Axiom Properties, Inc. 401k Plan — Form 5500 plan (Axiom Properties, 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 Properties, Inc. 401k Plan is a benefit plan reported by Axiom Properties, Inc. under EIN 36-3430541 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $8,875,812 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axiom Properties, Inc.
EIN
36-3430541
Plan number
001
Plan type
3
Location
Lincolnshire, IL
Latest filing year
2023
Participants
223
End-of-year plan assets
$8,875,812

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20240930114932NAL0010088416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,875,812
Total liabilities (EOY)
$0
Net assets (EOY)
$8,875,812
Net assets (BOY)
$7,045,784

Income & contributions

Employer contributions
$317,710
Participant contributions
$535,573
Total contributions
$853,283
Total income / additions
$2,127,100

Expenses & distributions

Benefits paid
$242,089
Administrative expenses
$54,983
Total expenses
$297,072
Net increase / (decrease)
$1,830,028

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Ins CoRECORDKEEPER$7,398$02023

Related Form 5500 pages