2023 Form 5500 filing — Axis Analytics, LLC 401(K) Salary Deferral 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 20241009122551NAL0037736690001) for Axis Analytics, LLC 401(K) Salary Deferral Plan, reported by Axis Analytics, LLC under EIN 22-3477297 and plan number 002. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009122551NAL0037736690001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axis Analytics, LLC
- EIN
- 22-3477297
- Plan number
- 002
- Location
- Berkeley Heights, NJ
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,387,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,387,196
- Employer contributions
- $0
- Participant contributions
- $1,448,121
- Total income / additions
- $3,951,992
- Benefits paid
- $718,267
- Administrative expenses
- $57,349
- Total expenses
- $775,616
- Net increase / (decrease)
- $3,176,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $47,374 | not reported in the loaded dataset |
| Axis Group LLC | OTHER | $5,250 | not reported in the loaded dataset |
| Larson Allen Llp | AUDITOR | $4,725 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |