Plan5500

Axiom Global Inc. 401(K) Plan — Form 5500 plan (Axiom Global Inc.)

Plain-English plan 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, Axiom Global Inc. 401(K) Plan is a benefit plan reported by Axiom Global Inc. under EIN 13-4099840 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,318 participants and $92,934,725 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axiom Global Inc.
EIN
13-4099840
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
2,318
End-of-year plan assets
$92,934,725

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,318H, C20241015105838NAL0048941392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,934,725
Total liabilities (EOY)
$0
Net assets (EOY)
$92,934,725
Net assets (BOY)
$71,762,617

Income & contributions

Employer contributions
$1,406,549
Participant contributions
$14,701,279
Total contributions
$18,993,101
Total income / additions
$33,174,565

Expenses & distributions

Benefits paid
$11,742,536
Administrative expenses
$224,287
Total expenses
$12,002,457
Net increase / (decrease)
$21,172,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$109,610not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$86,922not reported in the loaded dataset2023
Moss Adams LlpACCOUNTANT/AUDITOR$26,255not reported in the loaded dataset2023

Related Form 5500 pages