Data Axle, Inc. Retirement Plan — Form 5500 plan (Data Axle, 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, Data Axle, Inc. Retirement Plan is a benefit plan reported by Data Axle, Inc. under EIN 47-0751545 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,706 participants and $218,755,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Data Axle, Inc.
- EIN
- 47-0751545
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, NE
- Latest filing year
- 2023
- Participants
- 1,706
- End-of-year plan assets
- $218,755,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,706 | H, C | 20241015111648NAL0057172434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $218,755,571
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $218,755,571
- Net assets (BOY)
- $198,877,344
Income & contributions
- Employer contributions
- $2,415,755
- Participant contributions
- $7,526,298
- Total contributions
- $10,537,762
- Total income / additions
- $46,337,491
Expenses & distributions
- Benefits paid
- $26,333,660
- Administrative expenses
- $125,604
- Total expenses
- $26,459,264
- Net increase / (decrease)
- $19,878,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $117,025 | $0 | 2023 |
| Groom Law Group, Chartered | LEGAL | $10,033 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Data Axle, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Bellevue, NE
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation
- Groom Law Group, Chartered — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation