2023 Form 5500 filing — Axis Community Health, Inc. 403(B) 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 20241015201815NAL0015365155001) for Axis Community Health, Inc. 403(B) Plan, reported by Axis Community Health, Inc. under EIN 94-2232394 and plan number 004. It reports 236 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)$9.6MReported net assets$9,632,951

Participants236

Provider compensation$27.2K2 Schedule C row(s)$27,219

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015201815NAL0015365155001
Plan sponsor: Axis Community Health, Inc.
EIN: 94-2232394
Plan number: 004
Location: Pleasanton, CA
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)$9.6M total assets

Net assets$9.6MLiabilities—

Money in vs. money out

Total income / additions$2.9M

Total expenses$233.9K

Benefits paid / distributions$168.6K

Contributions

Employer$327.2K

Participant$1.1M

Full reported line items

Total assets (EOY): $9,632,951
Net assets (EOY): $9,632,951
Employer contributions: $327,175
Participant contributions: $1,057,066
Total income / additions: $2,917,810
Benefits paid: $168,649
Administrative expenses: $65,293
Total expenses: $233,942
Net increase / (decrease): $2,683,868

Schedule C

Reported service provider compensation

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

1
Global Retirement Partners LLC$20.3K
SERVICE PROVIDER · Direct $0 · Indirect $20.3K
2
Quintes Financial Services, LLC$6.9K
TPA · Direct $0 · Indirect $6.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015201815NAL0015365155001 cover?: It is the 2023 Form 5500 filing for Axis Community Health, Inc. 403(B) Plan, reported by Axis Community Health, Inc. (EIN 94-2232394).
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).