Agencyea 401k Plan — Form 5500 plan (Agencyea)
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, Agencyea 401k Plan is a benefit plan reported by Agencyea under EIN 36-4345593 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $4,947,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agencyea
- EIN
- 36-4345593
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $4,947,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240802135443NAL0024173921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,947,119
- Total liabilities (EOY)
- $5
- Net assets (EOY)
- $4,947,114
- Net assets (BOY)
- $3,570,103
Income & contributions
- Employer contributions
- $206,558
- Participant contributions
- $696,689
- Total contributions
- $1,080,786
- Total income / additions
- $1,839,915
Expenses & distributions
- Benefits paid
- $457,543
- Administrative expenses
- $5,361
- Total expenses
- $462,904
- Net increase / (decrease)
- $1,377,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One Digital Topco LLC | OTHER FEES | $0 | $4,200 | 2023 |
| Hessel & Associates LLC | TPA | $0 | $1,942 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $678 | 2023 |