Agilex Business Solutions 401(K) Plan — Form 5500 plan (Agilex Business Solutions, 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, Agilex Business Solutions 401(K) Plan is a benefit plan reported by Agilex Business Solutions, LLC under EIN 81-1011017 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $5,856,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agilex Business Solutions, LLC
- EIN
- 81-1011017
- Plan number
- 001
- Plan type
- 3
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $5,856,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20241015094123NAL0029159153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,856,265
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,856,265
- Net assets (BOY)
- $4,758,958
Income & contributions
- Employer contributions
- $355,746
- Participant contributions
- $782,571
- Total contributions
- $1,143,767
- Total income / additions
- $1,986,744
Expenses & distributions
- Benefits paid
- $841,504
- Administrative expenses
- $47,933
- Total expenses
- $889,437
- Net increase / (decrease)
- $1,097,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $32,247 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISORY-PLAN | $10,925 | not reported in the loaded dataset | 2023 |
| Peak Retirement Group | THIRD PARTY ADMINISTRATO | $3,490 | $0 | 2023 |
| Creative Planning | INVESTMENT ADVISORY-PLAN | $1,118 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agilex Business Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- Transamerica Financial Life Ins Co — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Peak Retirement Group — Schedule C compensation
- Creative Planning — Schedule C compensation