Axia Consulting, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Axia Consulting, 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, Axia Consulting, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Axia Consulting, Inc. under EIN 20-3160292 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $24,314,174 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axia Consulting, Inc.
EIN
20-3160292
Plan number
001
Plan type
2
Location
Worthington, OH
Latest filing year
2023
Participants
126
End-of-year plan assets
$24,314,174

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20240918164150NAL0002759075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,314,174
Total liabilities (EOY)
$0
Net assets (EOY)
$24,314,174
Net assets (BOY)
$19,517,723

Income & contributions

Employer contributions
$649,765
Participant contributions
$1,858,863
Total contributions
$2,620,362
Total income / additions
$6,278,369

Expenses & distributions

Benefits paid
$1,452,355
Administrative expenses
$24,909
Total expenses
$1,481,918
Net increase / (decrease)
$4,796,451

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT ADVISOR$22,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,430$02023

Related Form 5500 pages