Axcess Financial Services, Inc.

Ohio
Registered In
11/27/1996
Incorp. Date

Company Summary

Axcess Financial Services, Inc. in Ohio lists Robert M Beck Jr as the associate.

Registered In
Ohio
Incorporation Date
Registration Type
Domestic
Company Type
Corporation for Profit
Status
A
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Corporation Service Company Registered Agent
3366 RIVERSIDE DR STE 103, UPPER ARLINGTON, OH 43221 (View Past Addresses)
Robert M Beck Jr

Financial Information for Axcess Financial Services, Inc.

Form 5500

AXCESS FINANCIAL SERVICES, INC.

7755 Montgomery, Suite 500, Cincinnati, Oh 45236 (513) 229-6642 EIN:31-1485652 Plan Admin:Tiffany Fellers
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY563 / 0 Assets BOY/EOY$0 / $0 2023 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 563 / 0 $0 / $0
2022 Plan NameTHE AXCESS FINANCIAL 401K PLAN Plan #001 Participants BOY/EOY2,487 / 2,394 Assets BOY/EOY$48,263,892 / $38,002,487 2022 THE AXCESS FINANCIAL 401K PLAN - Plan #001 2,487 / 2,394 $48,263,892 / $38,002,487
2022 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY821 / 0 Assets BOY/EOY$0 / $0 2022 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 821 / 0 $0 / $0
2021 Plan NameTHE AXCESS FINANCIAL 401K PLAN Plan #001 Participants BOY/EOY1,227 / 2,491 Assets BOY/EOY$44,204,460 / $48,263,892 2021 THE AXCESS FINANCIAL 401K PLAN - Plan #001 1,227 / 2,491 $44,204,460 / $48,263,892
2021 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY995 / 0 Assets BOY/EOY$0 / $0 2021 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 995 / 0 $0 / $0
2020 Plan NameTHE AXCESS FINANCIAL 401K PLAN Plan #001 Participants BOY/EOY2,759 / 1,227 Assets BOY/EOY$40,293,041 / $44,204,460 2020 THE AXCESS FINANCIAL 401K PLAN - Plan #001 2,759 / 1,227 $40,293,041 / $44,204,460
2020 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY1,273 / 0 Assets BOY/EOY$0 / $0 2020 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 1,273 / 0 $0 / $0
2019 Plan NameTHE AXCESS FINANCIAL 401K PLAN Plan #001 Participants BOY/EOY4,515 / 2,759 Assets BOY/EOY$32,977,455 / $40,293,041 2019 THE AXCESS FINANCIAL 401K PLAN - Plan #001 4,515 / 2,759 $32,977,455 / $40,293,041
2019 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY1,443 / 0 Assets BOY/EOY$0 / $0 2019 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 1,443 / 0 $0 / $0
2018 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY1,434 / 0 Assets BOY/EOY$0 / $0 2018 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 1,434 / 0 $0 / $0
2017 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY1,480 / 0 Assets BOY/EOY$0 / $0 2017 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 1,480 / 0 $0 / $0
2016 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY1,888 / 0 Assets BOY/EOY$0 / $0 2016 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 1,888 / 0 $0 / $0
2015 Plan NameAXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY2,360 / 0 Assets BOY/EOY$0 / $0 2015 AXCESS FINANCIAL SERVICES INC WELFARE BENEFIT PLAN - Plan #501 2,360 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
Axcess Financial Services, Inc. Registered in Pennsylvania
Deposit Highspire, PA Highspire, PA View Report
Axcess Financial Services, Inc. Registered in California
Cincinnati, OH View Report
Axcess Financial Services, Inc. Registered in Oregon
Cincinnati, OH View Report
Axcess Financial Services, Inc. Registered in Utah
Cincinnati, OH Salt Lake City, UT View Report
Axcess Financial Services, Inc. Registered in Minnesota
Roseville, MN View Report
Axcess Financial Services, Inc. Registered in Idaho
Cincinnati, OH View Report
Axcess Financial Services, Inc. Registered in Montana
Cincinnati, OH Helena, MT View Report
Axcess Financial Services, Inc. Registered in Ohio
Marion, OH Mason, OH (1 more) View Report
Axcess Financial Services, Inc. Registered in Texas
Cincinnati, OH View Report
Axcess Financial Services, Inc. Registered in Texas
San Antonio, TX View Report
Axcess Financial Services, Inc. Registered in Wisconsin
Madison, WI View Report

The following government agencies have contributed data:

Ohio Secretary of State U.S. Department of Labor
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