2023 Form 5500 filing — Axiom Technology, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240907115401NAL0002396209001) for Axiom Technology, Inc. 401(K) Profit Sharing Plan, reported by Axiom Technology, Inc. under EIN 95-4369798 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240907115401NAL0002396209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axiom Technology, Inc.
- EIN
- 95-4369798
- Plan number
- 001
- Location
- City Of Industry, CA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,666,641
- Total liabilities (EOY)
- $19,449
- Net assets (EOY)
- $10,647,192
- Employer contributions
- $232,029
- Participant contributions
- $791,066
- Total income / additions
- $2,478,842
- Benefits paid
- $712,497
- Administrative expenses
- $36,632
- Total expenses
- $771,262
- Net increase / (decrease)
- $1,707,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Domestic | RIA | $0 | $10,249 |
| Wells Fargo Advisors LLC | RIA | $0 | $5,811 |
| John Hancock Life Insurance Company | RECORDKEEPER | $78 | not reported in the loaded dataset |