Axiom 401(K) Plan — Form 5500 plan (Axiom Healthcare Services, 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 401(K) Plan is a benefit plan reported by Axiom Healthcare Services, LLC under EIN 75-3262457 and plan number 002. The latest loaded filing year is 2023. The filing reports 621 participants and $4,645,927 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axiom Healthcare Services, LLC
EIN
75-3262457
Plan number
002
Plan type
3
Location
Wichita, KS
Latest filing year
2023
Participants
621
End-of-year plan assets
$4,645,927

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023621H, C20241015173426NAL0049161424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,645,927
Total liabilities (EOY)
$0
Net assets (EOY)
$4,645,927
Net assets (BOY)
$3,259,474

Income & contributions

Employer contributions
$198,882
Participant contributions
$837,261
Total contributions
$1,369,599
Total income / additions
$1,998,677

Expenses & distributions

Benefits paid
$514,062
Administrative expenses
$73,214
Total expenses
$612,224
Net increase / (decrease)
$1,386,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$55,319$02023
Wealth Alliance Advisory Group LLCADVISOR$17,196not reported in the loaded dataset2023

Related Form 5500 pages