Agi-Cfi Holdings, Inc. 401(K) Plan — Form 5500 plan (Agi-Cfi Holdings, 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, Agi-Cfi Holdings, Inc. 401(K) Plan is a benefit plan reported by Agi-Cfi Holdings, Inc. under EIN 82-1163282 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,817 participants and $29,860,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agi-Cfi Holdings, Inc.
EIN
82-1163282
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
9,817
End-of-year plan assets
$29,860,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,817H, C20241017082738NAL0018395395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,860,147
Total liabilities (EOY)
$0
Net assets (EOY)
$29,860,147
Net assets (BOY)
$12,334,333

Income & contributions

Employer contributions
$2,290,111
Participant contributions
$4,348,887
Total contributions
$7,036,846
Total income / additions
$11,222,732

Expenses & distributions

Benefits paid
$6,243,099
Administrative expenses
$177,064
Total expenses
$6,445,840
Net increase / (decrease)
$4,776,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$177,064$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$0$44,9272023

Related Form 5500 pages