Agi Industries 401(K) Profit Sharing Plan — Form 5500 plan (Agi Industries, 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, Agi Industries 401(K) Profit Sharing Plan is a benefit plan reported by Agi Industries, Inc. under EIN 72-0654641 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $16,248,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agi Industries, Inc.
EIN
72-0654641
Plan number
001
Plan type
2
Location
Lafayette, LA
Latest filing year
2023
Participants
148
End-of-year plan assets
$16,248,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20240829143852NAL0006515139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,248,136
Total liabilities (EOY)
$0
Net assets (EOY)
$16,248,136
Net assets (BOY)
$13,543,443

Income & contributions

Employer contributions
$172,745
Participant contributions
$986,887
Total contributions
$1,430,405
Total income / additions
$3,600,199

Expenses & distributions

Benefits paid
$852,580
Administrative expenses
$42,926
Total expenses
$895,506
Net increase / (decrease)
$2,704,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$42,925$02023
Sagepoint FinancialINVESTMENT ADVISORY$0$14,6962023

Related Form 5500 pages