2023 Form 5500 filing — Axiom Global Inc. 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 20241015105838NAL0048941392001) for Axiom Global Inc. 401(K) Plan, reported by Axiom Global Inc. under EIN 13-4099840 and plan number 001. It reports 2,318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105838NAL0048941392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axiom Global Inc.
- EIN
- 13-4099840
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 2,318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,934,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,934,725
- Employer contributions
- $1,406,549
- Participant contributions
- $14,701,279
- Total income / additions
- $33,174,565
- Benefits paid
- $11,742,536
- Administrative expenses
- $224,287
- Total expenses
- $12,002,457
- Net increase / (decrease)
- $21,172,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $109,610 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $86,922 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $26,255 | not reported in the loaded dataset |