How big is PKLP, LLC DBA Axiom Wealth Management's plan?

PKLP, LLC DBA Axiom Wealth Management's plan reported $1.0M in assets and 24 participants for 2022.

Original filing (PDF)20231002171656NAL0010913347001

PKLP, LLC DBA Axiom Wealth Management

Name: PKLP, LLC DBA Axiom Wealth Management — Axiom Wealth, Form 5500 (2022)
Creator: PKLP, LLC DBA Axiom Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Axiom Wealth Management 401(k) Plan

401(k) retirement plan · PKLP, LLC DBA Axiom Wealth Management's Axiom Wealth Management 401(k) Plan held $1.0M in plan assets for 24 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

PKLP, LLC DBA Axiom Wealth Management's EIN is 62-1799709.

EIN 62-1799709

Plan number 001

Plan year 2022

ACK ID 20231002171656NAL0010913347001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for PKLP, LLC DBA Axiom Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

PKLP, LLC DBA Axiom Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PKLP, LLC DBA AXIOM WEALTH MANAGEMENT.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score