How many benefit plans does Axley Brynelson, Llp report on Form 5500?

Axley Brynelson, Llp (EIN 39-0804160) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Axley Brynelson, Llp?

The Employer Identification Number (EIN) reported for Axley Brynelson, Llp is 39-0804160.

What is the latest Form 5500 filing year for Axley Brynelson, Llp?

The latest loaded Form 5500 filing year for Axley Brynelson, Llp is 2023.

Axley Brynelson, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Axley Brynelson, Llp (EIN 39-0804160) is a plan sponsor located in Madison, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-0804160
Location: Madison, WI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $82,296,568
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $82,296,568

Contributions & income

Employer contributions: $1,796,181
Participant contributions: $1,345,994
Total income / additions: $14,010,732

Expenses & distributions

Benefits paid / distributions: $5,387,050
Total expenses: $5,445,159
Net increase / (decrease): $8,565,573

Coverage

Total reported participants: 265
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Axley Brynelson, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Axley Brynelson, Llp 401(K) Savings & Profit Sharing Plan	002	146	$82,296,568	2023
Axley Brynelson, Llp Wrap Plan	501	119	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Axley Brynelson, Llp
Year	Plan	Participants	Schedules	Filing
2023	Axley Brynelson, Llp Wrap Plan	119	—	20240617151620NAL0002268288001
2023	Axley Brynelson, Llp 401(K) Savings & Profit Sharing Plan	146	H, C	20241014115058NAL0045849648001