Axia Consulting Employee Stock Ownership Plan — Form 5500 plan (Axia Consulting, Inc.)

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, Axia Consulting Employee Stock Ownership Plan is a benefit plan reported by Axia Consulting, Inc. under EIN 20-3160292 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $35,205,981 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.8MPlan net assets, end of year$22,790,631
Participants127Covered participants reported
Assets / participant$277.2KComputed: assets ÷ participants$277,212 (computed)
Provider compensationNone reported
Plan sponsor
Axia Consulting, Inc.
EIN
20-3160292
Plan number
002
Plan type
2
Location
Columbus, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    127 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.2M total assets
Net assets$22.8MLiabilities$12.4M
Money in vs. money out
Total income / additions$5.7M
Total expenses$5.5M
Benefits paid / distributions$5.2M
Contributions
Employer$859.4K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$35,205,981
Total liabilities (EOY)
$12,415,350
Net assets (EOY)
$22,790,631
Net assets (BOY)
$22,540,118

Income & contributions

Employer contributions
$859,437
Total income / additions
$5,712,882

Expenses & distributions

Benefits paid
$5,225,471
Total expenses
$5,462,369
Net increase / (decrease)
$250,513
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income91%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages