Plan5500

Axios Incorporated Multiple Employer Retirement Savings Plan And Trust — Form 5500 plan (Axios Incorporated)

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, Axios Incorporated Multiple Employer Retirement Savings Plan And Trust is a benefit plan reported by Axios Incorporated under EIN 38-3043089 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,663 participants and $53,757,984 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$53.8MPlan net assets, end of year$53,757,984
Participants6.7KCovered participants reported6,663
Assets / participant$8.1KComputed: assets ÷ participants$8,068 (computed)
Provider compensation$184.5K4 Schedule C provider row(s)$184,534
Plan sponsor
Axios Incorporated
EIN
38-3043089
Plan number
002
Plan type
3
Location
Grand Rapids, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    6,663 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$53.8M total assets
Net assets$53.8MLiabilities$0
Money in vs. money out
Total income / additions$18.7M
Total expenses$5.6M
Benefits paid / distributions$5.4M
Contributions
Employer$2.9M
Participant$5.4M
Full reported line items

Net assets

Total assets (EOY)
$53,757,984
Total liabilities (EOY)
$0
Net assets (EOY)
$53,757,984
Net assets (BOY)
$52,756,988

Income & contributions

Employer contributions
$2,882,963
Participant contributions
$5,425,095
Total contributions
$9,869,963
Total income / additions
$18,681,752

Expenses & distributions

Benefits paid
$5,363,634
Administrative expenses
$172,739
Total expenses
$5,571,368
Net increase / (decrease)
$13,110,384
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Capfinancial Partners, LLC$132.9K
    ADVISOR · Direct $132.9K
  2. 2
    Empower Annuity Insurance Co$49.8K
    RECORDKEEPER · Direct $49.8K · Indirect $0
  3. 3
    Empower Advisory Group$1.5K
    INVESTMENT MGMT · Direct $1.5K
  4. 4
    Qdro Consultants Company, LLC$400
    OTHER · Direct $400

What to inspect next

Frequently asked questions

Who sponsors the Axios Incorporated Multiple Employer Retirement Savings Plan And Trust?
Axios Incorporated Multiple Employer Retirement Savings Plan And Trust is reported as sponsored by Axios Incorporated (EIN 38-3043089, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Axios Incorporated Multiple Employer Retirement Savings Plan And Trust?
The latest Form 5500 filing year loaded for Axios Incorporated Multiple Employer Retirement Savings Plan And Trust is 2023.
How many participants does Axios Incorporated Multiple Employer Retirement Savings Plan And Trust report?
Axios Incorporated Multiple Employer Retirement Savings Plan And Trust reports 6,663 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Axios Incorporated Multiple Employer Retirement Savings Plan And Trust?
Axios Incorporated Multiple Employer Retirement Savings Plan And Trust reports $53,757,984 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages