2023 Form 5500 filing — Axxess Consult, Inc. 401(K) Profit Sharing Plan And Trust

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 20240924113631NAL0004646995001) for Axxess Consult, Inc. 401(K) Profit Sharing Plan And Trust, reported by Axxess Consult, Inc. under EIN 32-0200143 and plan number 001. It reports 363 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)$11.3MReported net assets$11,296,836
Participants363
Provider compensation$14.8K1 Schedule C row(s)$14,844
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924113631NAL0004646995001
Plan sponsor
Axxess Consult, Inc.
EIN
32-0200143
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)$11.3M total assets
Net assets$11.3MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$636K
Benefits paid / distributions$621.2K
Contributions
Employer$762.3K
Participant$1.8M
Full reported line items
Total assets (EOY)
$11,296,836
Total liabilities (EOY)
$0
Net assets (EOY)
$11,296,836
Employer contributions
$762,306
Participant contributions
$1,752,209
Total income / additions
$5,488,256
Benefits paid
$621,167
Administrative expenses
$14,844
Total expenses
$636,011
Net increase / (decrease)
$4,852,245
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $14.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924113631NAL0004646995001 cover?
It is the 2023 Form 5500 filing for Axxess Consult, Inc. 401(K) Profit Sharing Plan And Trust, reported by Axxess Consult, Inc. (EIN 32-0200143).
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).

Related Form 5500 pages