Maxwell Financial Management, LLC

Ohio

Registered In

01/06/2006

Incorp. Date

Company Summary

Maxwell Financial Management, LLC in Ohio lists Russell W. Kessler as the associate.

Registered In

Ohio

Incorporation Date

01/06/2006

Company Type

Domestic Limited Liability Company

Status

A

Registration Type

Domestic

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Russell W. Kessler Registered Agent	7650 RIVERS EDGE DR, COLUMBUS, OH 43235
Russell W. Kessler

Form 5500

6530 West Campus Oval Suite 320, New Albany, Oh 43054 (614) 431-4345 EIN:20-4156790 Plan Admin:Adam Hill

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameMAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$940,174 / $1,221,614	2023	MAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN - Plan #001	6 / 6	$940,174 / $1,221,614
2022	Plan NameMAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$1,052,418 / $940,174	2022	MAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN - Plan #001	5 / 6	$1,052,418 / $940,174
2021	Plan NameMAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$853,692 / $1,052,418	2021	MAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN - Plan #001	6 / 6	$853,692 / $1,052,418
2020	Plan NameMAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$627,907 / $853,692	2020	MAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN - Plan #001	6 / 6	$627,907 / $853,692
2019	Plan NameMAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$442,507 / $627,907	2019	MAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN - Plan #001	6 / 6	$442,507 / $627,907

Benefit & Retirement Plans based on Form 5500.

PPP Loans

6530 W Campus, NEW ALBANY, OH 43054 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$15,000 Forgiven$15,118 LenderThe Huntington National Bank Jobs2	04/14/2020	$15,000	$15,118	The Huntington National Bank	2

PPP Loans based on Paycheck Protection Program.

Person/City Match:Russell W Kessler - Columbus, OH

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• Ohio Secretary of State • U.S. Department of Labor • U.S. Small Business Administration