Axiom Division 7, Inc 401(K) P/S Plan — Form 5500 plan (Axiom Division 7, 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 Division 7, Inc 401(K) P/S Plan is a benefit plan reported by Axiom Division 7, Inc under EIN 26-1489962 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $3,539,451 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axiom Division 7, Inc
EIN
26-1489962
Plan number
001
Plan type
2
Location
Lynden, WA
Latest filing year
2023
Participants
199
End-of-year plan assets
$3,539,451

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241015162202NAL0016867699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,539,451
Total liabilities (EOY)
$0
Net assets (EOY)
$3,539,451
Net assets (BOY)
$2,465,298

Income & contributions

Employer contributions
$240,882
Participant contributions
$456,696
Total contributions
$697,578
Total income / additions
$1,160,975

Expenses & distributions

Benefits paid
$70,356
Administrative expenses
$16,466
Total expenses
$86,822
Net increase / (decrease)
$1,074,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
SharebuilderINVESTMENT MANAGER$10,991not reported in the loaded dataset2023
Ascensus LLCNONE$3,245$9352023
PaiTPA$1,870not reported in the loaded dataset2023

Related Form 5500 pages