2023 Form 5500 filing — Agiloft, Inc. 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 20240912142946NAL0005238851001) for Agiloft, Inc. 401(K) Plan, reported by Agiloft, Inc. under EIN 71-0907214 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.4MReported net assets$7,365,969
Participants159
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912142946NAL0005238851001
Plan sponsor
Agiloft, Inc.
EIN
71-0907214
Plan number
001
Location
Redwood City, 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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$731.9K
Benefits paid / distributions$723.2K
Contributions
Employer$609.4K
Participant$1.7M
Full reported line items
Total assets (EOY)
$7,365,969
Total liabilities (EOY)
$0
Net assets (EOY)
$7,365,969
Employer contributions
$609,401
Participant contributions
$1,672,691
Total income / additions
$4,124,976
Benefits paid
$723,221
Administrative expenses
$8,711
Total expenses
$731,932
Net increase / (decrease)
$3,393,044

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912142946NAL0005238851001 cover?
It is the 2023 Form 5500 filing for Agiloft, Inc. 401(K) Plan, reported by Agiloft, Inc. (EIN 71-0907214).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages