2023 Form 5500 filing — Axis Energy Services 401(K) Employee Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829100612NAL0021391776001) for Axis Energy Services 401(K) Employee Savings Plan, reported by Axis Energy Administration, LLC under EIN 83-1004542 and plan number 001. It reports 1,154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.2MReported net assets$5,194,276

Participants1.2K1,154

Provider compensation$50K2 Schedule C row(s)$50,016

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240829100612NAL0021391776001
Plan sponsor: Axis Energy Administration, LLC
EIN: 83-1004542
Plan number: 001
Location: Dallas, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.2M total assets

Net assets$5.2MLiabilities—

Money in vs. money out

Total income / additions$2.2M

Total expenses$2.2M

Benefits paid / distributions$2.2M

Contributions

Employer$0

Participant$1.2M

Full reported line items

Total assets (EOY): $5,194,276
Net assets (EOY): $5,194,276
Employer contributions: $0
Participant contributions: $1,171,945
Total income / additions: $2,209,656
Benefits paid: $2,164,232
Administrative expenses: $55,675
Total expenses: $2,219,907
Net increase / (decrease): -$10,251

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$50K
CONTRACT ADMINISTRATOR · Direct $50K · Indirect $0
2
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829100612NAL0021391776001 cover?: It is the 2023 Form 5500 filing for Axis Energy Services 401(K) Employee Savings Plan, reported by Axis Energy Administration, LLC (EIN 83-1004542).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).