2023 Form 5500 filing — Axia Consulting, Inc. 401(K) Profit Sharing 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 20240918164150NAL0002759075001) for Axia Consulting, Inc. 401(K) Profit Sharing Plan, reported by Axia Consulting, Inc. under EIN 20-3160292 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918164150NAL0002759075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axia Consulting, Inc.
- EIN
- 20-3160292
- Plan number
- 001
- Location
- Worthington, OH
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,314,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,314,174
- Employer contributions
- $649,765
- Participant contributions
- $1,858,863
- Total income / additions
- $6,278,369
- Benefits paid
- $1,452,355
- Administrative expenses
- $24,909
- Total expenses
- $1,481,918
- Net increase / (decrease)
- $4,796,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISOR | $22,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,430 | $0 |