Ageiss Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ageiss 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, Ageiss Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ageiss Inc. under EIN 84-1097542 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $9,786,699 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ageiss Inc.
- EIN
- 84-1097542
- Plan number
- 001
- Plan type
- 2
- Location
- Longmont, CO
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $9,786,699
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20240730151114NAL0021013345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,786,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,786,699
- Net assets (BOY)
- $10,403,395
Income & contributions
- Employer contributions
- $165,877
- Participant contributions
- $738,605
- Total contributions
- $994,621
- Total income / additions
- $2,495,014
Expenses & distributions
- Benefits paid
- $3,055,226
- Administrative expenses
- $56,484
- Total expenses
- $3,111,710
- Net increase / (decrease)
- -$616,696
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $31,738 | $233 | 2023 |
| Usi Advisors, Inc. | NONE | $24,744 | not reported in the loaded dataset | 2023 |