Axiom Systems, Inc. 401(K) Plan — Form 5500 plan (Axiom Systems, 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, Axiom Systems, Inc. 401(K) Plan is a benefit plan reported by Axiom Systems, Inc. under EIN 23-2841822 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $23,011,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axiom Systems, Inc.
- EIN
- 23-2841822
- Plan number
- 001
- Plan type
- 2
- Location
- Frederick, MD
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $23,011,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20241015114612NAL0029445809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,011,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,011,494
- Net assets (BOY)
- $18,751,216
Income & contributions
- Employer contributions
- $407,015
- Participant contributions
- $1,237,918
- Total contributions
- $1,644,933
- Total income / additions
- $4,857,634
Expenses & distributions
- Benefits paid
- $551,411
- Administrative expenses
- $45,945
- Total expenses
- $597,356
- Net increase / (decrease)
- $4,260,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $31,533 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | BROKERAGE SERVICE | $17,886 | not reported in the loaded dataset | 2023 |
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $16,933 | not reported in the loaded dataset | 2023 |
| Uniglobal Pension Planning, Inc. | CONTRACT ADMIN | $325 | $10,000 | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axiom Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Frederick, MD
- Empower Advisory Group, LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Commonwealth Equity Services LLC — Schedule C compensation
- Uniglobal Pension Planning, Inc. — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation