Plan5500

Agility Robotics 401(K) Plan — Form 5500 plan (Agility Robotics, 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, Agility Robotics 401(K) Plan is a benefit plan reported by Agility Robotics, Inc. under EIN 47-5587432 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $8,212,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agility Robotics, Inc.
EIN
47-5587432
Plan number
001
Plan type
2
Location
Tangent, OR
Latest filing year
2023
Participants
186
End-of-year plan assets
$8,212,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20240930102311NAL0002550947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,212,327
Total liabilities (EOY)
$0
Net assets (EOY)
$8,212,327
Net assets (BOY)
$2,348,803

Income & contributions

Employer contributions
$1,825,292
Participant contributions
$2,774,433
Total contributions
$5,150,389
Total income / additions
$6,118,619

Expenses & distributions

Benefits paid
$205,754
Administrative expenses
$22,439
Total expenses
$255,095
Net increase / (decrease)
$5,863,524

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs RetirementCONTRACT ADMINISTRATOR$18,770not reported in the loaded dataset2023
Newsquare Capital, LLCINVESTMENT MANAGER$3,669not reported in the loaded dataset2023

Related Form 5500 pages