Plan5500

Apb Elite Pooled Employer Plan — Form 5500 plan (Axios Advisory Group, LLC)

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, Apb Elite Pooled Employer Plan is a benefit plan reported by Axios Advisory Group, LLC under EIN 25-1722805 and plan number 002. The latest loaded filing year is 2023. The filing reports 817 participants and $19,622,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axios Advisory Group, LLC
EIN
25-1722805
Plan number
002
Plan type
3
Location
Wexford, PA
Latest filing year
2023
Participants
817
End-of-year plan assets
$19,622,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023817H, C20241015191839NAL0057837842001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,622,657
Total liabilities (EOY)
$27,758
Net assets (EOY)
$19,594,899
Net assets (BOY)
$8,659,779

Income & contributions

Employer contributions
$1,084,601
Participant contributions
$2,675,762
Total contributions
$3,879,526
Total income / additions
$6,421,007

Expenses & distributions

Benefits paid
$1,149,879
Administrative expenses
$201,690
Total expenses
$1,404,645
Net increase / (decrease)
$5,016,362

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Apb RetirementTPA RECORDKEEPER$103,464not reported in the loaded dataset2023
Pensionmark Financial GroupINVESTMENT ADVISOR$96,002not reported in the loaded dataset2023

Related Form 5500 pages