2023 Form 5500 filing — Wdp Pooled Employer 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 20250522165815NAL0002377155001) for Wdp Pooled Employer Plan, reported by Axios Advisory Group, LLC under EIN 25-1722805 and plan number 003. It reports 1,788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250522165815NAL0002377155001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Axios Advisory Group, LLC
- EIN
- 25-1722805
- Plan number
- 003
- Location
- Wexford, PA
- Participants
- 1,788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,114,246
- Total liabilities (EOY)
- $35,431
- Net assets (EOY)
- $26,078,815
- Employer contributions
- $910,675
- Participant contributions
- $3,615,048
- Total income / additions
- $9,859,333
- Benefits paid
- $1,240,882
- Administrative expenses
- $144,821
- Total expenses
- $1,411,576
- Net increase / (decrease)
- $8,447,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group | INVESTMENT ADVISOR | $72,228 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $37,718 | not reported in the loaded dataset |
| Axios Advisory Group Ltd | CONTRACT ADMIN | $8,945 | $26,083 |
| Cota Street Investment Mangement | INVESTMENT MANAGEMENT | $27,345 | not reported in the loaded dataset |
| Benefit Trust Company | INVESTMENT ADVISOR | $2,919 | not reported in the loaded dataset |
| Pentegra Services | OTHER | $50 | not reported in the loaded dataset |