Logo

AXIS CLINICALS RETIREMENT PLAN 401k Plan overview

Plan NameAXIS CLINICALS RETIREMENT PLAN
Plan identification number 001

AXIS CLINICALS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

AXIS CLINICALS LLC has sponsored the creation of one or more 401k plans.

Company Name:AXIS CLINICALS LLC
Employer identification number (EIN):300706826
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXIS CLINICALS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DINKAR SINDHU2024-07-24
0012022-01-01
0012022-01-01
0012022-01-01DINKAR SINDHU
0012021-01-01
0012021-01-01DINKAR SINDHU
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHETAN KUNCHALA
0012016-01-01DINKAR SINDHU2017-05-16
0012015-01-01DINKAR SINDHU2016-12-16

Financial Data on AXIS CLINICALS RETIREMENT PLAN

Measure Date Value
2025 : AXIS CLINICALS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-22169058
Net assets as of the end of the plan year2025-05-221752119
Total assets as of the beginning of the plan year2025-05-221344092
Value of plan covered by a fidelity bond2025-05-22300000
Participant contributions to plan in this plan year2025-05-22238180
Other expenses paid from plan in this plan year2025-05-220
Other contributions to plan in this plan year2025-05-223559
Other income to plan in this plan year2025-05-22190323
Plan net income in this plan year2025-05-22408027
Net assets as of the end of the plan year2025-05-221752119
Net assets as of the beginning of the plan year2025-05-221344092
Employer contributions to plan in this plan year2025-05-22145023
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-228713
2024 : AXIS CLINICALS RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-24131162
Net assets as of the end of the plan year2024-07-241344092
Total assets as of the beginning of the plan year2024-07-24969839
Value of plan covered by a fidelity bond2024-07-24300000
Participant contributions to plan in this plan year2024-07-24254159
Other expenses paid from plan in this plan year2024-07-247258
Other contributions to plan in this plan year2024-07-245719
Other income to plan in this plan year2024-07-24130665
Plan net income in this plan year2024-07-24374253
Net assets as of the end of the plan year2024-07-241344092
Net assets as of the beginning of the plan year2024-07-24969839
Employer contributions to plan in this plan year2024-07-24114872
2022 : AXIS CLINICALS RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$22,122
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$63,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$55,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$173,801
Value of total assets at end of year2022-12-31$969,839
Value of total assets at beginning of year2022-12-31$1,011,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,134
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$24,447
Administrative expenses professional fees incurred2022-12-31$5,764
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$170,031
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$21,347
Participant contributions at beginning of year2022-12-31$3,842
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$25,992
Total non interest bearing cash at beginning of year2022-12-31$10,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-41,197
Value of net assets at end of year (total assets less liabilities)2022-12-31$969,839
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,011,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$922,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$996,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-176,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,185
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RAM ASSOCIATES
Accountancy firm EIN2022-12-31300706826
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$22,122
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$63,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$55,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$173,801
Value of total assets at end of year2022-01-01$969,839
Value of total assets at beginning of year2022-01-01$1,011,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$8,134
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$24,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$24,447
Administrative expenses professional fees incurred2022-01-01$5,764
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$300,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$170,031
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Participant contributions at end of year2022-01-01$21,347
Participant contributions at beginning of year2022-01-01$3,842
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$3,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$0
Total non interest bearing cash at end of year2022-01-01$25,992
Total non interest bearing cash at beginning of year2022-01-01$10,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-41,197
Value of net assets at end of year (total assets less liabilities)2022-01-01$969,839
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$1,011,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$2,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$922,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$996,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-176,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$55,185
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RAM ASSOCIATES
Accountancy firm EIN2022-01-01300706826
2021 : AXIS CLINICALS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$245,529
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$42,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$129,738
Value of total assets at end of year2021-12-31$1,011,036
Value of total assets at beginning of year2021-12-31$808,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,396
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$18,616
Administrative expenses professional fees incurred2021-12-31$6,098
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$129,738
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$3,842
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$10,918
Total non interest bearing cash at beginning of year2021-12-31$8,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$202,745
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,011,036
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$808,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$996,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$799,524
Interest on participant loans2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$97,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,388
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RAM ASSOCIATES
Accountancy firm EIN2021-12-31300706826
2020 : AXIS CLINICALS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$224,164
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$138,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$127,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$147,067
Value of total assets at end of year2020-12-31$808,291
Value of total assets at beginning of year2020-12-31$722,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,199
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,888
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$143,649
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,193
Total non interest bearing cash at end of year2020-12-31$8,767
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$85,961
Value of net assets at end of year (total assets less liabilities)2020-12-31$808,291
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$722,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$799,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$716,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$65,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$127,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RAM ASSOCIATES
Accountancy firm EIN2020-12-31300706826
2019 : AXIS CLINICALS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$382,477
Total income from all sources (including contributions)2019-12-31$382,477
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$101,590
Total of all expenses incurred2019-12-31$101,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$95,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$95,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$258,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$258,665
Value of total assets at end of year2019-12-31$722,330
Value of total assets at end of year2019-12-31$722,330
Value of total assets at beginning of year2019-12-31$441,443
Value of total assets at beginning of year2019-12-31$441,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,554
Total interest from all sources2019-12-31$1,285
Total interest from all sources2019-12-31$1,285
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$14,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,950
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$14,950
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$203,350
Contributions received from participants2019-12-31$203,350
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,562
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$280,887
Value of net income/loss2019-12-31$280,887
Value of net assets at end of year (total assets less liabilities)2019-12-31$722,330
Value of net assets at end of year (total assets less liabilities)2019-12-31$722,330
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$441,443
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$441,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$716,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$716,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$441,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$441,443
Interest earned on other investments2019-12-31$1,276
Interest earned on other investments2019-12-31$1,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$107,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$107,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$53,753
Contributions received in cash from employer2019-12-31$53,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$95,036
Contract administrator fees2019-12-31$6,554
Contract administrator fees2019-12-31$6,554
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RAM ASSOCIATES
Accountancy firm name2019-12-31RAM ASSOCIATES
Accountancy firm EIN2019-12-31223482445
Accountancy firm EIN2019-12-31223482445
2018 : AXIS CLINICALS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$123,035
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,122
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$154,968
Value of total assets at end of year2018-12-31$441,443
Value of total assets at beginning of year2018-12-31$326,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,949
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,208
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$117,047
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$114,964
Value of net assets at end of year (total assets less liabilities)2018-12-31$441,443
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$326,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$441,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$326,479
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-42,141
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$37,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,122
Contract administrator fees2018-12-31$4,949
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RAM ASSOCIATES
Accountancy firm EIN2018-12-31223482445
2017 : AXIS CLINICALS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$148,410
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$44,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,056
Value of total corrective distributions2017-12-31$4,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$101,914
Value of total assets at end of year2017-12-31$326,479
Value of total assets at beginning of year2017-12-31$222,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,670
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,925
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$83,069
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$103,632
Value of net assets at end of year (total assets less liabilities)2017-12-31$326,479
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$222,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$326,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$222,847
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$40,571
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$18,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,056
Contract administrator fees2017-12-31$3,670
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No

Form 5500 Responses for AXIS CLINICALS RETIREMENT PLAN

2022: AXIS CLINICALS RETIREMENT 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: AXIS CLINICALS RETIREMENT 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: AXIS CLINICALS RETIREMENT 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: AXIS CLINICALS RETIREMENT 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: AXIS CLINICALS RETIREMENT 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AXIS CLINICALS RETIREMENT 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number022-0172-6
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1