2023 Form 5500 filing — Axis Residential Retirement 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 20241015172015NAL0049103824001) for Axis Residential Retirement Plan, reported by Axis Residential, LLC under EIN 86-2048471 and plan number 001. It reports 202 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)$1.5MReported net assets$1,480,734
Participants202
Provider compensation$5.4K2 Schedule C row(s)$5,427
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015172015NAL0049103824001
- Plan sponsor
- Axis Residential, LLC
- EIN
- 86-2048471
- Plan number
- 001
- Location
- Spokane, WA
- 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)$1.5M total assets
Net assets$1.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,480,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,480,734
- Employer contributions
- $275,719
- Participant contributions
- $318,440
- Total income / additions
- $1,002,670
- Benefits paid
- $162,568
- Administrative expenses
- $0
- Total expenses
- $162,568
- Net increase / (decrease)
- $840,102
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2