Agio, Inc. 401(K) Plan — Form 5500 plan (Agio, 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, Agio, Inc. 401(K) Plan is a benefit plan reported by Agio, Inc. under EIN 84-4093832 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $11,827,354 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agio, Inc.
- EIN
- 84-4093832
- Plan number
- 001
- Plan type
- 2
- Location
- Norman, OK
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $11,827,354
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241002104913NAL0014157472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,827,354
- Net assets (EOY)
- $11,827,354
- Net assets (BOY)
- $10,093,228
Income & contributions
- Employer contributions
- $396,646
- Participant contributions
- $1,118,763
- Total contributions
- $1,530,679
- Total income / additions
- $3,189,470
Expenses & distributions
- Benefits paid
- $1,379,835
- Administrative expenses
- $75,509
- Total expenses
- $1,455,344
- Net increase / (decrease)
- $1,734,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $42,406 | $19 | 2023 |
| Principal Life Insurance Company | CONRAC ADMINISTRATOR | $33,103 | $0 | 2023 |
| Alliant Insurance Services, Inc. | CONTRACT ADMINISTRATOR | $0 | $8,213 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agio, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Norman, OK
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation