2023 Form 5500 filing — Axis Health System 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 20250131113156NAL0002292113001) for Axis Health System 401(K) Plan, reported by Southwest Colorado Mental Health Center, Inc. Dba Axis Health System under EIN 84-0506701 and plan number 001. It reports 603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250131113156NAL0002292113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Colorado Mental Health Center, Inc. Dba Axis Health System
- EIN
- 84-0506701
- Plan number
- 001
- Location
- Durango, CO
- Participants
- 603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,315,356
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,315,356
- Employer contributions
- $960,731
- Participant contributions
- $1,534,927
- Total income / additions
- $5,693,520
- Benefits paid
- $2,996,539
- Administrative expenses
- $50,535
- Total expenses
- $3,047,074
- Net increase / (decrease)
- $2,646,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $28,639 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,896 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |