2023 Form 5500 filing — Axtria Inc. 401k 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 20240924121643NAL0023670098001) for Axtria Inc. 401k Plan, reported by Axtria Inc under EIN 27-1142668 and plan number 002. It reports 752 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924121643NAL0023670098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axtria Inc
- EIN
- 27-1142668
- Plan number
- 002
- Location
- Berkeley Heights, NJ
- Participants
- 752
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,172,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,172,908
- Employer contributions
- $2,613,644
- Participant contributions
- $5,559,932
- Total income / additions
- $15,119,286
- Benefits paid
- $2,204,409
- Administrative expenses
- $74,000
- Total expenses
- $2,282,397
- Net increase / (decrease)
- $12,836,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $74,000 | not reported in the loaded dataset |
| Metz And Associates Pllc | SERVICE PROVIDER | $8,074 | not reported in the loaded dataset |
| Morningstar | SERVICE PROVIDER | $0 | $5,233 |