2023 Form 5500 filing — Sagility 401(K) 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 20241014184321NAL0026961217001) for Sagility 401(K) Plan, reported by Sagility Operations Inc under EIN 82-4313508 and plan number 001. It reports 3,236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014184321NAL0026961217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sagility Operations Inc
- EIN
- 82-4313508
- Plan number
- 001
- Location
- Westminister, CO
- Participants
- 3,236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,690,844
- Total liabilities (EOY)
- $309,403
- Net assets (EOY)
- $24,381,441
- Employer contributions
- $622,487
- Participant contributions
- $1,910,536
- Total income / additions
- $6,704,026
- Benefits paid
- $3,172,703
- Administrative expenses
- $286,462
- Total expenses
- $4,135,599
- Net increase / (decrease)
- $2,568,427
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $140,866 | $9,406 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $145,596 | $0 |
| Side By Side Financials, Inc. | CONTRACT ADMINISTRATOR | $0 | $56,881 |
| Morningstar Investment Management | INV ADV, PARTICIPANT | $0 | $0 |