Agate Software, Inc. 401(K) Retirement Plan — Form 5500 plan (Agate Software, 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, Agate Software, Inc. 401(K) Retirement Plan is a benefit plan reported by Agate Software, Inc. under EIN 38-3161089 and plan number 001. The latest loaded filing year is 2023. The filing reports 92 participants and $4,337,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agate Software, Inc.
- EIN
- 38-3161089
- Plan number
- 001
- Plan type
- 2
- Location
- Okemos, MI
- Latest filing year
- 2023
- Participants
- 92
- End-of-year plan assets
- $4,337,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | I | 20240823104014NAL0012972786001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,337,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,337,472
- Net assets (BOY)
- $3,560,686
Income & contributions
- Employer contributions
- $95,885
- Participant contributions
- $471,476
- Total income / additions
- $1,188,049
Expenses & distributions
- Benefits paid
- $372,719
- Administrative expenses
- $36,282
- Total expenses
- $411,263
- Net increase / (decrease)
- $776,786
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.