Axiom Professionals, LLC — 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, Axiom Professionals, LLC (EIN 45-4268592) is a plan sponsor located in The Woodlands, TX 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
45-4268592
Location
The Woodlands, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,881,422
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,881,422

Contributions & income

Employer contributions
$735,425
Participant contributions
$1,099,037
Total income / additions
$3,727,014

Expenses & distributions

Benefits paid / distributions
$1,872,916
Total expenses
$1,947,234
Net increase / (decrease)
$1,779,780

Coverage

Total reported participants
457
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

Axiom Professionals, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Axiom Medical Consulting, LLC 401(K) Plan001334$11,881,4222023
Axiom Professionals, LLC Health & Welfare Plan501123not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Axiom Professionals, LLC
YearPlanParticipantsSchedulesFiling
2023Axiom Medical Consulting, LLC 401(K) Plan334H, C20241001142146NAL0003369123001
2023Axiom Professionals, LLC Health & Welfare Plan12320250122142705NAL0009170290001

Related Form 5500 pages