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AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameAXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

AXIA CONSULTING, INC has sponsored the creation of one or more 401k plans.

Company Name:AXIA CONSULTING, INC
Employer identification number (EIN):203160292
NAIC Classification:541600

Additional information about AXIA CONSULTING, INC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2012-08-21
Company Identification Number: 20121450927
Legal Registered Office Address: 0243 Cartier Court

Dillon
United States of America (USA)
80435

More information about AXIA CONSULTING, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01PAUL GROVE
0022023-01-01
0022023-01-01PAUL GROVE
0022022-01-01
0022022-01-01PAUL GROVE
0022021-01-01
0022021-01-01PAUL GROVE
0022020-01-01
0022019-01-01
0022018-01-01PAUL GROVE
0022017-01-01PAUL GROVE
0022016-01-01PAUL GROVE
0022015-01-01PAUL GROVE
0022014-01-01PAUL GROVE

Financial Data on AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$12,415,350
Total plan liabilities at beginning of year2023-12-31$8,645,924
Total income from all sources2023-12-31$5,712,882
Expenses. Total of all expenses incurred2023-12-31$5,462,369
Benefits paid (including direct rollovers)2023-12-31$5,225,471
Total plan assets at end of year2023-12-31$35,205,981
Total plan assets at beginning of year2023-12-31$31,186,042
Value of fidelity bond covering the plan2023-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$236,898
Other income received2023-12-31$4,853,445
Net income (gross income less expenses)2023-12-31$250,513
Net plan assets at end of year (total assets less liabilities)2023-12-31$22,790,631
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$22,540,118
Assets. Value of employer securities2023-12-31$34,095,320
Total contributions received or receivable from employer(s)2023-12-31$859,437
2022 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$8,645,924
Total plan liabilities at beginning of year2022-12-31$9,251,861
Total income from all sources2022-12-31$3,823,166
Expenses. Total of all expenses incurred2022-12-31$442,384
Benefits paid (including direct rollovers)2022-12-31$188,883
Total plan assets at end of year2022-12-31$31,186,042
Total plan assets at beginning of year2022-12-31$28,411,197
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$253,501
Other income received2022-12-31$2,963,729
Net income (gross income less expenses)2022-12-31$3,380,782
Net plan assets at end of year (total assets less liabilities)2022-12-31$22,540,118
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,159,336
Assets. Value of employer securities2022-12-31$29,308,720
Total contributions received or receivable from employer(s)2022-12-31$859,437
2021 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$9,251,861
Total plan liabilities at beginning of year2021-12-31$9,841,637
Total income from all sources2021-12-31$3,927,877
Expenses. Total of all expenses incurred2021-12-31$361,940
Benefits paid (including direct rollovers)2021-12-31$92,279
Total plan assets at end of year2021-12-31$28,411,197
Total plan assets at beginning of year2021-12-31$25,435,036
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$269,661
Other income received2021-12-31$3,068,440
Net income (gross income less expenses)2021-12-31$3,565,937
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,159,336
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$15,593,399
Assets. Value of employer securities2021-12-31$26,245,296
Total contributions received or receivable from employer(s)2021-12-31$859,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$9,841,637
Total plan liabilities at beginning of year2020-12-31$10,430,611
Total income from all sources2020-12-31$7,060,363
Expenses. Total of all expenses incurred2020-12-31$366,853
Benefits paid (including direct rollovers)2020-12-31$81,298
Total plan assets at end of year2020-12-31$25,435,036
Total plan assets at beginning of year2020-12-31$19,330,500
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$285,555
Other income received2020-12-31$6,185,835
Net income (gross income less expenses)2020-12-31$6,693,510
Net plan assets at end of year (total assets less liabilities)2020-12-31$15,593,399
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,899,889
Assets. Value of employer securities2020-12-31$23,159,780
Total contributions received or receivable from employer(s)2020-12-31$874,528
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$10,430,611
Total plan liabilities at beginning of year2019-12-31$10,969,714
Total income from all sources2019-12-31$-2,557,459
Expenses. Total of all expenses incurred2019-12-31$320,334
Total plan assets at end of year2019-12-31$19,330,500
Total plan assets at beginning of year2019-12-31$22,747,396
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$320,334
Other income received2019-12-31$-3,416,896
Net income (gross income less expenses)2019-12-31$-2,877,793
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,899,889
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,777,682
Assets. Value of employer securities2019-12-31$19,330,500
Total contributions received or receivable from employer(s)2019-12-31$859,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$10,969,714
Total plan liabilities at beginning of year2018-12-31$11,511,154
Total income from all sources2018-12-31$6,036,330
Expenses. Total of all expenses incurred2018-12-31$317,998
Total plan assets at end of year2018-12-31$22,747,396
Total plan assets at beginning of year2018-12-31$17,570,504
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$317,998
Other income received2018-12-31$5,176,893
Net income (gross income less expenses)2018-12-31$5,718,332
Net plan assets at end of year (total assets less liabilities)2018-12-31$11,777,682
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,059,350
Assets. Value of employer securities2018-12-31$22,747,396
Total contributions received or receivable from employer(s)2018-12-31$859,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$11,511,154
Total plan liabilities at beginning of year2017-12-31$12,066,321
Total income from all sources2017-12-31$8,438,489
Expenses. Total of all expenses incurred2017-12-31$313,130
Benefits paid (including direct rollovers)2017-12-31$8,859
Total plan assets at end of year2017-12-31$17,570,504
Total plan assets at beginning of year2017-12-31$10,000,312
Value of fidelity bond covering the plan2017-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$304,271
Other income received2017-12-31$7,570,192
Net income (gross income less expenses)2017-12-31$8,125,359
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,059,350
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-2,066,009
Assets. Value of employer securities2017-12-31$17,570,504
Total contributions received or receivable from employer(s)2017-12-31$868,297
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$12,066,321
Total plan liabilities at beginning of year2016-12-31$12,611,363
Total income from all sources2016-12-31$1,058,265
Expenses. Total of all expenses incurred2016-12-31$314,395
Total plan assets at end of year2016-12-31$10,000,312
Total plan assets at beginning of year2016-12-31$9,801,484
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$314,395
Other income received2016-12-31$198,828
Net income (gross income less expenses)2016-12-31$743,870
Net plan assets at end of year (total assets less liabilities)2016-12-31$-2,066,009
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$-2,809,879
Assets. Value of employer securities2016-12-31$10,000,312
Total contributions received or receivable from employer(s)2016-12-31$859,437
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$12,611,363
Total plan liabilities at beginning of year2015-12-31$15,018,978
Total income from all sources2015-12-31$8,292,020
Expenses. Total of all expenses incurred2015-12-31$383,497
Total plan assets at end of year2015-12-31$9,801,484
Total plan assets at beginning of year2015-12-31$4,300,576
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$383,497
Other income received2015-12-31$5,750,908
Net income (gross income less expenses)2015-12-31$7,908,523
Net plan assets at end of year (total assets less liabilities)2015-12-31$-2,809,879
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$-10,718,402
Assets. Value of employer securities2015-12-31$9,801,484
Total contributions received or receivable from employer(s)2015-12-31$2,541,112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$15,018,978
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$-10,641,596
Expenses. Total of all expenses incurred2014-12-31$76,806
Total plan assets at end of year2014-12-31$4,300,576
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$76,806
Other income received2014-12-31$-13,351,424
Net income (gross income less expenses)2014-12-31$-10,718,402
Net plan assets at end of year (total assets less liabilities)2014-12-31$-10,718,402
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Assets. Value of employer securities2014-12-31$4,300,576
Total contributions received or receivable from employer(s)2014-12-31$2,709,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN

2023: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AXIA CONSULTING EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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