Axseum, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Axseum, 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, Axseum, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Axseum, Inc. under EIN 54-1564069 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $11,326,574 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axseum, Inc.
EIN
54-1564069
Plan number
001
Plan type
2
Location
Sterling, VA
Latest filing year
2023
Participants
124
End-of-year plan assets
$11,326,574

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241015172811NAL0029254337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,326,574
Total liabilities (EOY)
$0
Net assets (EOY)
$11,326,574
Net assets (BOY)
$11,366,151

Income & contributions

Participant contributions
$109,540
Total contributions
$109,540
Total income / additions
$2,040,086

Expenses & distributions

Benefits paid
$1,970,296
Administrative expenses
$60,971
Total expenses
$2,079,663
Net increase / (decrease)
-$39,577

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Seia LLCINVESTMENT/FINANCIAL ADVI$32,674$02023
Bkd, LlpACCOUNTANT$14,175$02023
Adp, Inc.RECORD KEEPER$14,122$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages