2023 Form 5500 filing — Agi-Cfi Holdings, 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 20241017082738NAL0018395395001) for Agi-Cfi Holdings, Inc. 401(K) Plan, reported by Agi-Cfi Holdings, Inc. under EIN 82-1163282 and plan number 001. It reports 9,817 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017082738NAL0018395395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agi-Cfi Holdings, Inc.
- EIN
- 82-1163282
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 9,817
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,860,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,860,147
- Employer contributions
- $2,290,111
- Participant contributions
- $4,348,887
- Total income / additions
- $11,222,732
- Benefits paid
- $6,243,099
- Administrative expenses
- $177,064
- Total expenses
- $6,445,840
- Net increase / (decrease)
- $4,776,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $177,064 | $0 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $44,927 |