Agilis Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Agilis Group, Inc. (EIN 65-0555230) is a plan sponsor located in Palm Beach Gardens, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
65-0555230
Location
Palm Beach Gardens, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,379,524
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,379,524

Contributions & income

Employer contributions
$433,789
Participant contributions
$2,022,419
Total income / additions
$7,706,230

Expenses & distributions

Benefits paid / distributions
$2,472,382
Total expenses
$2,473,882
Net increase / (decrease)
$5,232,348

Coverage

Total reported participants
539
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Agilis Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Agilis Group, Inc. 401(K) Retirement Savings Plan001324$29,379,5242023
Agilis Group, Inc Comprehensive Health And Welfare Benefits Plan501215not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Agilis Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Agilis Group, Inc Comprehensive Health And Welfare Benefits Plan21520240712115622NAL0011238787001
2023Agilis Group, Inc. 401(K) Retirement Savings Plan324H, C20241014105256NAL0045692992001

Related Form 5500 pages