2023 Form 5500 filing — Apb Elite Pooled Employer 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 20241015191839NAL0057837842001) for Apb Elite Pooled Employer Plan, reported by Axios Advisory Group, LLC under EIN 25-1722805 and plan number 002. It reports 817 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191839NAL0057837842001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Axios Advisory Group, LLC
- EIN
- 25-1722805
- Plan number
- 002
- Location
- Wexford, PA
- Participants
- 817
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,622,657
- Total liabilities (EOY)
- $27,758
- Net assets (EOY)
- $19,594,899
- Employer contributions
- $1,084,601
- Participant contributions
- $2,675,762
- Total income / additions
- $6,421,007
- Benefits paid
- $1,149,879
- Administrative expenses
- $201,690
- Total expenses
- $1,404,645
- Net increase / (decrease)
- $5,016,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Apb Retirement | TPA RECORDKEEPER | $103,464 | not reported in the loaded dataset |
| Pensionmark Financial Group | INVESTMENT ADVISOR | $96,002 | not reported in the loaded dataset |