Axis Health System 401(K) Plan — Form 5500 plan (Southwest Colorado Mental Health Center, Inc. Dba Axis Health System)
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, Axis Health System 401(K) Plan is a benefit plan reported by Southwest Colorado Mental Health Center, Inc. Dba Axis Health System under EIN 84-0506701 and plan number 001. The latest loaded filing year is 2023. The filing reports 603 participants and $21,315,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Colorado Mental Health Center, Inc. Dba Axis Health System
- EIN
- 84-0506701
- Plan number
- 001
- Plan type
- 2
- Location
- Durango, CO
- Latest filing year
- 2023
- Participants
- 603
- End-of-year plan assets
- $21,315,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 603 | H, C | 20250131113156NAL0002292113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,315,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,315,356
- Net assets (BOY)
- $18,668,910
Income & contributions
- Employer contributions
- $960,731
- Participant contributions
- $1,534,927
- Total contributions
- $2,905,086
- Total income / additions
- $5,693,520
Expenses & distributions
- Benefits paid
- $2,996,539
- Administrative expenses
- $50,535
- Total expenses
- $3,047,074
- Net increase / (decrease)
- $2,646,446
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $28,639 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,896 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Colorado Mental Health Center, Inc. Dba Axis Health System
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Durango, CO
- Raymond James & Associates Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation