OpenERISA

Axcess Financial Services, INC.

Cincinnati, OH, 45236

EIN 31-1485652
Plans
2
Total participants
14,406
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522298
Plan sponsors in OhioFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001The Axcess Financial 401K Plan1,109
2024Form 5500501Axcess Financial Services INC Welfare Benefit Plan548
2023Form 5500001The Axcess Financial 401K Plan781
2023Form 5500501Axcess Financial Services INC Welfare Benefit Plan548
2022Form 5500001The Axcess Financial 401K Plan772
2022Form 5500501Axcess Financial Services INC Welfare Benefit Plan548
2021Form 5500001The Axcess Financial 401K Plan1,038
2021Form 5500501Axcess Financial Services INC Welfare Benefit Plan1,888
2021Form 5500501Axcess Financial Services INC Welfare Benefit Plan1,374
2021Form 5500501Axcess Financial Services INC Welfare Benefit Plan1,273
2021Form 5500501Axcess Financial Services INC Welfare Benefit Plan1,311
2021Form 5500501Axcess Financial Services INC Welfare Benefit Plan995
2020Form 5500001The Axcess Financial 401K Plan1,226
2020Form 5500501Axcess Financial Services INC Welfare Benefit Plan995

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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