Avixa Savings & Salary Plan — Form 5500 plan (Avixa, 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, Avixa Savings & Salary Plan is a benefit plan reported by Avixa, Inc. under EIN 54-0621493 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $20,637,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avixa, Inc.
EIN
54-0621493
Plan number
002
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
150
End-of-year plan assets
$20,637,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240904112857NAL0041025698001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,637,302
Total liabilities (EOY)
$0
Net assets (EOY)
$20,637,302
Net assets (BOY)
$16,346,987

Income & contributions

Employer contributions
$447,226
Participant contributions
$1,230,400
Total contributions
$1,869,045
Total income / additions
$4,921,893

Expenses & distributions

Benefits paid
$571,024
Administrative expenses
$60,554
Total expenses
$631,578
Net increase / (decrease)
$4,290,315

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer Investment Management IncADVISOR$31,208not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$22,700$02023

Related Form 5500 pages