MAXWELL WEALTH STRATEGIES INC.
Plan context: MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN
EIN 47-4537598 • Pleasanton, CA • 15 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,154
2025 Contributions
$14,451
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $2,154 | $14,451 | $4,817iApproximate average salary by contribution assumption: employee only about $120,425 at 4% or $80,283 at 6%; with 50% employer match about $80,283 at 4% or $53,522 at 6%; with 100% employer match about $60,213 at 4% or $40,142 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 3 | $2,154 | $14,451 | $4,817iApproximate average salary by contribution assumption: employee only about $120,425 at 4% or $80,283 at 6%; with 50% employer match about $80,283 at 4% or $53,522 at 6%; with 100% employer match about $60,213 at 4% or $40,142 at 6%. |
| 2024 | 2 | 6 | $1,650,152 | $311,437 | $51,906iApproximate average salary by contribution assumption: employee only about $1,297,654 at 4% or $865,103 at 6%; with 50% employer match about $865,103 at 4% or $576,735 at 6%; with 100% employer match about $648,827 at 4% or $432,551 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 6 | $1,650,152 | $146,437 | $24,406iApproximate average salary by contribution assumption: employee only about $610,154 at 4% or $406,769 at 6%; with 50% employer match about $406,769 at 4% or $271,180 at 6%; with 100% employer match about $305,077 at 4% or $203,385 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. CASH BALANCE PLAN | - | 0 | $0 | $165,000 | - |
| 2023 | 2 | 4 | $1,556,505 | $244,851 | $61,213iApproximate average salary by contribution assumption: employee only about $1,530,319 at 4% or $1,020,213 at 6%; with 50% employer match about $1,020,213 at 4% or $680,142 at 6%; with 100% employer match about $765,159 at 4% or $510,106 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 4 | $1,199,070 | $83,292 | $20,823iApproximate average salary by contribution assumption: employee only about $520,575 at 4% or $347,050 at 6%; with 50% employer match about $347,050 at 4% or $231,367 at 6%; with 100% employer match about $260,288 at 4% or $173,525 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. CASH BALANCE PLAN | - | 3 | $357,435 | $161,559 | $53,853iApproximate average salary by contribution assumption: employee only about $1,346,325 at 4% or $897,550 at 6%; with 50% employer match about $897,550 at 4% or $598,367 at 6%; with 100% employer match about $673,163 at 4% or $448,775 at 6%. |
| 2022 | 2 | 5 | $1,017,805 | $136,039 | $27,208iApproximate average salary by contribution assumption: employee only about $680,195 at 4% or $453,463 at 6%; with 50% employer match about $453,463 at 4% or $302,309 at 6%; with 100% employer match about $340,098 at 4% or $226,732 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 5 | $866,751 | $136,039 | $27,208iApproximate average salary by contribution assumption: employee only about $680,195 at 4% or $453,463 at 6%; with 50% employer match about $453,463 at 4% or $302,309 at 6%; with 100% employer match about $340,098 at 4% or $226,732 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. CASH BALANCE PLAN | - | 3 | $151,054 | - | - |
| 2021 | 2 | 6 | $1,264,292 | $289,624 | $48,271iApproximate average salary by contribution assumption: employee only about $1,206,767 at 4% or $804,511 at 6%; with 50% employer match about $804,511 at 4% or $536,341 at 6%; with 100% employer match about $603,383 at 4% or $402,256 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 6 | $1,104,710 | $130,042 | $21,674iApproximate average salary by contribution assumption: employee only about $541,842 at 4% or $361,228 at 6%; with 50% employer match about $361,228 at 4% or $240,819 at 6%; with 100% employer match about $270,921 at 4% or $180,614 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. CASH BALANCE PLAN | - | 2 | $159,582 | $159,582 | $79,791iApproximate average salary by contribution assumption: employee only about $1,994,775 at 4% or $1,329,850 at 6%; with 50% employer match about $1,329,850 at 4% or $886,567 at 6%; with 100% employer match about $997,388 at 4% or $664,925 at 6%. |
| 2020 | 1 | 5 | $774,346 | $64,349 | $12,870iApproximate average salary by contribution assumption: employee only about $321,745 at 4% or $214,497 at 6%; with 50% employer match about $214,497 at 4% or $142,998 at 6%; with 100% employer match about $160,873 at 4% or $107,248 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 5 | $774,346 | $64,349 | $12,870iApproximate average salary by contribution assumption: employee only about $321,745 at 4% or $214,497 at 6%; with 50% employer match about $214,497 at 4% or $142,998 at 6%; with 100% employer match about $160,873 at 4% or $107,248 at 6%. |
| 2019 | 1 | 5 | $574,091 | $83,837 | $16,767iApproximate average salary by contribution assumption: employee only about $419,185 at 4% or $279,457 at 6%; with 50% employer match about $279,457 at 4% or $186,304 at 6%; with 100% employer match about $209,593 at 4% or $139,728 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 5 | $574,091 | $83,837 | $16,767iApproximate average salary by contribution assumption: employee only about $419,185 at 4% or $279,457 at 6%; with 50% employer match about $279,457 at 4% or $186,304 at 6%; with 100% employer match about $209,593 at 4% or $139,728 at 6%. |
| 2018 | 1 | 4 | $400,117 | $73,989 | $18,497iApproximate average salary by contribution assumption: employee only about $462,431 at 4% or $308,288 at 6%; with 50% employer match about $308,288 at 4% or $205,525 at 6%; with 100% employer match about $231,216 at 4% or $154,144 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 4 | $400,117 | $73,989 | $18,497iApproximate average salary by contribution assumption: employee only about $462,431 at 4% or $308,288 at 6%; with 50% employer match about $308,288 at 4% or $205,525 at 6%; with 100% employer match about $231,216 at 4% or $154,144 at 6%. |
| 2017 | 1 | 4 | $355,114 | $60,615 | $15,154iApproximate average salary by contribution assumption: employee only about $378,844 at 4% or $252,563 at 6%; with 50% employer match about $252,563 at 4% or $168,375 at 6%; with 100% employer match about $189,422 at 4% or $126,281 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 4 | $355,114 | $60,615 | $15,154iApproximate average salary by contribution assumption: employee only about $378,844 at 4% or $252,563 at 6%; with 50% employer match about $252,563 at 4% or $168,375 at 6%; with 100% employer match about $189,422 at 4% or $126,281 at 6%. |
| 2016 | 1 | 3 | $244,514 | $227,940 | $75,980iApproximate average salary by contribution assumption: employee only about $1,899,500 at 4% or $1,266,333 at 6%; with 50% employer match about $1,266,333 at 4% or $844,222 at 6%; with 100% employer match about $949,750 at 4% or $633,167 at 6%. |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 3 | $244,514 | $227,940 | $75,980iApproximate average salary by contribution assumption: employee only about $1,899,500 at 4% or $1,266,333 at 6%; with 50% employer match about $1,266,333 at 4% or $844,222 at 6%; with 100% employer match about $949,750 at 4% or $633,167 at 6%. |
| 2015 | 1 | 2 | $0 | $0 | - |
| MAXWELL WEALTH STRATEGIES INC. RETIREMENT PLAN | - | 2 | $0 | - | - |