Agpm, LLC 401(K) Plan — Form 5500 plan (Agpm, LLC)

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, Agpm, LLC 401(K) Plan is a benefit plan reported by Agpm, LLC under EIN 26-3645429 and plan number 101. The latest loaded filing year is 2023. The filing reports 363 participants and $4,434,502 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agpm, LLC
EIN
26-3645429
Plan number
101
Plan type
2
Location
Orlando, FL
Latest filing year
2023
Participants
363
End-of-year plan assets
$4,434,502

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023363H, C20241007125443NAL0027458864001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,434,502
Total liabilities (EOY)
$0
Net assets (EOY)
$4,434,502
Net assets (BOY)
$3,875,556

Income & contributions

Employer contributions
$83,051
Participant contributions
$605,387
Total contributions
$710,656
Total income / additions
$1,282,119

Expenses & distributions

Benefits paid
$665,684
Administrative expenses
$50,106
Total expenses
$723,173
Net increase / (decrease)
$558,946

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$32,789$02023
Resources Investment AdvisorsNONE$11,567not reported in the loaded dataset2023
Coulter & JustusNONE$5,750not reported in the loaded dataset2023

Related Form 5500 pages