2023 Form 5500 filing — Axtella, 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 20241015153616NAL0016772163001) for Axtella, LLC 401(K) Plan, reported by Axtella, LLC under EIN 38-3627552 and plan number 001. It reports 168 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)$13.6MReported net assets$13,553,820
Participants168
Provider compensation$3.7K1 Schedule C row(s)$3,716
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015153616NAL0016772163001
Plan sponsor
Axtella, LLC
EIN
38-3627552
Plan number
001
Location
Ann Arbor, MI
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)$13.6M total assets
Net assets$13.6MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$462K
Participant$1M
Full reported line items
Total assets (EOY)
$13,553,820
Total liabilities (EOY)
$0
Net assets (EOY)
$13,553,820
Employer contributions
$461,969
Participant contributions
$1,018,018
Total income / additions
$3,646,073
Benefits paid
$1,870,330
Administrative expenses
$5,632
Total expenses
$1,875,962
Net increase / (decrease)
$1,770,111
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT COMPANY · Direct $3.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015153616NAL0016772163001 cover?
It is the 2023 Form 5500 filing for Axtella, LLC 401(K) Plan, reported by Axtella, LLC (EIN 38-3627552).
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