2023 Form 5500 filing — Axogen Corporation 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 20241015071255NAL0027748929001) for Axogen Corporation 401(K) Plan, reported by Axogen Corporation under EIN 55-0805988 and plan number 001. It reports 578 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071255NAL0027748929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axogen Corporation
- EIN
- 55-0805988
- Plan number
- 001
- Location
- Alachua, FL
- Participants
- 578
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,549,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,549,261
- Employer contributions
- $1,530,416
- Participant contributions
- $3,682,254
- Total income / additions
- $10,241,632
- Benefits paid
- $4,080,483
- Administrative expenses
- $167,511
- Total expenses
- $4,247,994
- Net increase / (decrease)
- $5,993,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| R. J. L. Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $35,485 | $13,136 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $37,493 | $0 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $32,630 | not reported in the loaded dataset |
| Axogen, Inc & Subsidiaries | OTHER (REIMBURSEMENT) | $27,840 | not reported in the loaded dataset |
| Eisneramper, Llp | AUDITOR | $17,010 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $2,704 | not reported in the loaded dataset |