2023 Form 5500 filing — Within 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726220034NAL0016871393003) for Within 401(K) Plan, reported by Agency Within LLC under EIN 47-3266050 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.5MReported net assets$5,543,329
Participants168
Provider compensation$5.5K1 Schedule C row(s)$5,507
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240726220034NAL0016871393003
- Plan sponsor
- Agency Within LLC
- EIN
- 47-3266050
- Plan number
- 002
- Location
- Queens, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,543,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,543,329
- Employer contributions
- $636,520
- Participant contributions
- $1,023,293
- Total income / additions
- $2,473,014
- Benefits paid
- $728,516
- Administrative expenses
- $5,507
- Total expenses
- $734,023
- Net increase / (decrease)
- $1,738,991
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Guideline, Inc. | RECORDKEEPER | $5,507 | not reported in the loaded dataset |