2023 Form 5500 filing — Axiologic Solutions 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 20241006124812NAL0029150402001) for Axiologic Solutions 401(K) Plan, reported by Axiologic Solutions, LLC under EIN 27-0146877 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006124812NAL0029150402001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axiologic Solutions, LLC
- EIN
- 27-0146877
- Plan number
- 001
- Location
- Fairfax, VA
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,772,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,772,495
- Employer contributions
- $1,911,141
- Participant contributions
- $3,367,180
- Total income / additions
- $11,639,269
- Benefits paid
- $4,393,602
- Administrative expenses
- $105,282
- Total expenses
- $4,498,884
- Net increase / (decrease)
- $7,140,385
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,363 | $0 |
| Osaic Wealth Inc | OTHER SERVICES | $0 | $47,669 |
| Coastal Pension Services Inc | OTHER SERVICES | $0 | $13,185 |
| Signature Estate Securities | OTHER SERVICES | $0 | $11,043 |