2023 Form 5500 filing — Axa Group Operations Americas 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 20241011110142NAL0021720273002) for Axa Group Operations Americas Inc.401(K) Profit Sharing Plan, reported by Axa Group Operations Americas Inc. under EIN 83-4180385 and plan number 002. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110142NAL0021720273002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Axa Group Operations Americas Inc.
- EIN
- 83-4180385
- Plan number
- 002
- Location
- New York, NY
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,377,714
- Net assets (EOY)
- $149,377,714
- Employer contributions
- $4,084,957
- Participant contributions
- $4,430,431
- Total income / additions
- $30,850,311
- Benefits paid
- $11,952,463
- Administrative expenses
- $124,496
- Total expenses
- $12,079,149
- Net increase / (decrease)
- $18,771,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Advisory Group | NONE | $72,816 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $65,239 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $22,573 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $699 | $0 |