2023 Form 5500 filing — Agendia, Inc. 401(K) 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 20241010173559NAL0010307459001) for Agendia, Inc. 401(K) Profit Sharing Plan, reported by Agendia, Inc. under EIN 26-2136244 and plan number 001. It reports 261 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)$15MReported net assets$15,008,532
Participants261
Provider compensation$104.9K3 Schedule C row(s)$104,860
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010173559NAL0010307459001
Plan sponsor
Agendia, Inc.
EIN
26-2136244
Plan number
001
Location
Irvine, 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)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$3.2M
Benefits paid / distributions$3.2M
Contributions
Employer$470K
Participant$1.6M
Full reported line items
Total assets (EOY)
$15,008,532
Total liabilities (EOY)
$0
Net assets (EOY)
$15,008,532
Employer contributions
$469,983
Participant contributions
$1,600,378
Total income / additions
$4,112,325
Benefits paid
$3,160,635
Administrative expenses
$23,905
Total expenses
$3,184,540
Net increase / (decrease)
$927,785
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $64.5K · Indirect $2.2K
  2. 2
    THIRD PARTY ADMINISTRATO · Direct $31.2K
  3. 3
    FINANCIAL ADVISOR · Direct $7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010173559NAL0010307459001 cover?
It is the 2023 Form 5500 filing for Agendia, Inc. 401(K) Profit Sharing Plan, reported by Agendia, Inc. (EIN 26-2136244).
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