2023 Form 5500 filing — Axiom Medical Consulting, LLC 401(K) 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 20241001142146NAL0003369123001) for Axiom Medical Consulting, LLC 401(K) Plan, reported by Axiom Professionals, LLC under EIN 45-4268592 and plan number 001. It reports 334 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)$11.9MReported net assets$11,881,422
Participants334
Provider compensation$74.3K2 Schedule C row(s)$74,318
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001142146NAL0003369123001
- Plan sponsor
- Axiom Professionals, LLC
- EIN
- 45-4268592
- Plan number
- 001
- Location
- The Woodlands, TX
- Received date
- not reported in the loaded dataset
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)$11.9M total assets
Net assets$11.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,881,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,881,422
- Employer contributions
- $735,425
- Participant contributions
- $1,099,037
- Total income / additions
- $3,727,014
- Benefits paid
- $1,872,916
- Administrative expenses
- $74,318
- Total expenses
- $1,947,234
- Net increase / (decrease)
- $1,779,780
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $37,624 | $0 |
| Styre Retirement | ADVISOR | $36,694 | not reported in the loaded dataset |