2023 Form 5500 filing — Axiom Medical Consulting, LLC 401(K) 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 20241001142146NAL0003369123001) for Axiom Medical Consulting, LLC 401(K) Plan, reported by Axiom Professionals, LLC under EIN 45-4268592 and plan number 001. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001142146NAL0003369123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axiom Professionals, LLC
- EIN
- 45-4268592
- Plan number
- 001
- Location
- The Woodlands, TX
- Participants
- 334
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,881,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,881,422
- Employer contributions
- $735,425
- Participant contributions
- $1,099,037
- Total income / additions
- $3,727,014
- Benefits paid
- $1,872,916
- Administrative expenses
- $74,318
- Total expenses
- $1,947,234
- Net increase / (decrease)
- $1,779,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,624 | $0 |
| Styre Retirement | ADVISOR | $36,694 | not reported in the loaded dataset |