max Hospitality 401(k) Profit Sharing Plan holds $4M in total assets with 277 participants. It is sponsored by Max Hospitality, LLC.
What type of plan is Max Hospitality 401(k) Profit Sharing Plan?
Max Hospitality 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 873600947.
Who sponsors the Max Hospitality 401(k) Profit Sharing Plan?
Max Hospitality 401(k) Profit Sharing Plan is sponsored by Max Hospitality, LLC, located in Connecticut. The sponsor's EIN is 873600947 and the plan operates in the Food Services & Accommodation industry.
How did Max Hospitality 401(k) Profit Sharing Plan perform in 2023?
Max Hospitality 401(k) Profit Sharing Plan grew by 36.8% during 2023, moving from $3M to $4M in total assets. Net income was $999K.
Where can I find official filings for Max Hospitality 401(k) Profit Sharing Plan?
Official Form 5500 filings for Max Hospitality 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 873600947 or plan name at efast.dol.gov.
How does Max Hospitality 401(k) Profit Sharing Plan compare to other plans?
You can compare Max Hospitality 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Connecticut 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 873600947.

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.