Axogen Corporation 401(K) Plan — Form 5500 plan (Axogen Corporation)
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, Axogen Corporation 401(K) Plan is a benefit plan reported by Axogen Corporation under EIN 55-0805988 and plan number 001. The latest loaded filing year is 2023. The filing reports 578 participants and $30,549,261 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Axogen Corporation
- EIN
- 55-0805988
- Plan number
- 001
- Plan type
- 2
- Location
- Alachua, FL
- Latest filing year
- 2023
- Participants
- 578
- End-of-year plan assets
- $30,549,261
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 578 | H, C | 20241015071255NAL0027748929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,549,261
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,549,261
- Net assets (BOY)
- $24,555,623
Income & contributions
- Employer contributions
- $1,530,416
- Participant contributions
- $3,682,254
- Total contributions
- $5,748,191
- Total income / additions
- $10,241,632
Expenses & distributions
- Benefits paid
- $4,080,483
- Administrative expenses
- $167,511
- Total expenses
- $4,247,994
- Net increase / (decrease)
- $5,993,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| R. J. L. Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $35,485 | $13,136 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $37,493 | $0 | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $32,630 | not reported in the loaded dataset | 2023 |
| Axogen, Inc & Subsidiaries | OTHER (REIMBURSEMENT) | $27,840 | not reported in the loaded dataset | 2023 |
| Eisneramper, Llp | AUDITOR | $17,010 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $2,704 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Axogen Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Alachua, FL
- R. J. L. Pension Services, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Axogen, Inc & Subsidiaries — Schedule C compensation
- Eisneramper, Llp — Schedule C compensation
- Empower Advisory Group — Schedule C compensation