Plan5500

Axis Residential, 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, Axis Residential, LLC (EIN 86-2048471) is a plan sponsor located in Spokane, WA 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
86-2048471
Location
Spokane, WA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.5MSummed across loaded plans$1,480,734
Total reported assets$1.5M$1,480,734
Total reported participants373
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.5M total assets
Net assets$1.5MLiabilities$0
Contributions & income
Employer contributions$275.7K
Participant contributions$318.4K
Total income / additions$1M
Expenses & distributions
Benefits paid / distributions$162.6K
Total expenses$162.6K
Net increase / (decrease)$840.1K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Axis Residential Retirement Plan
Participants per plan187Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Axis Residential Retirement Plan$1.5M
    Plan #001 · 202 participants · 2023
  2. 2
    Axis Residential, LLC Health And Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 171 participants · 2023

Search all 2 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Axis Residential, LLC. Open one for its full reported snapshot.

  1. 2023
    Axis Residential Retirement Plan202 participants · 2Sch HSch C
    View filing →
  2. 2023
    Axis Residential, LLC Health And Welfare Benefits Plan171 participants · 2No schedules
    View filing →

Related Form 5500 pages