2023 Form 5500 filing — Axiom Bank 401(K) Savings 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 20250811092110NAL0008449392001) for Axiom Bank 401(K) Savings Plan, reported by Axiom Bank under EIN 59-1008568 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
- 20250811092110NAL0008449392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axiom Bank
- EIN
- 59-1008568
- Plan number
- 001
- Location
- Maitland, FL
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,988,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,988,413
- Employer contributions
- $554,098
- Participant contributions
- $1,132,230
- Total income / additions
- $3,475,367
- Benefits paid
- $1,458,813
- Administrative expenses
- $15,984
- Total expenses
- $1,481,112
- Net increase / (decrease)
- $1,994,255
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group LLC | INVESTMENT/FINANCIAL ADVI | $11,014 | $0 |
| Adp, Inc. | RECORD KEEPER | $4,969 | $0 |