Plan5500

Axcess Financial Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Axcess Financial Services, Inc. (EIN 31-1485652) is a plan sponsor located in Cincinnati, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-1485652
Location
Cincinnati, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Axcess Financial Services, Inc.

  • 2 loaded plans hold $46M in reported assets.
  • The largest, The Axcess Financial 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,957 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$46MSummed across loaded plans$46,014,699
Total reported assets$46M$46,014,699
Total reported participants3K2,957
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$46M total assets
Net assets$46MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$3M
Total income / additions$12.7M
Expenses & distributions
Benefits paid / distributions$4.5M
Total expenses$4.7M
Net increase / (decrease)$8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%The Axcess Financial 401k Plan
Participants per plan1,479Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Axcess Financial 401k Plan$46M
    Plan #001 · 2,394 participants · 2023
  2. 2
    Axcess Financial Services Inc Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 563 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Axcess Financial Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Axcess Financial Services Inc Welfare Benefit Plan563 participants · 2No schedules
    View filing →
  2. 2023
    The Axcess Financial 401k Plan2,394 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Axcess Financial Services, Inc. report on Form 5500?
Axcess Financial Services, Inc. (EIN 31-1485652) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Axcess Financial Services, Inc.?
The Employer Identification Number (EIN) reported for Axcess Financial Services, Inc. is 31-1485652.
What is the latest Form 5500 filing year for Axcess Financial Services, Inc.?
The latest loaded Form 5500 filing year for Axcess Financial Services, Inc. is 2023.

Related Form 5500 pages