2023 Form 5500 filing — Agencyea 401k 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 20240802135443NAL0024173921001) for Agencyea 401k Plan, reported by Agencyea under EIN 36-4345593 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802135443NAL0024173921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agencyea
- EIN
- 36-4345593
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,947,119
- Total liabilities (EOY)
- $5
- Net assets (EOY)
- $4,947,114
- Employer contributions
- $206,558
- Participant contributions
- $696,689
- Total income / additions
- $1,839,915
- Benefits paid
- $457,543
- Administrative expenses
- $5,361
- Total expenses
- $462,904
- Net increase / (decrease)
- $1,377,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Topco LLC | OTHER FEES | $0 | $4,200 |
| Hessel & Associates LLC | TPA | $0 | $1,942 |
| Morningstar | INVESTMENT ADVISORY | $0 | $678 |