Axiom Technology, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Axiom Technology, 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, Axiom Technology, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Axiom Technology, Inc. under EIN 95-4369798 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $10,666,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axiom Technology, Inc.
- EIN
- 95-4369798
- Plan number
- 001
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $10,666,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240907115401NAL0002396209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,666,641
- Total liabilities (EOY)
- $19,449
- Net assets (EOY)
- $10,647,192
- Net assets (BOY)
- $8,939,612
Income & contributions
- Employer contributions
- $232,029
- Participant contributions
- $791,066
- Total contributions
- $1,031,141
- Total income / additions
- $2,478,842
Expenses & distributions
- Benefits paid
- $712,497
- Administrative expenses
- $36,632
- Total expenses
- $771,262
- Net increase / (decrease)
- $1,707,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Domestic | RIA | $0 | $10,249 | 2023 |
| Wells Fargo Advisors LLC | RIA | $0 | $5,811 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $78 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axiom Technology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Morgan Stanley Domestic — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation