2023 Form 5500 filing — Agile Investments Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240907071722NAL0001408771001) for Agile Investments Retirement Plan, reported by Agile Investments under EIN 84-4135161 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240907071722NAL0001408771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agile Investments
- EIN
- 84-4135161
- Plan number
- 001
- Location
- San Clemente, CA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,954,305
- Net assets (EOY)
- $2,954,305
- Total income / additions
- $2,677,850
- Total expenses
- $0
- Net increase / (decrease)
- $2,677,850
- Schedule source
- Schedule I