Axh Air-Coolers 401(K) Retirement Plan — Form 5500 plan (Axh Air-Coolers, 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, Axh Air-Coolers 401(K) Retirement Plan is a benefit plan reported by Axh Air-Coolers, LLC under EIN 83-0414744 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $33,315,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Axh Air-Coolers, LLC
EIN
83-0414744
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
Participants
487
End-of-year plan assets
$33,315,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023487H, C20241014193043NAL0047286192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,315,131
Total liabilities (EOY)
$18,378
Net assets (EOY)
$33,296,753
Net assets (BOY)
$25,533,902

Income & contributions

Employer contributions
$1,155,667
Participant contributions
$1,475,439
Total contributions
$2,719,953
Total income / additions
$9,480,405

Expenses & distributions

Benefits paid
$1,696,899
Administrative expenses
$20,655
Total expenses
$1,717,554
Net increase / (decrease)
$7,762,851

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wjpr CpasNONE$20,655$02023

Related Form 5500 pages