Civic Intelligence

Maxwell Financial Management LLC

Plan context: Maxwell Financial Management LLC 401(K) Plan

EIN 20-4156790 • New Albany, OH • 20 filings • 5 plans

6530 West Campus OvalSuite 320New Albany, OH 43054
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,497,365

2024 Contributions

$148,621

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,497,365$748,683$0201120182024YearValue
$1,497,365Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201120182024YearValue
4Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202424$1,497,365$148,621$37,155iApproximate average salary by contribution assumption: employee only about $928,881 at 4% or $619,254 at 6%; with 50% employer match about $619,254 at 4% or $412,836 at 6%; with 100% employer match about $464,441 at 4% or $309,627 at 6%.
Maxwell Financial Management LLC 401(K) Plan-4$1,494,547$103,371$25,843iApproximate average salary by contribution assumption: employee only about $646,069 at 4% or $430,713 at 6%; with 50% employer match about $430,713 at 4% or $287,142 at 6%; with 100% employer match about $323,034 at 4% or $215,356 at 6%.
MAXWELL FINANCIAL MGT SOCA BENEFIT PLAN-4$2,818$45,250$11,313iApproximate average salary by contribution assumption: employee only about $282,813 at 4% or $188,542 at 6%; with 50% employer match about $188,542 at 4% or $125,694 at 6%; with 100% employer match about $141,406 at 4% or $94,271 at 6%.
202326$1,223,342$145,753$24,292iApproximate average salary by contribution assumption: employee only about $607,304 at 4% or $404,869 at 6%; with 50% employer match about $404,869 at 4% or $269,913 at 6%; with 100% employer match about $303,652 at 4% or $202,435 at 6%.
Maxwell Financial Management LLC 401(K) Plan-6$1,221,614$98,733$16,456iApproximate average salary by contribution assumption: employee only about $411,388 at 4% or $274,258 at 6%; with 50% employer match about $274,258 at 4% or $182,839 at 6%; with 100% employer match about $205,694 at 4% or $137,129 at 6%.
MAXWELL FINANCIAL MANAGEMENT SOCA BENEFIT PLAN-5$1,728$47,020$9,404iApproximate average salary by contribution assumption: employee only about $235,100 at 4% or $156,733 at 6%; with 50% employer match about $156,733 at 4% or $104,489 at 6%; with 100% employer match about $117,550 at 4% or $78,367 at 6%.
202226$941,207$149,375$24,896iApproximate average salary by contribution assumption: employee only about $622,396 at 4% or $414,931 at 6%; with 50% employer match about $414,931 at 4% or $276,620 at 6%; with 100% employer match about $311,198 at 4% or $207,465 at 6%.
Maxwell Financial Management LLC 401(K) Plan-6$940,174$112,888$18,815iApproximate average salary by contribution assumption: employee only about $470,367 at 4% or $313,578 at 6%; with 50% employer match about $313,578 at 4% or $209,052 at 6%; with 100% employer match about $235,183 at 4% or $156,789 at 6%.
MAXWELL FINANCIAL MANAGEMENT SOCA BENEFIT PLAN-5$1,033$36,487$7,297iApproximate average salary by contribution assumption: employee only about $182,435 at 4% or $121,623 at 6%; with 50% employer match about $121,623 at 4% or $81,082 at 6%; with 100% employer match about $91,218 at 4% or $60,812 at 6%.
202114$1,052,418$95,739$23,935iApproximate average salary by contribution assumption: employee only about $598,369 at 4% or $398,913 at 6%; with 50% employer match about $398,913 at 4% or $265,942 at 6%; with 100% employer match about $299,184 at 4% or $199,456 at 6%.
Maxwell Financial Management LLC 401(K) Plan-4$1,052,418$95,739$23,935iApproximate average salary by contribution assumption: employee only about $598,369 at 4% or $398,913 at 6%; with 50% employer match about $398,913 at 4% or $265,942 at 6%; with 100% employer match about $299,184 at 4% or $199,456 at 6%.
202025$853,692$89,775$17,955iApproximate average salary by contribution assumption: employee only about $448,875 at 4% or $299,250 at 6%; with 50% employer match about $299,250 at 4% or $199,500 at 6%; with 100% employer match about $224,438 at 4% or $149,625 at 6%.
Maxwell Financial Management LLC 401(K) Plan-5$853,692$89,775$17,955iApproximate average salary by contribution assumption: employee only about $448,875 at 4% or $299,250 at 6%; with 50% employer match about $299,250 at 4% or $199,500 at 6%; with 100% employer match about $224,438 at 4% or $149,625 at 6%.
MAXWELL FINANCIAL MANAGEMENT SOCA BENEFIT PLAN-0$0$0-
201925$632,214$95,521$19,104iApproximate average salary by contribution assumption: employee only about $477,605 at 4% or $318,403 at 6%; with 50% employer match about $318,403 at 4% or $212,269 at 6%; with 100% employer match about $238,803 at 4% or $159,202 at 6%.
Maxwell Financial Management LLC 401(K) Plan-5$627,907$64,916$12,983iApproximate average salary by contribution assumption: employee only about $324,580 at 4% or $216,387 at 6%; with 50% employer match about $216,387 at 4% or $144,258 at 6%; with 100% employer match about $162,290 at 4% or $108,193 at 6%.
MAXWELL FINANCIAL MANAGEMENT SOCA BENEFIT PLAN-4$4,307$30,605$7,651iApproximate average salary by contribution assumption: employee only about $191,281 at 4% or $127,521 at 6%; with 50% employer match about $127,521 at 4% or $85,014 at 6%; with 100% employer match about $95,641 at 4% or $63,760 at 6%.
201826$443,960$55,040$9,173iApproximate average salary by contribution assumption: employee only about $229,333 at 4% or $152,889 at 6%; with 50% employer match about $152,889 at 4% or $101,926 at 6%; with 100% employer match about $114,667 at 4% or $76,444 at 6%.
Maxwell Financial Management LLC 401(K) Plan-4$442,507$44,764$11,191iApproximate average salary by contribution assumption: employee only about $279,775 at 4% or $186,517 at 6%; with 50% employer match about $186,517 at 4% or $124,344 at 6%; with 100% employer match about $139,888 at 4% or $93,258 at 6%.
MAXWELL FINANCIAL MANAGEMENT SOCA BENEFIT PLAN-6$1,453$10,276$1,713iApproximate average salary by contribution assumption: employee only about $42,817 at 4% or $28,544 at 6%; with 50% employer match about $28,544 at 4% or $19,030 at 6%; with 100% employer match about $21,408 at 4% or $14,272 at 6%.
201714$431,707$45,363$11,341iApproximate average salary by contribution assumption: employee only about $283,519 at 4% or $189,013 at 6%; with 50% employer match about $189,013 at 4% or $126,008 at 6%; with 100% employer match about $141,759 at 4% or $94,506 at 6%.
Maxwell Financial Management LLC 401(K) Plan-4$431,707$45,363$11,341iApproximate average salary by contribution assumption: employee only about $283,519 at 4% or $189,013 at 6%; with 50% employer match about $189,013 at 4% or $126,008 at 6%; with 100% employer match about $141,759 at 4% or $94,506 at 6%.
201614$312,804$31,056$7,764iApproximate average salary by contribution assumption: employee only about $194,100 at 4% or $129,400 at 6%; with 50% employer match about $129,400 at 4% or $86,267 at 6%; with 100% employer match about $97,050 at 4% or $64,700 at 6%.
Maxwell Financial Management LLC 401(K) Plan-4$312,804$31,056$7,764iApproximate average salary by contribution assumption: employee only about $194,100 at 4% or $129,400 at 6%; with 50% employer match about $129,400 at 4% or $86,267 at 6%; with 100% employer match about $97,050 at 4% or $64,700 at 6%.
201514$254,125$25,612$6,403iApproximate average salary by contribution assumption: employee only about $160,075 at 4% or $106,717 at 6%; with 50% employer match about $106,717 at 4% or $71,144 at 6%; with 100% employer match about $80,038 at 4% or $53,358 at 6%.
Maxwell Financial Management LLC 401(K) Plan-4$254,125$25,612$6,403iApproximate average salary by contribution assumption: employee only about $160,075 at 4% or $106,717 at 6%; with 50% employer match about $106,717 at 4% or $71,144 at 6%; with 100% employer match about $80,038 at 4% or $53,358 at 6%.
201414$236,691$34,992$8,748iApproximate average salary by contribution assumption: employee only about $218,700 at 4% or $145,800 at 6%; with 50% employer match about $145,800 at 4% or $97,200 at 6%; with 100% employer match about $109,350 at 4% or $72,900 at 6%.
Maxwell Financial Management LLC 401(K) Plan-4$236,691$34,992$8,748iApproximate average salary by contribution assumption: employee only about $218,700 at 4% or $145,800 at 6%; with 50% employer match about $145,800 at 4% or $97,200 at 6%; with 100% employer match about $109,350 at 4% or $72,900 at 6%.
201312$194,352$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Maxwell Financial Management LLC 401(K) Plan-2$194,352$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201213$144,263$41,846$13,949iApproximate average salary by contribution assumption: employee only about $348,717 at 4% or $232,478 at 6%; with 50% employer match about $232,478 at 4% or $154,985 at 6%; with 100% employer match about $174,358 at 4% or $116,239 at 6%.
Maxwell Financial Management LLC 401(K) Plan-3$144,263$41,846$13,949iApproximate average salary by contribution assumption: employee only about $348,717 at 4% or $232,478 at 6%; with 50% employer match about $232,478 at 4% or $154,985 at 6%; with 100% employer match about $174,358 at 4% or $116,239 at 6%.
201116$313,825$58,019$9,670iApproximate average salary by contribution assumption: employee only about $241,746 at 4% or $161,164 at 6%; with 50% employer match about $161,164 at 4% or $107,443 at 6%; with 100% employer match about $120,873 at 4% or $80,582 at 6%.
Maxwell Financial Management LLC 401(K) Plan-6$313,825$58,019$9,670iApproximate average salary by contribution assumption: employee only about $241,746 at 4% or $161,164 at 6%; with 50% employer match about $161,164 at 4% or $107,443 at 6%; with 100% employer match about $120,873 at 4% or $80,582 at 6%.