Within 401(K) Plan — Form 5500 plan (Agency Within 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, Within 401(K) Plan is a benefit plan reported by Agency Within LLC under EIN 47-3266050 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $5,543,329 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.5MPlan net assets, end of year$5,543,329
Participants168Covered participants reported
Assets / participant$33KComputed: assets ÷ participants$32,996 (computed)
Provider compensation$5.5K1 Schedule C provider row(s)$5,507
- Plan sponsor
- Agency Within LLC
- EIN
- 47-3266050
- Plan number
- 002
- Plan type
- 2
- Location
- Queens, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240726220034NAL0016871393003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,543,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,543,329
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $636,520
- Participant contributions
- $1,023,293
- Total contributions
- $1,711,418
- Total income / additions
- $2,473,014
Expenses & distributions
- Benefits paid
- $728,516
- Administrative expenses
- $5,507
- Total expenses
- $734,023
- Net increase / (decrease)
- $1,738,991
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Guideline, Inc. | RECORDKEEPER | $5,507 | not reported in the loaded dataset | 2023 |