Agile Investments Retirement Plan — Form 5500 plan (Agile Investments)
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, Agile Investments Retirement Plan is a benefit plan reported by Agile Investments under EIN 84-4135161 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,954,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agile Investments
- EIN
- 84-4135161
- Plan number
- 001
- Plan type
- 2
- Location
- San Clemente, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,954,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240907071722NAL0001408771001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,954,305
- Net assets (EOY)
- $2,954,305
- Net assets (BOY)
- $276,455
Income & contributions
- Total income / additions
- $2,677,850
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $2,677,850
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.