Original filing (PDF)20251011225811NAL0005311683001

PAXIS INSTITUTE INC.

Name: PAXIS INSTITUTE INC. — PAXIS INSTITUTE DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: PAXIS INSTITUTE INC.

Form 5500-SF

FILING_RECEIVED

PAXIS INSTITUTE DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAXIS INSTITUTE INC..

Plan sponsor

Name

PAXIS INSTITUTE INC.

EIN

86-0921395

Address

P. O. BOX 31205 · TUCSON, AZ · 85751

Phone

(520) 907-0067

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

HYDY, INC.

HYDY 401(K) PLAN

$4.1M · 24 participants

BERKLEY MEDICAL RESOURCES, INC.

BERKLEY MEDICAL RESOURCES, INC. 401K PLAN

$4.1M · 15 participants

INVITE HEALTH, INC.

INVITE HEALTH, INC. DEFINED BENEFIT PLAN

$4.0M · 15 participants

APEX MEDICAL, LLC

APEX MEDICAL, LLC 401(K) P/S PLAN

$4.0M · 21 participants

ALICK'S HOME MEDICAL EQUIPMENT, INC.

ALICK'S 401(K) PLAN

$3.9M · 128 participants