Plan Snapshot
- Plan Sponsor: Maxim Financial Corporation
- Sponsor EIN: 841037475
- Sponsor Address: 1482 E. VALLEY ROAD, SANTA BARBARA, CA, 93108
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $5.9M | $400,000 | $0 |
| 2023 | 1 | $6.3M | $0 | $0 |
| 2022 | 1 | $6.2M | $0 | $0 |
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