Axelgaard Manufacturing Co., Ltd. 401(K) Plan — Form 5500 plan (Axelgaard Manufacturing Co., Ltd.)

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, Axelgaard Manufacturing Co., Ltd. 401(K) Plan is a benefit plan reported by Axelgaard Manufacturing Co., Ltd. under EIN 33-0162267 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $10,880,086 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axelgaard Manufacturing Co., Ltd.
EIN
33-0162267
Plan number
001
Plan type
2
Location
Fallbrook, CA
Latest filing year
2023
Participants
149
End-of-year plan assets
$10,880,086

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20240924094857NAL0012603393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,880,086
Total liabilities (EOY)
$0
Net assets (EOY)
$10,880,086
Net assets (BOY)
$8,831,952

Income & contributions

Employer contributions
$167,337
Participant contributions
$540,240
Total contributions
$707,577
Total income / additions
$2,531,880

Expenses & distributions

Benefits paid
$471,548
Administrative expenses
$4,934
Total expenses
$483,746
Net increase / (decrease)
$2,048,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$5,665not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$731$02023

Related Form 5500 pages