Freedom Fiduciaries 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, Freedom Fiduciaries Pooled Employer Plan is a benefit plan reported by Axios Advisory Group, LLC under EIN 25-1722805 and plan number 004. The latest loaded filing year is 2023. The filing reports 0 participants and $1,483,024 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
- 004
- Plan type
- 3
- Location
- Wexford, PA
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $1,483,024
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | I | 20241011081124NAL0038163040001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,483,024
- Net assets (EOY)
- $1,483,024
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $11,753
- Participant contributions
- $25,667
- Total income / additions
- $164,119
Expenses & distributions
- Benefits paid
- $5,850
- Administrative expenses
- $2,157
- Total expenses
- $8,007
- Net increase / (decrease)
- $156,112
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.