Civic Intelligence

THE 409 GROUP, INC.

Plan context: The Axcess Financial 401K Plan

EIN 31-1485652 • Cincinnati, OH • 44 filings • 5 plans

7755 Montgomery RoadSuite 400Cincinnati, OH 45236
Current Snapshot

Latest Year

2024

2024 Participants

1,109

2024 Assets

$51,817,669

2024 Contributions

$5,372,367

Historical Graphs

Total Assets Over Time

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

$51,817,669$25,908,835$0201020172024YearValue
$51,817,669Latest year 2024

Participants Over Time

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

2,4251,2130200220132024YearValue
1,109Latest 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
202421,109$51,817,669$5,372,367$4,844iApproximate average salary by contribution assumption: employee only about $121,108 at 4% or $80,739 at 6%; with 50% employer match about $80,739 at 4% or $53,826 at 6%; with 100% employer match about $60,554 at 4% or $40,369 at 6%.
The Axcess Financial 401K Plan-1,109$51,817,669$5,372,367$4,844iApproximate average salary by contribution assumption: employee only about $121,108 at 4% or $80,739 at 6%; with 50% employer match about $80,739 at 4% or $53,826 at 6%; with 100% employer match about $60,554 at 4% or $40,369 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-548---
20232781$46,014,699$5,048,594$6,464iApproximate average salary by contribution assumption: employee only about $161,607 at 4% or $107,738 at 6%; with 50% employer match about $107,738 at 4% or $71,825 at 6%; with 100% employer match about $80,803 at 4% or $53,869 at 6%.
The Axcess Financial 401K Plan-781$46,014,699$5,048,594$6,464iApproximate average salary by contribution assumption: employee only about $161,607 at 4% or $107,738 at 6%; with 50% employer match about $107,738 at 4% or $71,825 at 6%; with 100% employer match about $80,803 at 4% or $53,869 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-548---
20222772$38,002,487$5,282,393$6,842iApproximate average salary by contribution assumption: employee only about $171,062 at 4% or $114,041 at 6%; with 50% employer match about $114,041 at 4% or $76,028 at 6%; with 100% employer match about $85,531 at 4% or $57,021 at 6%.
The Axcess Financial 401K Plan-772$38,002,487$5,282,393$6,842iApproximate average salary by contribution assumption: employee only about $171,062 at 4% or $114,041 at 6%; with 50% employer match about $114,041 at 4% or $76,028 at 6%; with 100% employer match about $85,531 at 4% or $57,021 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-548---
202121,038$48,263,892$5,886,192$5,671iApproximate average salary by contribution assumption: employee only about $141,768 at 4% or $94,512 at 6%; with 50% employer match about $94,512 at 4% or $63,008 at 6%; with 100% employer match about $70,884 at 4% or $47,256 at 6%.
The Axcess Financial 401K Plan-1,038$48,263,892$5,886,192$5,671iApproximate average salary by contribution assumption: employee only about $141,768 at 4% or $94,512 at 6%; with 50% employer match about $94,512 at 4% or $63,008 at 6%; with 100% employer match about $70,884 at 4% or $47,256 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-995---
202021,226$44,204,460$6,049,165$4,934iApproximate average salary by contribution assumption: employee only about $123,352 at 4% or $82,234 at 6%; with 50% employer match about $82,234 at 4% or $54,823 at 6%; with 100% employer match about $61,676 at 4% or $41,117 at 6%.
The Axcess Financial 401K Plan-1,226$44,204,460$6,049,165$4,934iApproximate average salary by contribution assumption: employee only about $123,352 at 4% or $82,234 at 6%; with 50% employer match about $82,234 at 4% or $54,823 at 6%; with 100% employer match about $61,676 at 4% or $41,117 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-995---
201921,881$40,293,041$7,356,044$3,911iApproximate average salary by contribution assumption: employee only about $97,768 at 4% or $65,178 at 6%; with 50% employer match about $65,178 at 4% or $43,452 at 6%; with 100% employer match about $48,884 at 4% or $32,589 at 6%.
The Axcess Financial 401K Plan-1,881$40,293,041$7,356,044$3,911iApproximate average salary by contribution assumption: employee only about $97,768 at 4% or $65,178 at 6%; with 50% employer match about $65,178 at 4% or $43,452 at 6%; with 100% employer match about $48,884 at 4% or $32,589 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-1,247---
201822,027$32,977,455$6,676,012$3,294iApproximate average salary by contribution assumption: employee only about $82,339 at 4% or $54,892 at 6%; with 50% employer match about $54,892 at 4% or $36,595 at 6%; with 100% employer match about $41,169 at 4% or $27,446 at 6%.
The Axcess Financial 401K Plan-2,027$32,977,455$6,676,012$3,294iApproximate average salary by contribution assumption: employee only about $82,339 at 4% or $54,892 at 6%; with 50% employer match about $54,892 at 4% or $36,595 at 6%; with 100% employer match about $41,169 at 4% or $27,446 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-1,311---
201722,067$32,599,089$6,013,024$2,909iApproximate average salary by contribution assumption: employee only about $72,726 at 4% or $48,484 at 6%; with 50% employer match about $48,484 at 4% or $32,323 at 6%; with 100% employer match about $36,363 at 4% or $24,242 at 6%.
The Axcess Financial 401K Plan-2,067$32,599,089$6,013,024$2,909iApproximate average salary by contribution assumption: employee only about $72,726 at 4% or $48,484 at 6%; with 50% employer match about $48,484 at 4% or $32,323 at 6%; with 100% employer match about $36,363 at 4% or $24,242 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-1,273---
201622,175$26,338,156$5,544,939$2,549iApproximate average salary by contribution assumption: employee only about $63,735 at 4% or $42,490 at 6%; with 50% employer match about $42,490 at 4% or $28,327 at 6%; with 100% employer match about $31,867 at 4% or $21,245 at 6%.
The Axcess Financial 401K Plan-2,175$26,338,156$5,544,939$2,549iApproximate average salary by contribution assumption: employee only about $63,735 at 4% or $42,490 at 6%; with 50% employer match about $42,490 at 4% or $28,327 at 6%; with 100% employer match about $31,867 at 4% or $21,245 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-1,374---
201532,253$22,438,917$4,854,064$2,154iApproximate average salary by contribution assumption: employee only about $53,862 at 4% or $35,908 at 6%; with 50% employer match about $35,908 at 4% or $23,939 at 6%; with 100% employer match about $26,931 at 4% or $17,954 at 6%.
The Axcess Financial 401K Plan-2,253$22,438,917$4,854,064$2,154iApproximate average salary by contribution assumption: employee only about $53,862 at 4% or $35,908 at 6%; with 50% employer match about $35,908 at 4% or $23,939 at 6%; with 100% employer match about $26,931 at 4% or $17,954 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-1,888---
Flexible Spending Benefits Plan-0---
201432,360$21,854,417$4,750,045$2,013iApproximate average salary by contribution assumption: employee only about $50,318 at 4% or $33,546 at 6%; with 50% employer match about $33,546 at 4% or $22,364 at 6%; with 100% employer match about $25,159 at 4% or $16,773 at 6%.
The Axcess Financial 401K Plan-2,272$21,854,417$4,750,045$2,091iApproximate average salary by contribution assumption: employee only about $52,267 at 4% or $34,845 at 6%; with 50% employer match about $34,845 at 4% or $23,230 at 6%; with 100% employer match about $26,134 at 4% or $17,422 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-2,360---
Flexible Spending Benefits Plan-100---
201322,416$19,094,512$4,000,552$1,656iApproximate average salary by contribution assumption: employee only about $41,396 at 4% or $27,598 at 6%; with 50% employer match about $27,598 at 4% or $18,398 at 6%; with 100% employer match about $20,698 at 4% or $13,799 at 6%.
The Axcess Financial 401K Plan-2,183$19,094,512$4,000,552$1,833iApproximate average salary by contribution assumption: employee only about $45,815 at 4% or $30,543 at 6%; with 50% employer match about $30,543 at 4% or $20,362 at 6%; with 100% employer match about $22,907 at 4% or $15,272 at 6%.
Axcess Financial Services Inc Welfare Benefit Plan-2,416---
201232,086$14,836,686$3,285,125$1,575iApproximate average salary by contribution assumption: employee only about $39,371 at 4% or $26,247 at 6%; with 50% employer match about $26,247 at 4% or $17,498 at 6%; with 100% employer match about $19,686 at 4% or $13,124 at 6%.
The Axcess Financial 401K Plan-1,705$14,836,686$3,285,125$1,927iApproximate average salary by contribution assumption: employee only about $48,169 at 4% or $32,113 at 6%; with 50% employer match about $32,113 at 4% or $21,408 at 6%; with 100% employer match about $24,084 at 4% or $16,056 at 6%.
Flexible Spending Benefits Plan-88---
Axcess Financial Services Inc Welfare Benefit Plan-2,086---
201132,425$12,118,177$2,930,813$1,209iApproximate average salary by contribution assumption: employee only about $30,215 at 4% or $20,143 at 6%; with 50% employer match about $20,143 at 4% or $13,429 at 6%; with 100% employer match about $15,107 at 4% or $10,072 at 6%.
The Axcess Financial 401K Plan-2,425$12,118,177$2,930,813$1,209iApproximate average salary by contribution assumption: employee only about $30,215 at 4% or $20,143 at 6%; with 50% employer match about $20,143 at 4% or $13,429 at 6%; with 100% employer match about $15,107 at 4% or $10,072 at 6%.
Flexible Spending Benefits Plan-107---
Axcess Financial Services Inc Welfare Benefit Plan-2,018---
201031,997$11,373,765$2,830,544$1,417iApproximate average salary by contribution assumption: employee only about $35,435 at 4% or $23,623 at 6%; with 50% employer match about $23,623 at 4% or $15,749 at 6%; with 100% employer match about $17,717 at 4% or $11,812 at 6%.
The Axcess Financial 401K Plan-1,767$11,373,765$2,830,544$1,602iApproximate average salary by contribution assumption: employee only about $40,047 at 4% or $26,698 at 6%; with 50% employer match about $26,698 at 4% or $17,799 at 6%; with 100% employer match about $20,024 at 4% or $13,349 at 6%.
Flexible Spending Benefits Plan-116---
Axcess Financial Services Inc Welfare Benefit Plan-1,997---
200921,922$0$0-
Axcess Financial Services Inc Welfare Benefit Plan-1,922---
Flexible Spending Benefits Plan-219---
200812,116$0$0-
Axcess Financial Services Inc Welfare Benefit Plan-2,116---
200712,140$0$0-
Axcess Financial Services Inc Welfare Benefit Plan-2,140---
200611,407$0$0-
Axcess Financial Services Inc Welfare Benefit Plan-1,407---
200511,407$0$0-
Axcess Financial Services Inc Welfare Benefit Plan-1,407---
200411,158$0$0-
Axcess Financial Services Inc Welfare Benefit Plan-1,158---
200311,702$0$0-
Axcess Financial Services Inc Welfare Benefit Plan-1,702---
200211,488$0$0-
Axcess Financial Services Inc Welfare Benefit Plan-1,488---