2023 Form 5500 filing — Axis Residential Retirement 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 20241015172015NAL0049103824001) for Axis Residential Retirement Plan, reported by Axis Residential, LLC under EIN 86-2048471 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172015NAL0049103824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axis Residential, LLC
- EIN
- 86-2048471
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,480,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,480,734
- Employer contributions
- $275,719
- Participant contributions
- $318,440
- Total income / additions
- $1,002,670
- Benefits paid
- $162,568
- Administrative expenses
- $0
- Total expenses
- $162,568
- Net increase / (decrease)
- $840,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $3,270 | not reported in the loaded dataset |
| Powers Stromberg Pension Consulting | THIRD PARTY ADMINISTRATO | $2,157 | not reported in the loaded dataset |