2023 Form 5500 filing — Agilis Group, Inc. 401(K) Retirement Savings 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 20241014105256NAL0045692992001) for Agilis Group, Inc. 401(K) Retirement Savings Plan, reported by Agilis Group, Inc. under EIN 65-0555230 and plan number 001. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014105256NAL0045692992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agilis Group, Inc.
- EIN
- 65-0555230
- Plan number
- 001
- Location
- Palm Beach Gardens, FL
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,379,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,379,524
- Employer contributions
- $433,789
- Participant contributions
- $2,022,419
- Total income / additions
- $7,706,230
- Benefits paid
- $2,472,382
- Administrative expenses
- $1,500
- Total expenses
- $2,473,882
- Net increase / (decrease)
- $5,232,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,500 | $0 |