2023 Form 5500 filing — Scaled Agile 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 20240905133757NAL0011853651001) for Scaled Agile 401(K) Plan, reported by Scaled Agile, Inc. under EIN 45-3582560 and plan number 001. It reports 214 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)$12.7MReported net assets$12,655,836
Participants214
Provider compensation$43.8K3 Schedule C row(s)$43,816
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240905133757NAL0011853651001
Plan sponsor
Scaled Agile, Inc.
EIN
45-3582560
Plan number
001
Location
Boulder, CO
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$4.8M
Total expenses$660.3K
Benefits paid / distributions$610.1K
Contributions
Employer$536.9K
Participant$2.4M
Full reported line items
Total assets (EOY)
$12,655,836
Total liabilities (EOY)
$0
Net assets (EOY)
$12,655,836
Employer contributions
$536,910
Participant contributions
$2,389,299
Total income / additions
$4,823,647
Benefits paid
$610,150
Administrative expenses
$43,816
Total expenses
$660,292
Net increase / (decrease)
$4,163,355
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $24.6K
  2. 2
    INVESTMENT MGMT · Direct $10.6K
  3. 3
    RECORDKEEPER · Direct $8.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905133757NAL0011853651001 cover?
It is the 2023 Form 5500 filing for Scaled Agile 401(K) Plan, reported by Scaled Agile, Inc. (EIN 45-3582560).
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