Axis Analytics, LLC 401(K) Salary Deferral Plan — Form 5500 plan (Axis Analytics, LLC)
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, Axis Analytics, LLC 401(K) Salary Deferral Plan is a benefit plan reported by Axis Analytics, LLC under EIN 22-3477297 and plan number 002. The latest loaded filing year is 2023. The filing reports 181 participants and $15,387,196 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axis Analytics, LLC
- EIN
- 22-3477297
- Plan number
- 002
- Plan type
- 2
- Location
- Berkeley Heights, NJ
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $15,387,196
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241009122551NAL0037736690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,387,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,387,196
- Net assets (BOY)
- $12,210,820
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,448,121
- Total contributions
- $1,448,121
- Total income / additions
- $3,951,992
Expenses & distributions
- Benefits paid
- $718,267
- Administrative expenses
- $57,349
- Total expenses
- $775,616
- Net increase / (decrease)
- $3,176,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $47,374 | not reported in the loaded dataset | 2023 |
| Axis Group LLC | OTHER | $5,250 | not reported in the loaded dataset | 2023 |
| Larson Allen Llp | AUDITOR | $4,725 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axis Analytics, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Berkeley Heights, NJ
- Onedigital Investment Advisors LLC — Schedule C compensation
- Axis Group LLC — Schedule C compensation
- Larson Allen Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation