The Retirement Plan Of Agilysys, Inc. — Form 5500 plan (Agilysys, Inc.)
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, The Retirement Plan Of Agilysys, Inc. is a benefit plan reported by Agilysys, Inc. under EIN 34-0907152 and plan number 001. The latest loaded filing year is 2023. The filing reports 926 participants and $123,599,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agilysys, Inc.
- EIN
- 34-0907152
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 926
- End-of-year plan assets
- $123,599,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 926 | H, C | 20241009140918NAL0018501393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,599,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,599,240
- Net assets (BOY)
- $108,263,417
Income & contributions
- Employer contributions
- $1,798,133
- Participant contributions
- $5,279,503
- Total contributions
- $7,220,120
- Total income / additions
- $27,685,141
Expenses & distributions
- Benefits paid
- $12,189,848
- Administrative expenses
- $159,470
- Total expenses
- $12,349,318
- Net increase / (decrease)
- $15,335,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory Services | ADVISOR | $85,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $67,311 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,159 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agilysys, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Cbiz Investment Advisory Services — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation