2023 Form 5500 filing — Agilex Business Solutions 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 20241015094123NAL0029159153001) for Agilex Business Solutions 401(K) Plan, reported by Agilex Business Solutions, LLC under EIN 81-1011017 and plan number 001. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094123NAL0029159153001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Agilex Business Solutions, LLC
- EIN
- 81-1011017
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,856,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,856,265
- Employer contributions
- $355,746
- Participant contributions
- $782,571
- Total income / additions
- $1,986,744
- Benefits paid
- $841,504
- Administrative expenses
- $47,933
- Total expenses
- $889,437
- Net increase / (decrease)
- $1,097,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $32,247 | $0 |
| Global Retirement Partners | INVESTMENT ADVISORY-PLAN | $10,925 | not reported in the loaded dataset |
| Peak Retirement Group | THIRD PARTY ADMINISTRATO | $3,490 | $0 |
| Creative Planning | INVESTMENT ADVISORY-PLAN | $1,118 | not reported in the loaded dataset |