Agamatrix, Inc. 401(K) Plan — Form 5500 plan (Agamatrix, Inc.)

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, Agamatrix, Inc. 401(K) Plan is a benefit plan reported by Agamatrix, Inc. under EIN 01-0705345 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $10,794,809 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agamatrix, Inc.
EIN
01-0705345
Plan number
001
Plan type
2
Location
Salem, NH
Latest filing year
2023
Participants
160
End-of-year plan assets
$10,794,809

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241015113802NAL0016242339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,794,809
Total liabilities (EOY)
$0
Net assets (EOY)
$10,794,809
Net assets (BOY)
$10,798,399

Income & contributions

Employer contributions
$270,745
Participant contributions
$477,691
Total contributions
$766,974
Total income / additions
$2,597,721

Expenses & distributions

Benefits paid
$2,592,391
Administrative expenses
$8,920
Total expenses
$2,601,311
Net increase / (decrease)
-$3,590

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise Financial Services IncOTHER SERVICES$0$20,9672023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$8,920$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages