Axa Group Operations Americas Inc.401(K) Profit Sharing Plan — Form 5500 plan (Axa Group Operations Americas 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, Axa Group Operations Americas Inc.401(K) Profit Sharing Plan is a benefit plan reported by Axa Group Operations Americas Inc. under EIN 83-4180385 and plan number 002. The latest loaded filing year is 2023. The filing reports 411 participants and $149,377,714 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axa Group Operations Americas Inc.
- EIN
- 83-4180385
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $149,377,714
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241011110142NAL0021720273002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,377,714
- Net assets (EOY)
- $149,377,714
- Net assets (BOY)
- $119,510,900
Income & contributions
- Employer contributions
- $4,084,957
- Participant contributions
- $4,430,431
- Total contributions
- $8,673,323
- Total income / additions
- $30,850,311
Expenses & distributions
- Benefits paid
- $11,952,463
- Administrative expenses
- $124,496
- Total expenses
- $12,079,149
- Net increase / (decrease)
- $18,771,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage Advisory Group | NONE | $72,816 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $65,239 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $22,573 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $699 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axa Group Operations Americas Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Sage Advisory Group — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation