Agilis Group, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Agilis Group, 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, Agilis Group, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Agilis Group, Inc. under EIN 65-0555230 and plan number 001. The latest loaded filing year is 2023. The filing reports 324 participants and $29,379,524 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agilis Group, Inc.
EIN
65-0555230
Plan number
001
Plan type
2
Location
Palm Beach Gardens, FL
Latest filing year
2023
Participants
324
End-of-year plan assets
$29,379,524

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023324H, C20241014105256NAL0045692992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,379,524
Total liabilities (EOY)
$0
Net assets (EOY)
$29,379,524
Net assets (BOY)
$24,147,176

Income & contributions

Employer contributions
$433,789
Participant contributions
$2,022,419
Total contributions
$2,641,821
Total income / additions
$7,706,230

Expenses & distributions

Benefits paid
$2,472,382
Administrative expenses
$1,500
Total expenses
$2,473,882
Net increase / (decrease)
$5,232,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,500$02023

Related Form 5500 pages