Plan5500

Agate, Inc. 401(K) Plan — Form 5500 plan (Agate, 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, Inc. 401(K) Plan is a benefit plan reported by Agate, Inc. under EIN 86-0326903 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $3,483,537 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agate, Inc.
EIN
86-0326903
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
232
End-of-year plan assets
$3,483,537

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241014154118NAL0027746625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,483,537
Total liabilities (EOY)
$0
Net assets (EOY)
$3,483,537
Net assets (BOY)
$3,137,968

Income & contributions

Employer contributions
$165,817
Participant contributions
$392,331
Total contributions
$694,046
Total income / additions
$1,196,451

Expenses & distributions

Benefits paid
$792,864
Administrative expenses
$47,282
Total expenses
$850,882
Net increase / (decrease)
$345,569

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pfg Advisors, LLCRIA$13,041not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$3,450$02023

Related Form 5500 pages