Sagility 401(K) Plan — Form 5500 plan (Sagility Operations 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, Sagility 401(K) Plan is a benefit plan reported by Sagility Operations Inc under EIN 82-4313508 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,236 participants and $24,690,844 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sagility Operations Inc
- EIN
- 82-4313508
- Plan number
- 001
- Plan type
- 2
- Location
- Westminister, CO
- Latest filing year
- 2023
- Participants
- 3,236
- End-of-year plan assets
- $24,690,844
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,236 | H, C | 20241014184321NAL0026961217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,690,844
- Total liabilities (EOY)
- $309,403
- Net assets (EOY)
- $24,381,441
- Net assets (BOY)
- $21,813,014
Income & contributions
- Employer contributions
- $622,487
- Participant contributions
- $1,910,536
- Total contributions
- $3,068,153
- Total income / additions
- $6,704,026
Expenses & distributions
- Benefits paid
- $3,172,703
- Administrative expenses
- $286,462
- Total expenses
- $4,135,599
- Net increase / (decrease)
- $2,568,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orenda Retirement, LLC | CONTRACT ADMINISTRATOR | $140,866 | $9,406 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $145,596 | $0 | 2023 |
| Side By Side Financials, Inc. | CONTRACT ADMINISTRATOR | $0 | $56,881 | 2023 |
| Morningstar Investment Management | INV ADV, PARTICIPANT | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sagility Operations Inc
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Westminister, CO
- Orenda Retirement, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Side By Side Financials, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation