Agilethought, Inc. 401(K) Plan — Form 5500 plan (Agilethought, LLC)
Plain-English plan 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, Agilethought, Inc. 401(K) Plan is a benefit plan reported by Agilethought, LLC under EIN 20-1167076 and plan number 002. The latest loaded filing year is 2023. The filing reports 403 participants and $22,050,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agilethought, LLC
- EIN
- 20-1167076
- Plan number
- 002
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $22,050,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241009153808NAL0019555201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,050,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,050,131
- Net assets (BOY)
- $22,336,965
Income & contributions
- Employer contributions
- $767,093
- Participant contributions
- $1,813,304
- Total contributions
- $2,885,555
- Total income / additions
- $6,846,265
Expenses & distributions
- Benefits paid
- $6,995,521
- Administrative expenses
- $137,578
- Total expenses
- $7,133,099
- Net increase / (decrease)
- -$286,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $77,276 | $0 | 2023 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $40,453 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | THIRD PARTY ADMINISTRATO | $8,853 | $8,676 | 2023 |
| Assurance Dimensions | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $988 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agilethought, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Assurance Dimensions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation