Civic Intelligence
Filing

Maximum Efficiency Squared 401(K) Retirement Savings Plan

Maximum Efficiency Squared LLC • EIN 20-1251168 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Up

60 → 368

308 • 513.33%

Assets

Up

$36,162 → $847,214

$811,052 • 2,242.83%

Investment Management Fee

-

Admin expenses - • Total expenses $46,881

Filing Details

Context
Net investment result
$811,052
Pension payor EIN
74-1625348

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20161612$1,220,563$119,706$196iApproximate average salary by contribution assumption: employee only about $4,890 at 4% or $3,260 at 6%; with 50% employer match about $3,260 at 4% or $2,173 at 6%; with 100% employer match about $2,445 at 4% or $1,630 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-612$1,220,563$119,706$196iApproximate average salary by contribution assumption: employee only about $4,890 at 4% or $3,260 at 6%; with 50% employer match about $3,260 at 4% or $2,173 at 6%; with 100% employer match about $2,445 at 4% or $1,630 at 6%.
20152559$1,180,386$107,488$192iApproximate average salary by contribution assumption: employee only about $4,807 at 4% or $3,205 at 6%; with 50% employer match about $3,205 at 4% or $2,137 at 6%; with 100% employer match about $2,404 at 4% or $1,602 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-559$1,180,386$107,488$192iApproximate average salary by contribution assumption: employee only about $4,807 at 4% or $3,205 at 6%; with 50% employer match about $3,205 at 4% or $2,137 at 6%; with 100% employer match about $2,404 at 4% or $1,602 at 6%.
DEXTERA HR HEALTH PLANS-165---
20142816$1,211,582$120,346$147iApproximate average salary by contribution assumption: employee only about $3,687 at 4% or $2,458 at 6%; with 50% employer match about $2,458 at 4% or $1,639 at 6%; with 100% employer match about $1,844 at 4% or $1,229 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-816$1,211,582$120,346$147iApproximate average salary by contribution assumption: employee only about $3,687 at 4% or $2,458 at 6%; with 50% employer match about $2,458 at 4% or $1,639 at 6%; with 100% employer match about $1,844 at 4% or $1,229 at 6%.
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-461---
20132952$1,432,534$129,679$136iApproximate average salary by contribution assumption: employee only about $3,405 at 4% or $2,270 at 6%; with 50% employer match about $2,270 at 4% or $1,514 at 6%; with 100% employer match about $1,703 at 4% or $1,135 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-952$1,432,534$129,679$136iApproximate average salary by contribution assumption: employee only about $3,405 at 4% or $2,270 at 6%; with 50% employer match about $2,270 at 4% or $1,514 at 6%; with 100% employer match about $1,703 at 4% or $1,135 at 6%.
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-448---
201231,029$1,517,926$226,991$221iApproximate average salary by contribution assumption: employee only about $5,515 at 4% or $3,677 at 6%; with 50% employer match about $3,677 at 4% or $2,451 at 6%; with 100% employer match about $2,757 at 4% or $1,838 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-1,029$1,517,926$226,991$221iApproximate average salary by contribution assumption: employee only about $5,515 at 4% or $3,677 at 6%; with 50% employer match about $3,677 at 4% or $2,451 at 6%; with 100% employer match about $2,757 at 4% or $1,838 at 6%.
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-417---
MAXIMUM EFFICIENCY SQUARED, LLC EMPLOYEE BENEFIT PLAN-0---
20113640$1,314,996$185,427$290iApproximate average salary by contribution assumption: employee only about $7,243 at 4% or $4,829 at 6%; with 50% employer match about $4,829 at 4% or $3,219 at 6%; with 100% employer match about $3,622 at 4% or $2,414 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-640$1,314,996$185,427$290iApproximate average salary by contribution assumption: employee only about $7,243 at 4% or $4,829 at 6%; with 50% employer match about $4,829 at 4% or $3,219 at 6%; with 100% employer match about $3,622 at 4% or $2,414 at 6%.
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-590---
MAXIMUM EFFICIENCY SQUARED, LLC EMPLOYEE BENEFIT PLAN-310---
20103640$1,308,405$181,454$284iApproximate average salary by contribution assumption: employee only about $7,088 at 4% or $4,725 at 6%; with 50% employer match about $4,725 at 4% or $3,150 at 6%; with 100% employer match about $3,544 at 4% or $2,363 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-640$1,308,405$181,454$284iApproximate average salary by contribution assumption: employee only about $7,088 at 4% or $4,725 at 6%; with 50% employer match about $4,725 at 4% or $3,150 at 6%; with 100% employer match about $3,544 at 4% or $2,363 at 6%.
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-579---
MAXIMUM EFFICIENCY SQUARED, LLC EMPLOYEE BENEFIT PLAN-259---
20093708$1,189,332$165,783$234iApproximate average salary by contribution assumption: employee only about $5,854 at 4% or $3,903 at 6%; with 50% employer match about $3,903 at 4% or $2,602 at 6%; with 100% employer match about $2,927 at 4% or $1,951 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-640$1,189,332$165,783$259iApproximate average salary by contribution assumption: employee only about $6,476 at 4% or $4,317 at 6%; with 50% employer match about $4,317 at 4% or $2,878 at 6%; with 100% employer match about $3,238 at 4% or $2,159 at 6%.
MAXIMUM EFFICIENCY SQUARED, LLC EMPLOYEE BENEFIT PLAN-309---
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-708---
20083658$1,005,244$227,949$346iApproximate average salary by contribution assumption: employee only about $8,661 at 4% or $5,774 at 6%; with 50% employer match about $5,774 at 4% or $3,849 at 6%; with 100% employer match about $4,330 at 4% or $2,887 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings Plan-658$1,005,244$227,949$346iApproximate average salary by contribution assumption: employee only about $8,661 at 4% or $5,774 at 6%; with 50% employer match about $5,774 at 4% or $3,849 at 6%; with 100% employer match about $4,330 at 4% or $2,887 at 6%.
MAXIMUM EFFICIENCY SQUARED, LLC EMPLOYEE BENEFIT PLAN-198---
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-243---
20073548$0$0-
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-240---
MAXIMUM EFFICIENCY SQUARED, LLC EMPLOYEE BENEFIT PLAN-157---
Maximum Efficiency Squared 401(K) Retirement Savings Plan-548---
20063368$847,214$803,419$2,183iApproximate average salary by contribution assumption: employee only about $54,580 at 4% or $36,387 at 6%; with 50% employer match about $36,387 at 4% or $24,258 at 6%; with 100% employer match about $27,290 at 4% or $18,193 at 6%.
Maximum Efficiency Squared 401(K) Retirement Savings PlanCurrent368$847,214$803,419$2,183iApproximate average salary by contribution assumption: employee only about $54,580 at 4% or $36,387 at 6%; with 50% employer match about $36,387 at 4% or $24,258 at 6%; with 100% employer match about $27,290 at 4% or $18,193 at 6%.
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-303---
MAXIMUM EFFICIENCY SQUARED, LLC EMPLOYEE BENEFIT PLAN-139---
20052317$0$0-
Maximum Efficiency Squared LLC Dental and Life Insurance Plan-317---
MAXIMUM EFFICIENCY SQUARED EMPLOYEE BENEFIT PLAN-151---
20041223$0$0-
Maximum Efficiency Squared 401(K) Retirement Savings Plan-223---
Schedule Details

Schedule A

Row 1
Filing Id
91037338075467
Form Id
84434837
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
6020377282860030002
Ins Broker 01 Name
BRIAN LEDBETTER
Ins Broker 01 Street Addr
2929 ALLEN PARKWAY
Ins Broker 01 City
HOUSTON
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
77019
Ins Broker Comm Pd 01 Amount
$10,377
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 2
Filing Id
91037338075467
Form Id
84434837
Page Id
2
Page Seq
0
Page Row Num
2
Row Num
1
Image Form Id
6020377282860030002
Ins Broker 01 Name
GEORGE HENDRIX III
Ins Broker 01 Street Addr
2929 ALLEN PARKWAY
Ins Broker 01 City
HOUSTON
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
77019
Ins Broker Comm Pd 01 Amount
$4,892
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Filing Id
91037338075467
Form Id
84434837
Page Id
2
Page Seq
0
Page Row Num
3
Row Num
2
Image Form Id
6020377282860030002
Ins Broker 01 Name
TROY WEBB
Ins Broker 01 Street Addr
2929 ALLEN PARKWAY
Ins Broker 01 City
HOUSTON
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
77019
Ins Broker Comm Pd 01 Amount
$2,454
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 4
Filing Id
91037338075467
Form Id
84434837
Page Id
2
Page Seq
1
Page Row Num
1
Row Num
3
Image Form Id
6020377282860030002
Ins Broker 01 Name
JAMES GAULD
Ins Broker 01 Street Addr
2929 ALLEN PARKWAY
Ins Broker 01 City
HOUSTON
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
77019
Ins Broker Comm Pd 01 Amount
$1,512
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 5
Filing Id
91037338075467
Form Id
84434837
Page Id
2
Page Seq
1
Page Row Num
2
Row Num
4
Image Form Id
6020377282860030002
Ins Broker 01 Name
DOUGLAS E STERNER
Ins Broker 01 Street Addr
2929 ALLEN PARKWAY
Ins Broker 01 City
HOUSTON
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
77019
Ins Broker Comm Pd 01 Amount
$245
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 6
Filing Id
91037338075467
Form Id
84434837
Page Id
2
Page Seq
1
Page Row Num
3
Row Num
5
Image Form Id
6020377282860030002
Ins Broker 01 Name
MICHAEL PROBST
Ins Broker 01 Street Addr
2929 ALLEN PARKWAY
Ins Broker 01 City
HOUSTON
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
77019
Ins Broker Comm Pd 01 Amount
$163
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 7
Filing Id
91037338075467
Form Id
84434837
Page Id
2
Page Seq
2
Page Row Num
1
Row Num
6
Image Form Id
6020377282860030002
Ins Broker 01 Name
ALPHONSE PERRY
Ins Broker 01 Street Addr
2929 ALLEN PARKWAY
Ins Broker 01 City
HOUSTON
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
77019
Ins Broker Comm Pd 01 Amount
$163
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 8
Filing Id
91037338075467
Form Id
84434837
Page Id
2
Page Seq
2
Page Row Num
2
Row Num
7
Image Form Id
6020377282860030002
Ins Broker 01 Name
WILLIAM DUPREE
Ins Broker 01 Street Addr
2929 ALLEN PARKWAY
Ins Broker 01 City
HOUSTON
Ins Broker 01 State
TX
Ins Broker 01 ZIP Code
77019
Ins Broker Comm Pd 01 Amount
$31
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 9
Ins Carrier Name: VARIABLE ANNUITY LIFE INSURANCE CO.
Filing Id
91037338075467
Form Id
84434837
Schedule A EIN
20-1251168
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2006-01-01
Schedule A Tax Period
20061231
Ins Carrier Name
VARIABLE ANNUITY LIFE INSURANCE CO.
Ins Carrier EIN
74-1625348
Ins Carrier Naic Code
70238
Ins Contract Num
67799
Ins Prsn Covered End of year Count
122
Ins Policy From Date
2006-01-01
Ins Policy To Date
2006-12-31
Ins Broker Comm Total Amount
$19,837
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$256,792
Pension End of year Sep Account Amount
$590,422
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
1
Pension End Prev Bal Amount
$19,230
Pension Contribution Dep Amount
$253,406
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$5,873
Pension Transfer From Amount
$16,603
Pension Other Amount
$0
Pension Total Additions Amount
$275,882
Pension Total Bal Addn Amount
$295,112
Pension Bnfts Dsbrsd Amount
$30,650
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$7,671
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$38,321
Pension End of year Bal Amount
$256,791
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$847,214$811,052 change

Balance Sheet

Beginning and end of plan year.

Total assets$36,162$847,214Increase +$811,052 (2,242.83%)
Total liabilities$0$0No change $0
Net assets$36,162$847,214Increase +$811,052 (2,242.83%)

Contributions

Employer contributions$0
Participant contributions$188,219
Other contributions$615,200

Income & Expenses

Total income$857,933
Total expenses$46,881
Net income$811,052
Source fields
Schedule I source fields
Filing Id
91037338075467
Schedule I EIN
20-1251168
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-01-01
Schedule I Tax Period
20061231
Small plan total assets at beginning of year
$36,162
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$36,162
Small plan total assets at end of year
$847,214
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$847,214
Small plan employer contributions
$0
Small plan participant contributions
$188,219
Small Oth Contribution Rcvd Amount
$615,200
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$54,514
Small plan total income
$857,933
Small plan total benefit distributions
$46,881
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$46,881
Small plan net income or loss
$811,052
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$7,480
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN74-1625348

Transfers

Distributed property value$0
Schedule R source fields
Payor 74-1625348
Filing Id
91037338075467
Schedule R EIN
20-1251168
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2006-01-01
Schedule R Tax Period
20061231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
74-1625348
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1
Maximum Efficiency Squared 401(K) Retirement Savings Plan | Maximum Efficiency Squared LLC | Plan 001 | 2006 Form 5500 Filing