2023 Form 5500 filing — Axiom 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 20241015173426NAL0049161424001) for Axiom 401(K) Plan, reported by Axiom Healthcare Services, LLC under EIN 75-3262457 and plan number 002. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173426NAL0049161424001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Axiom Healthcare Services, LLC
- EIN
- 75-3262457
- Plan number
- 002
- Location
- Wichita, KS
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,645,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,645,927
- Employer contributions
- $198,882
- Participant contributions
- $837,261
- Total income / additions
- $1,998,677
- Benefits paid
- $514,062
- Administrative expenses
- $73,214
- Total expenses
- $612,224
- Net increase / (decrease)
- $1,386,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $55,319 | $0 |
| Wealth Alliance Advisory Group LLC | ADVISOR | $17,196 | not reported in the loaded dataset |