Axiom Medical Consulting, LLC 401(K) Plan — Form 5500 plan (Axiom Professionals, 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, Axiom Medical Consulting, LLC 401(K) Plan is a benefit plan reported by Axiom Professionals, LLC under EIN 45-4268592 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $11,881,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axiom Professionals, LLC
EIN
45-4268592
Plan number
001
Plan type
2
Location
The Woodlands, TX
Latest filing year
2023
Participants
334
End-of-year plan assets
$11,881,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023334H, C20241001142146NAL0003369123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,881,422
Total liabilities (EOY)
$0
Net assets (EOY)
$11,881,422
Net assets (BOY)
$10,101,642

Income & contributions

Employer contributions
$735,425
Participant contributions
$1,099,037
Total contributions
$1,991,598
Total income / additions
$3,727,014

Expenses & distributions

Benefits paid
$1,872,916
Administrative expenses
$74,318
Total expenses
$1,947,234
Net increase / (decrease)
$1,779,780

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$37,624$02023
Styre RetirementADVISOR$36,694not reported in the loaded dataset2023

Related Form 5500 pages