Axley Brynelson, Llp 401(K) Savings & Profit Sharing Plan — Form 5500 plan (Axley Brynelson, Llp)
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, Axley Brynelson, Llp 401(K) Savings & Profit Sharing Plan is a benefit plan reported by Axley Brynelson, Llp under EIN 39-0804160 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $82,296,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axley Brynelson, Llp
- EIN
- 39-0804160
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $82,296,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241014115058NAL0045849648001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,296,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,296,568
- Net assets (BOY)
- $73,730,995
Income & contributions
- Employer contributions
- $1,796,181
- Participant contributions
- $1,345,994
- Total contributions
- $3,143,725
- Total income / additions
- $14,010,732
Expenses & distributions
- Benefits paid
- $5,387,050
- Administrative expenses
- $58,109
- Total expenses
- $5,445,159
- Net increase / (decrease)
- $8,565,573
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $29,671 | not reported in the loaded dataset | 2023 |
| Alpha Investment Consulting Group | NONE | $22,191 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $6,247 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axley Brynelson, Llp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Alpha Investment Consulting Group — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation