Plan5500

Axiologic Solutions 401(K) Plan — Form 5500 plan (Axiologic Solutions, 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, Axiologic Solutions 401(K) Plan is a benefit plan reported by Axiologic Solutions, LLC under EIN 27-0146877 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $34,772,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axiologic Solutions, LLC
EIN
27-0146877
Plan number
001
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
328
End-of-year plan assets
$34,772,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241006124812NAL0029150402001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,772,495
Total liabilities (EOY)
$0
Net assets (EOY)
$34,772,495
Net assets (BOY)
$23,880,749

Income & contributions

Employer contributions
$1,911,141
Participant contributions
$3,367,180
Total contributions
$6,911,261
Total income / additions
$11,639,269

Expenses & distributions

Benefits paid
$4,393,602
Administrative expenses
$105,282
Total expenses
$4,498,884
Net increase / (decrease)
$7,140,385

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$105,363$02023
Osaic Wealth IncOTHER SERVICES$0$47,6692023
Coastal Pension Services IncOTHER SERVICES$0$13,1852023
Signature Estate SecuritiesOTHER SERVICES$0$11,0432023

Related Form 5500 pages