401k Plan data: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN plan

MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 401k Plan overview

Plan Name	MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN
Plan identification number	001

MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN L. MAXWELL, INC. DBA MAXWELL CONSTRUCTION COMPANY has sponsored the creation of one or more 401k plans.

Company Name: JOHN L. MAXWELL, INC. DBA MAXWELL CONSTRUCTION COMPANY

Employer identification number (EIN): 351843846

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANGELA WHITE 2023-05-23
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ERIC J. SHUMATE
001 2017-01-01 ERIC J. SHUMATE
001 2016-01-01 ERIC J. SHUMATE
001 2015-01-01 ERIC J. SHUMATE
001 2014-01-01 ERIC J. SHUMATE
001 2013-01-01 ERIC J. SHUMATE
001 2012-01-01 ERIC J. SHUMATE
001 2011-01-01 ERIC J. SHUMATE
001 2009-01-01 ERIC J. SHUMATE ERIC J. SHUMATE 2010-05-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ANGELA WHITE	2023-05-23
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ERIC J. SHUMATE
001	2017-01-01	ERIC J. SHUMATE
001	2016-01-01	ERIC J. SHUMATE
001	2015-01-01	ERIC J. SHUMATE
001	2014-01-01	ERIC J. SHUMATE
001	2013-01-01	ERIC J. SHUMATE
001	2012-01-01	ERIC J. SHUMATE
001	2011-01-01	ERIC J. SHUMATE
001	2009-01-01	ERIC J. SHUMATE		ERIC J. SHUMATE	2010-05-17

Plan Statistics for MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN

401k plan membership statisitcs for MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN

Measure Date Value
2020: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 41
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 49
Number of participants with account balances 2020-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 38
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 45
Number of participants with account balances 2019-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 36
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 44
Number of participants with account balances 2018-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 38
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 43
Number of participants with account balances 2017-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 33
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 40
Number of participants with account balances 2016-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 44
Number of participants with account balances 2015-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 34
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 45
Number of participants with account balances 2014-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 37
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 15
Total of all active and inactive participants 2011-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 39
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 16
Total of all active and inactive participants 2009-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 39
Number of participants with account balances 2009-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2020: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	41
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	49
Number of participants with account balances	2020-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	38
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	45
Number of participants with account balances	2019-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	36
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	44
Number of participants with account balances	2018-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	38
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	43
Number of participants with account balances	2017-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	33
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	40
Number of participants with account balances	2016-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	44
Number of participants with account balances	2015-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	34
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	45
Number of participants with account balances	2014-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	37
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	15
Total of all active and inactive participants	2011-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	39
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	16
Total of all active and inactive participants	2009-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	39
Number of participants with account balances	2009-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN

Measure	Date	Value
2020 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$653,964
Expenses. Total of all expenses incurred	2020-12-31	$8,129
Benefits paid (including direct rollovers)	2020-12-31	$8,129
Total plan assets at end of year	2020-12-31	$2,960,613
Total plan assets at beginning of year	2020-12-31	$2,314,778
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$263,167
Other income received	2020-12-31	$287,297
Net income (gross income less expenses)	2020-12-31	$645,835
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,960,613
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,314,778
Assets. Value of participant loans	2020-12-31	$33,797
Total contributions received or receivable from employer(s)	2020-12-31	$103,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$673,466
Expenses. Total of all expenses incurred	2019-12-31	$216,863
Benefits paid (including direct rollovers)	2019-12-31	$201,672
Total plan assets at end of year	2019-12-31	$2,314,778
Total plan assets at beginning of year	2019-12-31	$1,858,175
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$227,923
Contributions received from other sources (not participants or employers)	2019-12-31	$16,670
Other income received	2019-12-31	$342,954
Net income (gross income less expenses)	2019-12-31	$456,603
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,314,778
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,858,175
Assets. Value of participant loans	2019-12-31	$45,427
Total contributions received or receivable from employer(s)	2019-12-31	$85,919
Value of corrective distributions	2019-12-31	$15,191
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$177,459
Expenses. Total of all expenses incurred	2018-12-31	$89,284
Benefits paid (including direct rollovers)	2018-12-31	$89,284
Total plan assets at end of year	2018-12-31	$1,858,175
Total plan assets at beginning of year	2018-12-31	$1,770,000
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$220,566
Other income received	2018-12-31	$-120,645
Net income (gross income less expenses)	2018-12-31	$88,175
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,858,175
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,770,000
Total contributions received or receivable from employer(s)	2018-12-31	$77,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$428,032
Expenses. Total of all expenses incurred	2017-12-31	$23,684
Benefits paid (including direct rollovers)	2017-12-31	$23,684
Total plan assets at end of year	2017-12-31	$1,770,000
Total plan assets at beginning of year	2017-12-31	$1,365,652
Value of fidelity bond covering the plan	2017-12-31	$150,000
Total contributions received or receivable from participants	2017-12-31	$179,996
Other income received	2017-12-31	$180,325
Net income (gross income less expenses)	2017-12-31	$404,348
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,770,000
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,365,652
Assets. Value of participant loans	2017-12-31	$14,598
Total contributions received or receivable from employer(s)	2017-12-31	$67,711
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$308,065
Expenses. Total of all expenses incurred	2016-12-31	$129,668
Benefits paid (including direct rollovers)	2016-12-31	$129,668
Total plan assets at end of year	2016-12-31	$1,365,652
Total plan assets at beginning of year	2016-12-31	$1,187,255
Value of fidelity bond covering the plan	2016-12-31	$150,000
Total contributions received or receivable from participants	2016-12-31	$141,050
Other income received	2016-12-31	$110,808
Net income (gross income less expenses)	2016-12-31	$178,397
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,365,652
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,187,255
Assets. Value of participant loans	2016-12-31	$23,314
Total contributions received or receivable from employer(s)	2016-12-31	$56,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$89,429
Expenses. Total of all expenses incurred	2015-12-31	$32,217
Benefits paid (including direct rollovers)	2015-12-31	$32,217
Total plan assets at end of year	2015-12-31	$1,187,255
Total plan assets at beginning of year	2015-12-31	$1,130,043
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$103,555
Other income received	2015-12-31	$-43,338
Net income (gross income less expenses)	2015-12-31	$57,212
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,187,255
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,130,043
Assets. Value of participant loans	2015-12-31	$18,946
Total contributions received or receivable from employer(s)	2015-12-31	$29,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$155,652
Expenses. Total of all expenses incurred	2014-12-31	$17,200
Benefits paid (including direct rollovers)	2014-12-31	$17,200
Total plan assets at end of year	2014-12-31	$1,130,043
Total plan assets at beginning of year	2014-12-31	$991,591
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$97,459
Other income received	2014-12-31	$33,296
Net income (gross income less expenses)	2014-12-31	$138,452
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,130,043
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$991,591
Assets. Value of participant loans	2014-12-31	$24,815
Total contributions received or receivable from employer(s)	2014-12-31	$24,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$223,061
Expenses. Total of all expenses incurred	2013-12-31	$38,880
Benefits paid (including direct rollovers)	2013-12-31	$38,880
Total plan assets at end of year	2013-12-31	$991,591
Total plan assets at beginning of year	2013-12-31	$807,410
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$67,698
Other income received	2013-12-31	$136,367
Net income (gross income less expenses)	2013-12-31	$184,181
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$991,591
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$807,410
Assets. Value of participant loans	2013-12-31	$30,827
Total contributions received or receivable from employer(s)	2013-12-31	$18,996
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$155,208
Expenses. Total of all expenses incurred	2012-12-31	$4,946
Benefits paid (including direct rollovers)	2012-12-31	$4,946
Total plan assets at end of year	2012-12-31	$807,410
Total plan assets at beginning of year	2012-12-31	$657,148
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$59,881
Other income received	2012-12-31	$78,553
Net income (gross income less expenses)	2012-12-31	$150,262
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$807,410
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$657,148
Assets. Value of participant loans	2012-12-31	$2,682
Total contributions received or receivable from employer(s)	2012-12-31	$16,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$46,079
Expenses. Total of all expenses incurred	2011-12-31	$33,610
Benefits paid (including direct rollovers)	2011-12-31	$33,501
Total plan assets at end of year	2011-12-31	$657,148
Total plan assets at beginning of year	2011-12-31	$644,679
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$44,748
Other income received	2011-12-31	$-12,606
Net income (gross income less expenses)	2011-12-31	$12,469
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$657,148
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$644,679
Assets. Value of participant loans	2011-12-31	$5,422
Total contributions received or receivable from employer(s)	2011-12-31	$13,937
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$126,809
Expenses. Total of all expenses incurred	2010-12-31	$16,502
Benefits paid (including direct rollovers)	2010-12-31	$16,502
Total plan assets at end of year	2010-12-31	$644,679
Total plan assets at beginning of year	2010-12-31	$534,372
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$44,051
Other income received	2010-12-31	$69,285
Net income (gross income less expenses)	2010-12-31	$110,307
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$644,679
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$534,372
Assets. Value of participant loans	2010-12-31	$9,766
Total contributions received or receivable from employer(s)	2010-12-31	$13,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN

2020: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MAXWELL CONSTRUCTION COMPANY 401K SALARY REDUCTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

80596

Policy instance

Insurance contract or identification number	80596
Number of Individuals Covered	33
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,608
Total amount of fees paid to insurance company	USD $446
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

80596

Policy instance

Insurance contract or identification number	80596
Number of Individuals Covered	35
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,018
Total amount of fees paid to insurance company	USD $275
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,018
Amount paid for insurance broker fees	275
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE/NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	JOHN L. MAXWELL, INC. DBA MAXWELL CONSTRUCTION COMPANY
Employer identification number (EIN):	351843846
NAIC Classification:	236200