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, Axle Retirement Plan is a benefit plan reported by Axle Informatics, LLC under EIN 72-1533966 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $24,442,727 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,442,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,442,727
- Net assets (BOY)
- $14,812,255
Income & contributions
- Employer contributions
- $2,117,210
- Participant contributions
- $4,273,831
- Total contributions
- $7,352,492
- Total income / additions
- $10,926,992
Expenses & distributions
- Benefits paid
- $1,276,904
- Administrative expenses
- $13,439
- Total expenses
- $1,296,520
- Net increase / (decrease)
- $9,630,472