Axtria Inc. 401k Plan — Form 5500 plan (Axtria 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, Axtria Inc. 401k Plan is a benefit plan reported by Axtria Inc under EIN 27-1142668 and plan number 002. The latest loaded filing year is 2023. The filing reports 752 participants and $38,172,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axtria Inc
- EIN
- 27-1142668
- Plan number
- 002
- Plan type
- 2
- Location
- Berkeley Heights, NJ
- Latest filing year
- 2023
- Participants
- 752
- End-of-year plan assets
- $38,172,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 752 | H, C | 20240924121643NAL0023670098001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,172,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,172,908
- Net assets (BOY)
- $25,336,019
Income & contributions
- Employer contributions
- $2,613,644
- Participant contributions
- $5,559,932
- Total contributions
- $8,920,919
- Total income / additions
- $15,119,286
Expenses & distributions
- Benefits paid
- $2,204,409
- Administrative expenses
- $74,000
- Total expenses
- $2,282,397
- Net increase / (decrease)
- $12,836,889
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $74,000 | not reported in the loaded dataset | 2023 |
| Metz And Associates Pllc | SERVICE PROVIDER | $8,074 | not reported in the loaded dataset | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $5,233 | 2023 |