Axiz Group LLC
Plan context: Axiz Group LLC Cash Balance Pension Plan & Trust
EIN 36-4126777 • Lincolnwood, IL • 34 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$11,076,398
2024 Contributions
$82,412
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 15 | $11,076,398 | $82,412 | $5,494iApproximate average salary by contribution assumption: employee only about $137,353 at 4% or $91,569 at 6%; with 50% employer match about $91,569 at 4% or $61,046 at 6%; with 100% employer match about $68,677 at 4% or $45,784 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 11 | $8,713,710 | $0 | - |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 15 | $2,362,688 | $82,412 | $5,494iApproximate average salary by contribution assumption: employee only about $137,353 at 4% or $91,569 at 6%; with 50% employer match about $91,569 at 4% or $61,046 at 6%; with 100% employer match about $68,677 at 4% or $45,784 at 6%. |
| 2023 | 2 | 14 | $9,079,722 | $81,425 | $5,816iApproximate average salary by contribution assumption: employee only about $145,402 at 4% or $96,935 at 6%; with 50% employer match about $96,935 at 4% or $64,623 at 6%; with 100% employer match about $72,701 at 4% or $48,467 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 11 | $7,170,822 | $0 | - |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 14 | $1,908,900 | $81,425 | $5,816iApproximate average salary by contribution assumption: employee only about $145,402 at 4% or $96,935 at 6%; with 50% employer match about $96,935 at 4% or $64,623 at 6%; with 100% employer match about $72,701 at 4% or $48,467 at 6%. |
| 2022 | 2 | 14 | $7,211,493 | $78,371 | $5,598iApproximate average salary by contribution assumption: employee only about $139,948 at 4% or $93,299 at 6%; with 50% employer match about $93,299 at 4% or $62,199 at 6%; with 100% employer match about $69,974 at 4% or $46,649 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 11 | $5,723,682 | $0 | - |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 14 | $1,487,811 | $78,371 | $5,598iApproximate average salary by contribution assumption: employee only about $139,948 at 4% or $93,299 at 6%; with 50% employer match about $93,299 at 4% or $62,199 at 6%; with 100% employer match about $69,974 at 4% or $46,649 at 6%. |
| 2021 | 2 | 14 | $8,658,675 | $61,523 | $4,395iApproximate average salary by contribution assumption: employee only about $109,863 at 4% or $73,242 at 6%; with 50% employer match about $73,242 at 4% or $48,828 at 6%; with 100% employer match about $54,931 at 4% or $36,621 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 10 | $6,942,258 | $0 | - |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 14 | $1,716,417 | $61,523 | $4,395iApproximate average salary by contribution assumption: employee only about $109,863 at 4% or $73,242 at 6%; with 50% employer match about $73,242 at 4% or $48,828 at 6%; with 100% employer match about $54,931 at 4% or $36,621 at 6%. |
| 2020 | 2 | 13 | $7,006,460 | $74,763 | $5,751iApproximate average salary by contribution assumption: employee only about $143,775 at 4% or $95,850 at 6%; with 50% employer match about $95,850 at 4% or $63,900 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 9 | $5,642,902 | $0 | - |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 13 | $1,363,558 | $74,763 | $5,751iApproximate average salary by contribution assumption: employee only about $143,775 at 4% or $95,850 at 6%; with 50% employer match about $95,850 at 4% or $63,900 at 6%; with 100% employer match about $71,888 at 4% or $47,925 at 6%. |
| 2019 | 2 | 13 | $5,856,734 | $76,287 | $5,868iApproximate average salary by contribution assumption: employee only about $146,706 at 4% or $97,804 at 6%; with 50% employer match about $97,804 at 4% or $65,203 at 6%; with 100% employer match about $73,353 at 4% or $48,902 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 9 | $4,773,060 | $0 | - |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 13 | $1,083,674 | $76,287 | $5,868iApproximate average salary by contribution assumption: employee only about $146,706 at 4% or $97,804 at 6%; with 50% employer match about $97,804 at 4% or $65,203 at 6%; with 100% employer match about $73,353 at 4% or $48,902 at 6%. |
| 2018 | 2 | 13 | $4,588,192 | $496,496 | $38,192iApproximate average salary by contribution assumption: employee only about $954,800 at 4% or $636,533 at 6%; with 50% employer match about $636,533 at 4% or $424,356 at 6%; with 100% employer match about $477,400 at 4% or $318,267 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 9 | $3,799,948 | $462,723 | $51,414iApproximate average salary by contribution assumption: employee only about $1,285,342 at 4% or $856,894 at 6%; with 50% employer match about $856,894 at 4% or $571,263 at 6%; with 100% employer match about $642,671 at 4% or $428,447 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 13 | $788,244 | $33,773 | $2,598iApproximate average salary by contribution assumption: employee only about $64,948 at 4% or $43,299 at 6%; with 50% employer match about $43,299 at 4% or $28,866 at 6%; with 100% employer match about $32,474 at 4% or $21,649 at 6%. |
| 2017 | 2 | 13 | $4,343,696 | $357,581 | $27,506iApproximate average salary by contribution assumption: employee only about $687,656 at 4% or $458,437 at 6%; with 50% employer match about $458,437 at 4% or $305,625 at 6%; with 100% employer match about $343,828 at 4% or $229,219 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 9 | $3,543,867 | $295,588 | $32,843iApproximate average salary by contribution assumption: employee only about $821,078 at 4% or $547,385 at 6%; with 50% employer match about $547,385 at 4% or $364,923 at 6%; with 100% employer match about $410,539 at 4% or $273,693 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 13 | $799,829 | $61,993 | $4,769iApproximate average salary by contribution assumption: employee only about $119,217 at 4% or $79,478 at 6%; with 50% employer match about $79,478 at 4% or $52,985 at 6%; with 100% employer match about $59,609 at 4% or $39,739 at 6%. |
| 2016 | 2 | 12 | $3,440,229 | $315,706 | $26,309iApproximate average salary by contribution assumption: employee only about $657,721 at 4% or $438,481 at 6%; with 50% employer match about $438,481 at 4% or $292,320 at 6%; with 100% employer match about $328,860 at 4% or $219,240 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 8 | $2,813,266 | $245,435 | $30,679iApproximate average salary by contribution assumption: employee only about $766,984 at 4% or $511,323 at 6%; with 50% employer match about $511,323 at 4% or $340,882 at 6%; with 100% employer match about $383,492 at 4% or $255,661 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 12 | $626,963 | $70,271 | $5,856iApproximate average salary by contribution assumption: employee only about $146,398 at 4% or $97,599 at 6%; with 50% employer match about $97,599 at 4% or $65,066 at 6%; with 100% employer match about $73,199 at 4% or $48,799 at 6%. |
| 2015 | 2 | 14 | $2,864,454 | $456,756 | $32,625iApproximate average salary by contribution assumption: employee only about $815,636 at 4% or $543,757 at 6%; with 50% employer match about $543,757 at 4% or $362,505 at 6%; with 100% employer match about $407,818 at 4% or $271,879 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 9 | $2,357,624 | $388,822 | $43,202iApproximate average salary by contribution assumption: employee only about $1,080,061 at 4% or $720,041 at 6%; with 50% employer match about $720,041 at 4% or $480,027 at 6%; with 100% employer match about $540,031 at 4% or $360,020 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 14 | $506,830 | $67,934 | $4,852iApproximate average salary by contribution assumption: employee only about $121,311 at 4% or $80,874 at 6%; with 50% employer match about $80,874 at 4% or $53,916 at 6%; with 100% employer match about $60,655 at 4% or $40,437 at 6%. |
| 2014 | 2 | 13 | $2,378,574 | $299,495 | $23,038iApproximate average salary by contribution assumption: employee only about $575,952 at 4% or $383,968 at 6%; with 50% employer match about $383,968 at 4% or $255,979 at 6%; with 100% employer match about $287,976 at 4% or $191,984 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 9 | $1,941,603 | $233,077 | $25,897iApproximate average salary by contribution assumption: employee only about $647,436 at 4% or $431,624 at 6%; with 50% employer match about $431,624 at 4% or $287,749 at 6%; with 100% employer match about $323,718 at 4% or $215,812 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 13 | $436,971 | $66,418 | $5,109iApproximate average salary by contribution assumption: employee only about $127,727 at 4% or $85,151 at 6%; with 50% employer match about $85,151 at 4% or $56,768 at 6%; with 100% employer match about $63,863 at 4% or $42,576 at 6%. |
| 2013 | 2 | 11 | $1,876,496 | $186,568 | $16,961iApproximate average salary by contribution assumption: employee only about $424,018 at 4% or $282,679 at 6%; with 50% employer match about $282,679 at 4% or $188,453 at 6%; with 100% employer match about $212,009 at 4% or $141,339 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 7 | $1,542,087 | $120,371 | $17,196iApproximate average salary by contribution assumption: employee only about $429,896 at 4% or $286,598 at 6%; with 50% employer match about $286,598 at 4% or $191,065 at 6%; with 100% employer match about $214,948 at 4% or $143,299 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 11 | $334,409 | $66,197 | $6,018iApproximate average salary by contribution assumption: employee only about $150,448 at 4% or $100,298 at 6%; with 50% employer match about $100,298 at 4% or $66,866 at 6%; with 100% employer match about $75,224 at 4% or $50,149 at 6%. |
| 2012 | 2 | 9 | $1,368,761 | $301,442 | $33,494iApproximate average salary by contribution assumption: employee only about $837,339 at 4% or $558,226 at 6%; with 50% employer match about $558,226 at 4% or $372,151 at 6%; with 100% employer match about $418,669 at 4% or $279,113 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 7 | $1,143,595 | $246,267 | $35,181iApproximate average salary by contribution assumption: employee only about $879,525 at 4% or $586,350 at 6%; with 50% employer match about $586,350 at 4% or $390,900 at 6%; with 100% employer match about $439,763 at 4% or $293,175 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 9 | $225,166 | $55,175 | $6,131iApproximate average salary by contribution assumption: employee only about $153,264 at 4% or $102,176 at 6%; with 50% employer match about $102,176 at 4% or $68,117 at 6%; with 100% employer match about $76,632 at 4% or $51,088 at 6%. |
| 2011 | 2 | 8 | $954,930 | $317,373 | $39,672iApproximate average salary by contribution assumption: employee only about $991,791 at 4% or $661,194 at 6%; with 50% employer match about $661,194 at 4% or $440,796 at 6%; with 100% employer match about $495,895 at 4% or $330,597 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 8 | $802,174 | $260,731 | $32,591iApproximate average salary by contribution assumption: employee only about $814,784 at 4% or $543,190 at 6%; with 50% employer match about $543,190 at 4% or $362,126 at 6%; with 100% employer match about $407,392 at 4% or $271,595 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $152,756 | $56,642 | $7,080iApproximate average salary by contribution assumption: employee only about $177,006 at 4% or $118,004 at 6%; with 50% employer match about $118,004 at 4% or $78,669 at 6%; with 100% employer match about $88,503 at 4% or $59,002 at 6%. |
| 2010 | 2 | 8 | $634,142 | $219,846 | $27,481iApproximate average salary by contribution assumption: employee only about $687,019 at 4% or $458,013 at 6%; with 50% employer match about $458,013 at 4% or $305,342 at 6%; with 100% employer match about $343,509 at 4% or $229,006 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 6 | $537,939 | $194,490 | $32,415iApproximate average salary by contribution assumption: employee only about $810,375 at 4% or $540,250 at 6%; with 50% employer match about $540,250 at 4% or $360,167 at 6%; with 100% employer match about $405,188 at 4% or $270,125 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $96,203 | $25,356 | $3,170iApproximate average salary by contribution assumption: employee only about $79,238 at 4% or $52,825 at 6%; with 50% employer match about $52,825 at 4% or $35,217 at 6%; with 100% employer match about $39,619 at 4% or $26,413 at 6%. |
| 2009 | 2 | 9 | $375,444 | $210,447 | $23,383iApproximate average salary by contribution assumption: employee only about $584,575 at 4% or $389,717 at 6%; with 50% employer match about $389,717 at 4% or $259,811 at 6%; with 100% employer match about $292,288 at 4% or $194,858 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 9 | $310,399 | $169,219 | $18,802iApproximate average salary by contribution assumption: employee only about $470,053 at 4% or $313,369 at 6%; with 50% employer match about $313,369 at 4% or $208,912 at 6%; with 100% employer match about $235,026 at 4% or $156,684 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | $65,045 | $41,228 | $5,154iApproximate average salary by contribution assumption: employee only about $128,838 at 4% or $85,892 at 6%; with 50% employer match about $85,892 at 4% or $57,261 at 6%; with 100% employer match about $64,419 at 4% or $42,946 at 6%. |
| 2008 | 2 | 8 | $149,818 | $149,818 | $18,727iApproximate average salary by contribution assumption: employee only about $468,181 at 4% or $312,121 at 6%; with 50% employer match about $312,121 at 4% or $208,081 at 6%; with 100% employer match about $234,091 at 4% or $156,060 at 6%. |
| Axiz Group LLC Cash Balance Pension Plan & Trust | - | 8 | $149,818 | $149,818 | $18,727iApproximate average salary by contribution assumption: employee only about $468,181 at 4% or $312,121 at 6%; with 50% employer match about $312,121 at 4% or $208,081 at 6%; with 100% employer match about $234,091 at 4% or $156,060 at 6%. |
| Axiz Group LLC 401(K) Profit Sharing Plan & Trust | - | 8 | - | - | - |