2023 Form 5500 filing — Axley Brynelson, Llp 401(K) Savings & 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 20241014115058NAL0045849648001) for Axley Brynelson, Llp 401(K) Savings & Profit Sharing Plan, reported by Axley Brynelson, Llp under EIN 39-0804160 and plan number 002. It reports 146 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)$82.3MReported net assets$82,296,568
Participants146
Provider compensation$58.1K3 Schedule C row(s)$58,109
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014115058NAL0045849648001
- Plan sponsor
- Axley Brynelson, Llp
- EIN
- 39-0804160
- Plan number
- 002
- Location
- Madison, WI
- 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)$82.3M total assets
Net assets$82.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $82,296,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,296,568
- Employer contributions
- $1,796,181
- Participant contributions
- $1,345,994
- Total income / additions
- $14,010,732
- Benefits paid
- $5,387,050
- Administrative expenses
- $58,109
- Total expenses
- $5,445,159
- Net increase / (decrease)
- $8,565,573
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $29,671 | not reported in the loaded dataset |
| Alpha Investment Consulting Group | NONE | $22,191 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $6,247 | not reported in the loaded dataset |