2023 Form 5500 filing — Agiliti 401(K)
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 20241008112240NAL0016519569001) for Agiliti 401(K), reported by Agiliti Health, Inc. under EIN 41-0760940 and plan number 002. It reports 6,590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008112240NAL0016519569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agiliti Health, Inc.
- EIN
- 41-0760940
- Plan number
- 002
- Location
- Eden Prairie, MN
- Participants
- 6,590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $259,289,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $259,289,189
- Employer contributions
- $7,556,179
- Participant contributions
- $23,397,749
- Total income / additions
- $73,249,332
- Benefits paid
- $26,514,367
- Administrative expenses
- $392,338
- Total expenses
- $26,906,705
- Net increase / (decrease)
- $46,342,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $347,338 | $0 |
| Bergankdv Wealth Management, LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Creative Planning Holdco, LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |