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AXIOM EPM, LLC 401(K) PLAN 401k Plan overview

Plan NameAXIOM EPM, LLC 401(K) PLAN
Plan identification number 001

AXIOM EPM, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AXIOM EPM LLC has sponsored the creation of one or more 401k plans.

Company Name:AXIOM EPM LLC
Employer identification number (EIN):208035953
NAIC Classification:511210
NAIC Description:Software Publishers

Additional information about AXIOM EPM LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2006-12-13
Company Identification Number: 40029290
Legal Registered Office Address: 388 STATE ST STE 420

SALEM
United States of America (USA)
97301

More information about AXIOM EPM LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXIOM EPM, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01CHELSEY GOVER
0012015-01-01KRIS KILDAHL
0012014-01-01SANDY NUCCIO2015-10-13
0012013-01-01SANDY NUCCIO2014-11-20
0012012-01-01SANDY NUCCIO2014-09-03
0012011-01-01TODD MCCOY2012-06-25

Plan Statistics for AXIOM EPM, LLC 401(K) PLAN

401k plan membership statisitcs for AXIOM EPM, LLC 401(K) PLAN

Measure Date Value
2016: AXIOM EPM, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0193
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: AXIOM EPM, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0191
Total number of active participants reported on line 7a of the Form 55002015-01-0166
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0193
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on AXIOM EPM, LLC 401(K) PLAN

Measure Date Value
2016 : AXIOM EPM, LLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-07-01$-5,301,955
Total plan liabilities at end of year2016-07-01$0
Total plan liabilities at beginning of year2016-07-01$0
Total income from all sources2016-07-01$1,067,770
Expenses. Total of all expenses incurred2016-07-01$23,195
Benefits paid (including direct rollovers)2016-07-01$19,919
Total plan assets at end of year2016-07-01$0
Total plan assets at beginning of year2016-07-01$4,257,380
Value of fidelity bond covering the plan2016-07-01$100,000
Total contributions received or receivable from participants2016-07-01$518,221
Expenses. Other expenses not covered elsewhere2016-07-01$0
Contributions received from other sources (not participants or employers)2016-07-01$96,560
Other income received2016-07-01$126,705
Noncash contributions received2016-07-01$0
Net income (gross income less expenses)2016-07-01$1,044,575
Net plan assets at end of year (total assets less liabilities)2016-07-01$0
Net plan assets at beginning of year (total assets less liabilities)2016-07-01$4,257,380
Assets. Value of participant loans2016-07-01$0
Total contributions received or receivable from employer(s)2016-07-01$326,284
Value of certain deemed distributions of participant loans2016-07-01$0
Value of corrective distributions2016-07-01$1,708
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-01$1,568
2015 : AXIOM EPM, LLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,185,277
Expenses. Total of all expenses incurred2015-12-31$633,237
Benefits paid (including direct rollovers)2015-12-31$607,550
Total plan assets at end of year2015-12-31$4,257,380
Total plan assets at beginning of year2015-12-31$3,705,340
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$682,170
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$161,107
Other income received2015-12-31$-25,292
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$552,040
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,257,380
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,705,340
Assets. Value of participant loans2015-12-31$56,864
Total contributions received or receivable from employer(s)2015-12-31$367,292
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$25,687
2010 : AXIOM EPM, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$319,776
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$319,776
Total plan assets at beginning of year2010-12-31$0
Total contributions received or receivable from participants2010-12-31$160,922
Contributions received from other sources (not participants or employers)2010-12-31$78,271
Other income received2010-12-31$19,197
Net income (gross income less expenses)2010-12-31$319,776
Net plan assets at end of year (total assets less liabilities)2010-12-31$319,776
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$61,386

Form 5500 Responses for AXIOM EPM, LLC 401(K) PLAN

2016: AXIOM EPM, LLC 401(K) 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AXIOM EPM, LLC 401(K) 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-063475
Policy instance 1
Insurance contract or identification numberGA-063475
Insurance policy start date2016-01-01
Insurance policy end date2016-07-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-063475
Policy instance 1
Insurance contract or identification numberGA-063475
Number of Individuals Covered6
Insurance policy start date2015-05-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name

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