2023 Form 5500 filing — Agate Housing And Services, 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 20260122104500NAL0009069490001) for Agate Housing And Services, Inc. 401(K) Plan, reported by Agate Housing And Services, Inc. under EIN 01-0639118 and plan number 001. It reports 183 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)$3.2MReported net assets$3,176,144
Participants183
Provider compensation$5.3K1 Schedule C row(s)$5,250
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20260122104500NAL0009069490001
Plan sponsor
Agate Housing And Services, Inc.
EIN
01-0639118
Plan number
001
Location
Minneapolis, MN
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)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$825K
Total expenses$242.6K
Benefits paid / distributions$235.5K
Contributions
Employer$154.2K
Participant$174.2K
Full reported line items
Total assets (EOY)
$3,176,144
Total liabilities (EOY)
$0
Net assets (EOY)
$3,176,144
Employer contributions
$154,199
Participant contributions
$174,169
Total income / additions
$824,994
Benefits paid
$235,527
Administrative expenses
$7,027
Total expenses
$242,554
Net increase / (decrease)
$582,440
Schedule C

Reported service provider compensation

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

  1. 1
    OTHER SERVICES · Direct $0 · Indirect $5.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20260122104500NAL0009069490001 cover?
It is the 2023 Form 5500 filing for Agate Housing And Services, Inc. 401(K) Plan, reported by Agate Housing And Services, Inc. (EIN 01-0639118).
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