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, Axis Residential Retirement Plan is a benefit plan reported by Axis Residential, LLC under EIN 86-2048471 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $1,480,734 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,480,734
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,480,734
- Net assets (BOY)
- $640,632
Income & contributions
- Employer contributions
- $275,719
- Participant contributions
- $318,440
- Total contributions
- $834,755
- Total income / additions
- $1,002,670
Expenses & distributions
- Benefits paid
- $162,568
- Administrative expenses
- $0
- Total expenses
- $162,568
- Net increase / (decrease)
- $840,102