Axcess Industries, Inc. Employee Benefit Plan — Form 5500 plan (Axcess Industries, 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, Axcess Industries, Inc. Employee Benefit Plan is a benefit plan reported by Axcess Industries, Inc. under EIN 20-8479092 and plan number 501. The latest loaded filing year is 2023. The filing reports 23 participants and $15,395 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axcess Industries, Inc.
EIN
20-8479092
Plan number
501
Plan type
2
Location
Fleetwood, PA
Latest filing year
2023
Participants
23
End-of-year plan assets
$15,395

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323I, C20240924074849NAL0012496209001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$15,395
Total liabilities (EOY)
$22,744
Net assets (EOY)
-$7,349
Net assets (BOY)
-$19,743

Income & contributions

Employer contributions
$166,182
Participant contributions
$106,037
Total income / additions
$272,554

Expenses & distributions

Benefits paid
$144,880
Administrative expenses
$1,506
Total expenses
$260,160
Net increase / (decrease)
$12,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$8,471not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$6,804not reported in the loaded dataset2023
Capital BluecrossADMIN$1,506not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$1,345not reported in the loaded dataset2023

Related Form 5500 pages