2023 Form 5500 filing — Agilitech 401k Profit Sharing 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 20240830125616NAL0008386659005) for Agilitech 401k Profit Sharing Plan, reported by Agilitech under EIN 03-0433805 and plan number 001. It reports 147 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)$12MReported net assets$12,041,847
Participants147
Provider compensation$46.4K3 Schedule C row(s)$46,410
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240830125616NAL0008386659005
Plan sponsor
Agilitech
EIN
03-0433805
Plan number
001
Location
Bakersfield, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$12M total assets
Net assets$12MLiabilities
Money in vs. money out
Total income / additions$2.3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$218.4K
Participant$471.3K
Full reported line items
Total assets (EOY)
$12,041,847
Net assets (EOY)
$12,041,847
Employer contributions
$218,367
Participant contributions
$471,270
Total income / additions
$2,302,866
Benefits paid
$1,646,869
Administrative expenses
$46,410
Total expenses
$1,693,279
Net increase / (decrease)
$609,587
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    AUDIT · Direct $31.1K
  2. 2
    AUDIT · Direct $11.8K
  3. 3
    RECORDKEEPER · Direct $3.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240830125616NAL0008386659005 cover?
It is the 2023 Form 5500 filing for Agilitech 401k Profit Sharing Plan, reported by Agilitech (EIN 03-0433805).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages