Axiom Constr & Consulting LLC 401(K) Ps Plan — Form 5500 plan (Axiom Construction & Consulting, 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, Axiom Constr & Consulting LLC 401(K) Ps Plan is a benefit plan reported by Axiom Construction & Consulting, LLC under EIN 75-2974255 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $7,343,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axiom Construction & Consulting, LLC
EIN
75-2974255
Plan number
001
Plan type
2
Location
Lynden, WA
Latest filing year
2023
Participants
210
End-of-year plan assets
$7,343,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20241015161514NAL0057180802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,343,427
Total liabilities (EOY)
$0
Net assets (EOY)
$7,343,427
Net assets (BOY)
$5,365,257

Income & contributions

Employer contributions
$368,648
Participant contributions
$737,387
Total contributions
$1,106,035
Total income / additions
$2,211,149

Expenses & distributions

Benefits paid
$204,152
Administrative expenses
$28,827
Total expenses
$232,979
Net increase / (decrease)
$1,978,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisors, LLCINVESTMENT MANAGER$19,880not reported in the loaded dataset2023
Ascensus LLCNONE$5,537$1,2292023
PaiTPA$2,205not reported in the loaded dataset2023

Related Form 5500 pages