2023 Form 5500 filing — Agility Robotics 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 20240930102311NAL0002550947001) for Agility Robotics 401(K) Plan, reported by Agility Robotics, Inc. under EIN 47-5587432 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930102311NAL0002550947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agility Robotics, Inc.
- EIN
- 47-5587432
- Plan number
- 001
- Location
- Tangent, OR
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,212,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,212,327
- Employer contributions
- $1,825,292
- Participant contributions
- $2,774,433
- Total income / additions
- $6,118,619
- Benefits paid
- $205,754
- Administrative expenses
- $22,439
- Total expenses
- $255,095
- Net increase / (decrease)
- $5,863,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement | CONTRACT ADMINISTRATOR | $18,770 | not reported in the loaded dataset |
| Newsquare Capital, LLC | INVESTMENT MANAGER | $3,669 | not reported in the loaded dataset |