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AGILITECH 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameAGILITECH 401K PROFIT SHARING PLAN
Plan identification number 001

AGILITECH 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AGILITECH has sponsored the creation of one or more 401k plans.

Company Name:AGILITECH
Employer identification number (EIN):030433805
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about AGILITECH

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1999-05-11
Company Identification Number: P99000042671
Legal Registered Office Address: 225 ALCAZAR AVENUE

CORAL GABLES

33134

More information about AGILITECH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGILITECH 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JON PARNELL
0012016-01-01JON W. PARNELL JON W. PARNELL2017-10-09
0012015-01-01JON PARNELL JON PARNELL2016-10-14
0012014-01-01ALYSSA WOLFER2015-07-22
0012013-01-01DAVID WOLFER2014-07-21
0012012-01-01DAVID WOLFER2013-07-16
0012011-01-01DAVID WOLFER2012-05-14
0012010-01-01DAVID WOLFER2011-09-29

Plan Statistics for AGILITECH 401K PROFIT SHARING PLAN

401k plan membership statisitcs for AGILITECH 401K PROFIT SHARING PLAN

Measure Date Value
2022: AGILITECH 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01154
Total number of active participants reported on line 7a of the Form 55002022-01-0190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01147
Number of participants with account balances2022-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AGILITECH 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01211
Total number of active participants reported on line 7a of the Form 55002021-01-01104
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01154
Number of participants with account balances2021-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AGILITECH 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01153
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01206
Number of participants with account balances2020-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: AGILITECH 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01153
Number of participants with account balances2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: AGILITECH 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01206
Total number of active participants reported on line 7a of the Form 55002018-01-01134
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01197
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: AGILITECH 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01110
Total number of active participants reported on line 7a of the Form 55002017-01-0158
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0189
Number of participants with account balances2017-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AGILITECH 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01134
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01104
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AGILITECH 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-01114
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01128
Number of participants with account balances2015-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on AGILITECH 401K PROFIT SHARING PLAN

Measure Date Value
2022 : AGILITECH 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-346,951
Total of all expenses incurred2022-12-31$989,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$947,204
Expenses. Certain deemed distributions of participant loans2022-12-31$23,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,450,156
Value of total assets at end of year2022-12-31$11,432,260
Value of total assets at beginning of year2022-12-31$12,768,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,375
Total interest from all sources2022-12-31$20,469
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$270,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$270,592
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$598,520
Participant contributions at end of year2022-12-31$255,285
Participant contributions at beginning of year2022-12-31$147,792
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$585,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,482
Administrative expenses (other) incurred2022-12-31$8,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,336,557
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,432,260
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,768,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$11,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,796,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,167,971
Interest on participant loans2022-12-31$8,180
Interest earned on other investments2022-12-31$12,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$16,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,362,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,439,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,088,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$266,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$947,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2022-12-31300840934
2021 : AGILITECH 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,646,032
Total of all expenses incurred2021-12-31$917,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$883,920
Value of total corrective distributions2021-12-31$525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$950,907
Value of total assets at end of year2021-12-31$12,768,817
Value of total assets at beginning of year2021-12-31$11,039,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,590
Total interest from all sources2021-12-31$17,629
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$242,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$242,451
Administrative expenses professional fees incurred2021-12-31$10,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$674,385
Participant contributions at end of year2021-12-31$147,792
Participant contributions at beginning of year2021-12-31$156,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,552
Administrative expenses (other) incurred2021-12-31$22,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,728,997
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,768,817
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,039,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,167,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,660,435
Interest on participant loans2021-12-31$7,408
Interest earned on other investments2021-12-31$10,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,439,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,221,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,435,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$276,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$883,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2021-12-31300840934
2020 : AGILITECH 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,333,178
Total of all expenses incurred2020-12-31$1,253,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,222,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,045,140
Value of total assets at end of year2020-12-31$11,039,820
Value of total assets at beginning of year2020-12-31$9,959,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,639
Total interest from all sources2020-12-31$20,772
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$193,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$193,051
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$710,688
Participant contributions at end of year2020-12-31$156,035
Participant contributions at beginning of year2020-12-31$214,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,700
Other income not declared elsewhere2020-12-31$70
Administrative expenses (other) incurred2020-12-31$19,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,080,012
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,039,820
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,959,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$11,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,660,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,524,000
Interest on participant loans2020-12-31$11,620
Interest earned on other investments2020-12-31$9,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,221,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,219,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,074,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$334,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,222,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2020-12-31300840934
2019 : AGILITECH 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,072,523
Total of all expenses incurred2019-12-31$1,057,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,004,822
Expenses. Certain deemed distributions of participant loans2019-12-31$8,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,277,060
Value of total assets at end of year2019-12-31$9,959,808
Value of total assets at beginning of year2019-12-31$7,945,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,942
Total interest from all sources2019-12-31$16,541
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$153,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$153,747
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$683,967
Participant contributions at end of year2019-12-31$214,812
Participant contributions at beginning of year2019-12-31$196,492
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$289,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,700
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$44,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,014,718
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,959,808
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,945,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,524,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,748,598
Interest on participant loans2019-12-31$14,653
Interest earned on other investments2019-12-31$1,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,219,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,625,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$303,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,004,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PENSION ASSURANCE, LLP
Accountancy firm EIN2019-12-31300840934
2018 : AGILITECH 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,946,533
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$457,748
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$917,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$847,494
Expenses. Certain deemed distributions of participant loans2018-12-31$21,613
Value of total corrective distributions2018-12-31$44,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$911,300
Value of total assets at end of year2018-12-31$7,945,090
Value of total assets at beginning of year2018-12-31$5,458,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,085
Total interest from all sources2018-12-31$7,443
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$493,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$493,131
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$623,608
Participant contributions at end of year2018-12-31$196,492
Other income not declared elsewhere2018-12-31$9
Administrative expenses (other) incurred2018-12-31$4,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-459,620
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,945,090
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,458,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,748,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,458,177
Interest on participant loans2018-12-31$7,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-954,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$287,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$847,494
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PENSION ASSURANCE,LLP
Accountancy firm EIN2018-12-31300840934
2017 : AGILITECH 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,120,566
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$293,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$238,465
Value of total corrective distributions2017-12-31$44,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$311,338
Value of total assets at end of year2017-12-31$5,458,177
Value of total assets at beginning of year2017-12-31$4,630,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,865
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$257,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$257,051
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$464,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$254,656
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$56,682
Administrative expenses (other) incurred2017-12-31$9,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$827,377
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,458,177
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,630,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,458,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,630,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$552,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$238,465
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PENSION ASSURANCE
Accountancy firm EIN2017-12-31300840934
2016 : AGILITECH 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$800,264
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$196,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$195,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$459,719
Value of total assets at end of year2016-12-31$4,630,800
Value of total assets at beginning of year2016-12-31$4,027,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,050
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$133,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$133,992
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$403,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$327,757
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$52,287
Other income not declared elsewhere2016-12-31$3,922
Administrative expenses (other) incurred2016-12-31$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$603,586
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,630,800
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,027,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,630,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,027,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$202,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$79,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$195,628
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2016-12-31952972229
2015 : AGILITECH 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$963,775
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$268,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$267,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,019,406
Value of total assets at end of year2015-12-31$4,027,214
Value of total assets at beginning of year2015-12-31$3,332,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,600
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$192,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$192,284
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$334,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$498,832
Administrative expenses (other) incurred2015-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$694,880
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,027,214
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,332,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,027,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,332,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-247,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$520,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$267,295
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DANIELLS PHILLIPS VAUGHAN & BOCK
Accountancy firm EIN2015-12-31952972229

Form 5500 Responses for AGILITECH 401K PROFIT SHARING PLAN

2022: AGILITECH 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AGILITECH 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AGILITECH 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AGILITECH 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AGILITECH 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AGILITECH 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AGILITECH 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AGILITECH 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517604
Policy instance 1
Insurance contract or identification number517604
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-06-29
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517872
Policy instance 2
Insurance contract or identification number517872
Number of Individuals Covered121
Insurance policy start date2022-06-28
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517604
Policy instance 1
Insurance contract or identification number517604
Number of Individuals Covered128
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517604
Policy instance 1
Insurance contract or identification number517604
Number of Individuals Covered142
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517604
Policy instance 1
Insurance contract or identification number517604
Number of Individuals Covered153
Insurance policy start date2019-09-16
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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