Civic Intelligence

Axial Financial

Plan context: Axial Financial Group 401(K) Profit Sharing Plan

EIN 05-0630790 • Burlington, MA • 30 filings • 4 plans

1 Van DE Graaff Drive - Suite 500Burlington, MA 01803
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$15,066,302

2024 Contributions

$933,322

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$15,066,302$7,533,151$0200620152024YearValue
$15,066,302Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

31160200620152024YearValue
20Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024220$15,066,302$933,322$46,666iApproximate average salary by contribution assumption: employee only about $1,166,653 at 4% or $777,768 at 6%; with 50% employer match about $777,768 at 4% or $518,512 at 6%; with 100% employer match about $583,326 at 4% or $388,884 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-20$9,940,611$470,280$23,514iApproximate average salary by contribution assumption: employee only about $587,850 at 4% or $391,900 at 6%; with 50% employer match about $391,900 at 4% or $261,267 at 6%; with 100% employer match about $293,925 at 4% or $195,950 at 6%.
Axial Financial Defined Benefit Plan-17$5,125,691$463,042$27,238iApproximate average salary by contribution assumption: employee only about $680,944 at 4% or $453,963 at 6%; with 50% employer match about $453,963 at 4% or $302,642 at 6%; with 100% employer match about $340,472 at 4% or $226,981 at 6%.
2023216$12,551,595$1,322,063$82,629iApproximate average salary by contribution assumption: employee only about $2,065,723 at 4% or $1,377,149 at 6%; with 50% employer match about $1,377,149 at 4% or $918,099 at 6%; with 100% employer match about $1,032,862 at 4% or $688,574 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-16$8,436,498$428,277$26,767iApproximate average salary by contribution assumption: employee only about $669,183 at 4% or $446,122 at 6%; with 50% employer match about $446,122 at 4% or $297,415 at 6%; with 100% employer match about $334,591 at 4% or $223,061 at 6%.
Axial Financial Defined Benefit Plan-16$4,115,097$893,786$55,862iApproximate average salary by contribution assumption: employee only about $1,396,541 at 4% or $931,027 at 6%; with 50% employer match about $931,027 at 4% or $620,685 at 6%; with 100% employer match about $698,270 at 4% or $465,514 at 6%.
2022218$11,059,681$922,662$51,259iApproximate average salary by contribution assumption: employee only about $1,281,475 at 4% or $854,317 at 6%; with 50% employer match about $854,317 at 4% or $569,544 at 6%; with 100% employer match about $640,738 at 4% or $427,158 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-18$8,113,246$440,264$24,459iApproximate average salary by contribution assumption: employee only about $611,478 at 4% or $407,652 at 6%; with 50% employer match about $407,652 at 4% or $271,768 at 6%; with 100% employer match about $305,739 at 4% or $203,826 at 6%.
Axial Financial Defined Benefit Plan-17$2,946,435$482,398$28,376iApproximate average salary by contribution assumption: employee only about $709,409 at 4% or $472,939 at 6%; with 50% employer match about $472,939 at 4% or $315,293 at 6%; with 100% employer match about $354,704 at 4% or $236,470 at 6%.
2021218$13,041,190$795,634$44,202iApproximate average salary by contribution assumption: employee only about $1,105,047 at 4% or $736,698 at 6%; with 50% employer match about $736,698 at 4% or $491,132 at 6%; with 100% employer match about $552,524 at 4% or $368,349 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-18$10,284,238$445,634$24,757iApproximate average salary by contribution assumption: employee only about $618,936 at 4% or $412,624 at 6%; with 50% employer match about $412,624 at 4% or $275,083 at 6%; with 100% employer match about $309,468 at 4% or $206,312 at 6%.
Axial Financial Defined Benefit Plan-15$2,756,952$350,000$23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%.
2020216$11,873,050$647,063$40,441iApproximate average salary by contribution assumption: employee only about $1,011,036 at 4% or $674,024 at 6%; with 50% employer match about $674,024 at 4% or $449,349 at 6%; with 100% employer match about $505,518 at 4% or $337,012 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-15$9,813,142$297,063$19,804iApproximate average salary by contribution assumption: employee only about $495,105 at 4% or $330,070 at 6%; with 50% employer match about $330,070 at 4% or $220,047 at 6%; with 100% employer match about $247,553 at 4% or $165,035 at 6%.
Axial Financial Defined Benefit Plan-16$2,059,908$350,000$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
2019228$6,743,638$647,800$23,136iApproximate average salary by contribution assumption: employee only about $578,393 at 4% or $385,595 at 6%; with 50% employer match about $385,595 at 4% or $257,063 at 6%; with 100% employer match about $289,196 at 4% or $192,798 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-17$5,023,987$297,800$17,518iApproximate average salary by contribution assumption: employee only about $437,941 at 4% or $291,961 at 6%; with 50% employer match about $291,961 at 4% or $194,641 at 6%; with 100% employer match about $218,971 at 4% or $145,980 at 6%.
Axial Financial Defined Benefit Plan-28$1,719,651$350,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2018228$4,722,582$548,571$19,592iApproximate average salary by contribution assumption: employee only about $489,796 at 4% or $326,530 at 6%; with 50% employer match about $326,530 at 4% or $217,687 at 6%; with 100% employer match about $244,898 at 4% or $163,265 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-19$3,456,580$298,571$15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,904 at 6%; with 50% employer match about $261,904 at 4% or $174,603 at 6%; with 100% employer match about $196,428 at 4% or $130,952 at 6%.
Axial Financial Defined Benefit Plan-28$1,266,002$250,000$8,929iApproximate average salary by contribution assumption: employee only about $223,214 at 4% or $148,810 at 6%; with 50% employer match about $148,810 at 4% or $99,206 at 6%; with 100% employer match about $111,607 at 4% or $74,405 at 6%.
2017231$4,537,279$604,728$19,507iApproximate average salary by contribution assumption: employee only about $487,684 at 4% or $325,123 at 6%; with 50% employer match about $325,123 at 4% or $216,748 at 6%; with 100% employer match about $243,842 at 4% or $162,561 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-22$3,510,148$374,728$17,033iApproximate average salary by contribution assumption: employee only about $425,827 at 4% or $283,885 at 6%; with 50% employer match about $283,885 at 4% or $189,257 at 6%; with 100% employer match about $212,914 at 4% or $141,942 at 6%.
Axial Financial Defined Benefit Plan-31$1,027,131$230,000$7,419iApproximate average salary by contribution assumption: employee only about $185,484 at 4% or $123,656 at 6%; with 50% employer match about $123,656 at 4% or $82,437 at 6%; with 100% employer match about $92,742 at 4% or $61,828 at 6%.
2016229$3,295,767$466,591$16,089iApproximate average salary by contribution assumption: employee only about $402,234 at 4% or $268,156 at 6%; with 50% employer match about $268,156 at 4% or $178,770 at 6%; with 100% employer match about $201,117 at 4% or $134,078 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-24$2,511,214$236,591$9,858iApproximate average salary by contribution assumption: employee only about $246,449 at 4% or $164,299 at 6%; with 50% employer match about $164,299 at 4% or $109,533 at 6%; with 100% employer match about $123,224 at 4% or $82,150 at 6%.
Axial Financial Defined Benefit Plan-29$784,553$230,000$7,931iApproximate average salary by contribution assumption: employee only about $198,276 at 4% or $132,184 at 6%; with 50% employer match about $132,184 at 4% or $88,123 at 6%; with 100% employer match about $99,138 at 4% or $66,092 at 6%.
2015219$2,642,909$470,189$24,747iApproximate average salary by contribution assumption: employee only about $618,670 at 4% or $412,446 at 6%; with 50% employer match about $412,446 at 4% or $274,964 at 6%; with 100% employer match about $309,335 at 4% or $206,223 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-19$2,187,504$240,189$12,642iApproximate average salary by contribution assumption: employee only about $316,038 at 4% or $210,692 at 6%; with 50% employer match about $210,692 at 4% or $140,461 at 6%; with 100% employer match about $158,019 at 4% or $105,346 at 6%.
Axial Financial Defined Benefit Plan-19$455,405$230,000$12,105iApproximate average salary by contribution assumption: employee only about $302,632 at 4% or $201,754 at 6%; with 50% employer match about $201,754 at 4% or $134,503 at 6%; with 100% employer match about $151,316 at 4% or $100,877 at 6%.
2014217$2,334,735$585,213$34,424iApproximate average salary by contribution assumption: employee only about $860,607 at 4% or $573,738 at 6%; with 50% employer match about $573,738 at 4% or $382,492 at 6%; with 100% employer match about $430,304 at 4% or $286,869 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-17$2,104,735$355,213$20,895iApproximate average salary by contribution assumption: employee only about $522,372 at 4% or $348,248 at 6%; with 50% employer match about $348,248 at 4% or $232,165 at 6%; with 100% employer match about $261,186 at 4% or $174,124 at 6%.
Axial Financial Defined Benefit Plan-17$230,000$230,000$13,529iApproximate average salary by contribution assumption: employee only about $338,235 at 4% or $225,490 at 6%; with 50% employer match about $225,490 at 4% or $150,327 at 6%; with 100% employer match about $169,118 at 4% or $112,745 at 6%.
2013116$1,693,071$225,744$14,109iApproximate average salary by contribution assumption: employee only about $352,725 at 4% or $235,150 at 6%; with 50% employer match about $235,150 at 4% or $156,767 at 6%; with 100% employer match about $176,363 at 4% or $117,575 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-16$1,693,071$225,744$14,109iApproximate average salary by contribution assumption: employee only about $352,725 at 4% or $235,150 at 6%; with 50% employer match about $235,150 at 4% or $156,767 at 6%; with 100% employer match about $176,363 at 4% or $117,575 at 6%.
2012112$1,243,829$349,911$29,159iApproximate average salary by contribution assumption: employee only about $728,981 at 4% or $485,988 at 6%; with 50% employer match about $485,988 at 4% or $323,992 at 6%; with 100% employer match about $364,491 at 4% or $242,994 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-12$1,243,829$349,911$29,159iApproximate average salary by contribution assumption: employee only about $728,981 at 4% or $485,988 at 6%; with 50% employer match about $485,988 at 4% or $323,992 at 6%; with 100% employer match about $364,491 at 4% or $242,994 at 6%.
2011112$1,021,603$118,506$9,876iApproximate average salary by contribution assumption: employee only about $246,888 at 4% or $164,592 at 6%; with 50% employer match about $164,592 at 4% or $109,728 at 6%; with 100% employer match about $123,444 at 4% or $82,296 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-12$1,021,603$118,506$9,876iApproximate average salary by contribution assumption: employee only about $246,888 at 4% or $164,592 at 6%; with 50% employer match about $164,592 at 4% or $109,728 at 6%; with 100% employer match about $123,444 at 4% or $82,296 at 6%.
2010112$966,465$452,694$37,725iApproximate average salary by contribution assumption: employee only about $943,113 at 4% or $628,742 at 6%; with 50% employer match about $628,742 at 4% or $419,161 at 6%; with 100% employer match about $471,556 at 4% or $314,371 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-12$966,465$452,694$37,725iApproximate average salary by contribution assumption: employee only about $943,113 at 4% or $628,742 at 6%; with 50% employer match about $628,742 at 4% or $419,161 at 6%; with 100% employer match about $471,556 at 4% or $314,371 at 6%.
2009110$411,411$102,093$10,209iApproximate average salary by contribution assumption: employee only about $255,232 at 4% or $170,155 at 6%; with 50% employer match about $170,155 at 4% or $113,437 at 6%; with 100% employer match about $127,616 at 4% or $85,078 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-10$411,411$102,093$10,209iApproximate average salary by contribution assumption: employee only about $255,232 at 4% or $170,155 at 6%; with 50% employer match about $170,155 at 4% or $113,437 at 6%; with 100% employer match about $127,616 at 4% or $85,078 at 6%.
2008110$254,865$92,026$9,203iApproximate average salary by contribution assumption: employee only about $230,065 at 4% or $153,377 at 6%; with 50% employer match about $153,377 at 4% or $102,251 at 6%; with 100% employer match about $115,033 at 4% or $76,688 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-10$254,865$92,026$9,203iApproximate average salary by contribution assumption: employee only about $230,065 at 4% or $153,377 at 6%; with 50% employer match about $153,377 at 4% or $102,251 at 6%; with 100% employer match about $115,033 at 4% or $76,688 at 6%.
200719$228,383$159,310$17,701iApproximate average salary by contribution assumption: employee only about $442,528 at 4% or $295,019 at 6%; with 50% employer match about $295,019 at 4% or $196,679 at 6%; with 100% employer match about $221,264 at 4% or $147,509 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-9$228,383$159,310$17,701iApproximate average salary by contribution assumption: employee only about $442,528 at 4% or $295,019 at 6%; with 50% employer match about $295,019 at 4% or $196,679 at 6%; with 100% employer match about $221,264 at 4% or $147,509 at 6%.
200618$60,831$59,726$7,466iApproximate average salary by contribution assumption: employee only about $186,644 at 4% or $124,429 at 6%; with 50% employer match about $124,429 at 4% or $82,953 at 6%; with 100% employer match about $93,322 at 4% or $62,215 at 6%.
Axial Financial Group 401(K) Profit Sharing Plan-8$60,831$59,726$7,466iApproximate average salary by contribution assumption: employee only about $186,644 at 4% or $124,429 at 6%; with 50% employer match about $124,429 at 4% or $82,953 at 6%; with 100% employer match about $93,322 at 4% or $62,215 at 6%.