2023 Form 5500 filing — Axes Pt 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 20241015181828NAL0057642226001) for Axes Pt Retirement Plan, reported by Axes Physical Therapy under EIN 47-5528571 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.3MReported net assets$4,275,928
Participants188
Provider compensation$8.5K2 Schedule C row(s)$8,525
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015181828NAL0057642226001
- Plan sponsor
- Axes Physical Therapy
- EIN
- 47-5528571
- Plan number
- 001
- Location
- Chesterfield, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,275,928
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,275,928
- Employer contributions
- $304,063
- Participant contributions
- $647,269
- Total income / additions
- $1,822,299
- Benefits paid
- $336,775
- Administrative expenses
- $13,443
- Total expenses
- $350,218
- Net increase / (decrease)
- $1,472,081
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | SERVICE PROVIDER | $0 | $8,021 |
| Voya Retirement Insurance | SERVICE PROVIDER | $504 | $0 |