Axle Retirement Plan — Form 5500 plan (Axle Informatics, LLC)

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, Axle Retirement Plan is a benefit plan reported by Axle Informatics, LLC under EIN 72-1533966 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $24,442,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axle Informatics, LLC
EIN
72-1533966
Plan number
001
Plan type
2
Location
North Bethesda, MD
Latest filing year
2023
Participants
524
End-of-year plan assets
$24,442,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023524H, C20241011225226NAL0023710897001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,442,727
Total liabilities (EOY)
$0
Net assets (EOY)
$24,442,727
Net assets (BOY)
$14,812,255

Income & contributions

Employer contributions
$2,117,210
Participant contributions
$4,273,831
Total contributions
$7,352,492
Total income / additions
$10,926,992

Expenses & distributions

Benefits paid
$1,276,904
Administrative expenses
$13,439
Total expenses
$1,296,520
Net increase / (decrease)
$9,630,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$9,808not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,040$02023

Related Form 5500 pages