Axis Global Logistics 401(K) Plan — Form 5500 plan (Axis Global Systems LLC Dba Axis Global Logistics)
Plain-English plan 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, Axis Global Logistics 401(K) Plan is a benefit plan reported by Axis Global Systems LLC Dba Axis Global Logistics under EIN 13-3957893 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $4,003,397 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axis Global Systems LLC Dba Axis Global Logistics
- EIN
- 13-3957893
- Plan number
- 001
- Plan type
- 2
- Location
- East Rutherford, NJ
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $4,003,397
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20241014105339NAL0025974913001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,003,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,003,397
- Net assets (BOY)
- $2,991,660
Income & contributions
- Participant contributions
- $558,997
- Total contributions
- $563,899
- Total income / additions
- $1,164,302
Expenses & distributions
- Benefits paid
- $127,981
- Administrative expenses
- $24,584
- Total expenses
- $152,565
- Net increase / (decrease)
- $1,011,737
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $24,583 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $10,544 | 2023 |