How big is Axiom Financial Services Group's plan?

Axiom Financial Services Group's plan reported $22K in assets and 6 participants for 2023.

Original filing (PDF)20250428155429NAL0019939840001

Axiom Financial Services Group

Name: Axiom Financial Services Group — Axiom Financial, Form 5500 (2023)
Creator: Axiom Financial Services Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Axiom Financial Services Group CBIN Benefit Plan

Health & welfare plan · Axiom Financial Services Group's Axiom Financial Services Group CBIN Benefit Plan held $22K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$22K

Net assets (EOY)

$7K

People on this filing

Brett Hulse signed Axiom Financial Services Group's 2023 Form 5500 as plan administrator.

Brett Hulse — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Axiom Financial Services Group's EIN is 84-3745091.

EIN 84-3745091

Plan number 501

Plan year 2023

ACK ID 20250428155429NAL0019939840001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Axiom Financial Services Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Axiom Financial Services Group's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AXIOM FINANCIAL SERVICES GROUP.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score