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AGENDIA, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAGENDIA, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

AGENDIA, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

AGENDIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:AGENDIA, INC.
Employer identification number (EIN):262136244
NAIC Classification:621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGENDIA, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TAE KIM2023-10-10 TAE KIM2023-10-10
0012021-01-01TAE KIM2022-10-20
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TAE KIM
0012016-01-01DANIEL EMMONS
0012015-01-01
0012014-01-01KURT BECKER
0012013-01-01GLEN FREDENBERG
0012012-01-01GLEN FREDENBERG2013-09-16
0012011-01-01GUY DURRETT2012-06-14
0012010-01-01BERNHARD SIXT2011-04-08

Plan Statistics for AGENDIA, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AGENDIA, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-01161
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01100
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01261
Number of participants with account balances2022-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01239
Total number of active participants reported on line 7a of the Form 55002021-01-01203
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01286
Number of participants with account balances2021-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01197
Total number of active participants reported on line 7a of the Form 55002020-01-01175
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01239
Number of participants with account balances2020-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01178
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01197
Number of participants with account balances2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01168
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01178
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01174
Total number of active participants reported on line 7a of the Form 55002017-01-01115
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0153
Total of all active and inactive participants2017-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01168
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01155
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01174
Number of participants with account balances2016-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01169
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0147
Total of all active and inactive participants2015-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01155
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-0147
Total of all active and inactive participants2014-01-01169
Total participants2014-01-01169
Number of participants with account balances2014-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01128
Total number of active participants reported on line 7a of the Form 55002013-01-01112
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01133
Total participants2013-01-01133
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127

Financial Data on AGENDIA, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$190,102
Total of all expenses incurred2022-12-31$1,331,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,258,550
Expenses. Certain deemed distributions of participant loans2022-12-31$4,113
Value of total corrective distributions2022-12-31$68,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,708,890
Value of total assets at end of year2022-12-31$14,080,747
Value of total assets at beginning of year2022-12-31$15,221,966
Total interest from all sources2022-12-31$8,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,795,715
Participant contributions at end of year2022-12-31$338,749
Participant contributions at beginning of year2022-12-31$166,819
Participant contributions at end of year2022-12-31$30,119
Participant contributions at beginning of year2022-12-31$36,720
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$336,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,141,219
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,080,747
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,221,966
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,520,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,828,610
Interest on participant loans2022-12-31$8,535
Value of interest in common/collective trusts at end of year2022-12-31$129,148
Value of interest in common/collective trusts at beginning of year2022-12-31$63,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$52,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$114,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,527,323
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$576,401
Employer contributions (assets) at end of year2022-12-31$9,972
Employer contributions (assets) at beginning of year2022-12-31$11,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,258,550
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 name2022-12-31SINGERLEWAK LLP
Accountancy firm EIN2022-12-31952302617
2021 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,505,508
Total of all expenses incurred2021-12-31$2,950,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,864,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,636,515
Value of total assets at end of year2021-12-31$15,221,966
Value of total assets at beginning of year2021-12-31$13,667,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,976
Total interest from all sources2021-12-31$5,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,855,925
Participant contributions at end of year2021-12-31$166,819
Participant contributions at beginning of year2021-12-31$162,736
Participant contributions at end of year2021-12-31$36,720
Participant contributions at beginning of year2021-12-31$26,039
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$208,773
Administrative expenses (other) incurred2021-12-31$85,976
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$1,554,637
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,221,966
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,667,329
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$14,828,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,131,738
Interest on participant loans2021-12-31$5,661
Value of interest in common/collective trusts at end of year2021-12-31$63,365
Value of interest in common/collective trusts at beginning of year2021-12-31$28,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$114,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$309,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,863,332
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$571,817
Employer contributions (assets) at end of year2021-12-31$11,930
Employer contributions (assets) at beginning of year2021-12-31$8,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,864,895
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 name2021-12-31SINGERLEWAK LLP
Accountancy firm EIN2021-12-31952302617
2020 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,745,739
Total of all expenses incurred2020-12-31$1,218,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,118,604
Value of total corrective distributions2020-12-31$38,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,106,368
Value of total assets at end of year2020-12-31$13,667,329
Value of total assets at beginning of year2020-12-31$11,140,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,312
Total interest from all sources2020-12-31$4,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$61,312
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,568,971
Participant contributions at end of year2020-12-31$162,736
Participant contributions at beginning of year2020-12-31$85,483
Participant contributions at end of year2020-12-31$26,039
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$39,044
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$2,526,837
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,667,329
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,140,492
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,131,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,021,048
Interest on participant loans2020-12-31$4,971
Value of interest in common/collective trusts at end of year2020-12-31$28,264
Value of interest in common/collective trusts at beginning of year2020-12-31$21,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$309,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,634,400
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$498,353
Employer contributions (assets) at end of year2020-12-31$8,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,118,604
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SINGERLEWAK LLP
Accountancy firm EIN2020-12-31952302617
2019 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,976,431
Total of all expenses incurred2019-12-31$1,004,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$953,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,067,962
Value of total assets at end of year2019-12-31$11,140,492
Value of total assets at beginning of year2019-12-31$8,168,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,405
Total interest from all sources2019-12-31$4,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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 period2019-12-31No
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$1,384,469
Participant contributions at end of year2019-12-31$85,483
Participant contributions at beginning of year2019-12-31$123,671
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$269,551
Administrative expenses (other) incurred2019-12-31$50,405
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$2,972,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,140,492
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,168,401
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$11,021,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,044,730
Interest on participant loans2019-12-31$4,475
Value of interest in common/collective trusts at end of year2019-12-31$21,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,903,994
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$413,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$953,935
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 name2019-12-31SINGERLEWAK LLP
Accountancy firm EIN2019-12-31952302617
2018 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,010,287
Total of all expenses incurred2018-12-31$751,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$742,147
Expenses. Certain deemed distributions of participant loans2018-12-31$5,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,549,867
Value of total assets at end of year2018-12-31$8,168,401
Value of total assets at beginning of year2018-12-31$7,909,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,037
Total interest from all sources2018-12-31$3,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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 period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,176,886
Participant contributions at end of year2018-12-31$123,671
Participant contributions at beginning of year2018-12-31$104,802
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,068
Administrative expenses (other) incurred2018-12-31$4,037
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$258,840
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,168,401
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,909,561
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$8,044,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,804,759
Interest on participant loans2018-12-31$3,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-543,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$357,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$742,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31SINGERLEWAK LLP
Accountancy firm EIN2018-12-31952302617
2017 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,760,898
Total of all expenses incurred2017-12-31$1,272,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,268,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,541,355
Value of total assets at end of year2017-12-31$7,909,561
Value of total assets at beginning of year2017-12-31$6,421,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,908
Total interest from all sources2017-12-31$3,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,010,672
Participant contributions at end of year2017-12-31$104,802
Participant contributions at beginning of year2017-12-31$58,633
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$168,307
Administrative expenses (other) incurred2017-12-31$3,908
Total non interest bearing cash at beginning of year2017-12-31$0
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$1,488,260
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,909,561
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,421,301
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$7,804,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,362,668
Interest on participant loans2017-12-31$3,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,216,322
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
Contributions received in cash from employer2017-12-31$362,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,268,730
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 name2017-12-31SINGERLEWAK LLP
Accountancy firm EIN2017-12-31952302617
2016 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,831,615
Total of all expenses incurred2016-12-31$1,159,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,144,911
Expenses. Certain deemed distributions of participant loans2016-12-31$11,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,432,613
Value of total assets at end of year2016-12-31$6,421,301
Value of total assets at beginning of year2016-12-31$5,748,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,582
Total interest from all sources2016-12-31$2,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$929,006
Participant contributions at end of year2016-12-31$58,633
Participant contributions at beginning of year2016-12-31$70,322
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$174,600
Administrative expenses (other) incurred2016-12-31$2,582
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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$672,323
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,421,301
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,748,978
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$6,362,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,678,656
Interest on participant loans2016-12-31$2,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$396,854
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$329,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,144,911
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 name2016-12-31SINGERLEWAK LLP
Accountancy firm EIN2016-12-31952302617
2015 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,220,840
Total of all expenses incurred2015-12-31$994,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$963,622
Expenses. Certain deemed distributions of participant loans2015-12-31$27,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,271,416
Value of total assets at end of year2015-12-31$5,748,978
Value of total assets at beginning of year2015-12-31$5,523,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,825
Total interest from all sources2015-12-31$1,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$912,149
Participant contributions at end of year2015-12-31$70,322
Participant contributions at beginning of year2015-12-31$29,193
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$91,243
Administrative expenses (other) incurred2015-12-31$3,825
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$8,889
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$225,931
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,748,978
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,523,047
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$5,678,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,484,965
Interest on participant loans2015-12-31$1,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-52,346
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$268,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$963,622
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 name2015-12-31SINGERLEWAK LLP
Accountancy firm EIN2015-12-31952302617
2014 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,272,118
Total of all expenses incurred2014-12-31$929,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$922,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,006,340
Value of total assets at end of year2014-12-31$5,523,047
Value of total assets at beginning of year2014-12-31$4,180,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,132
Total interest from all sources2014-12-31$1,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,090,119
Participant contributions at end of year2014-12-31$29,193
Participant contributions at beginning of year2014-12-31$35,221
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$643,941
Administrative expenses (other) incurred2014-12-31$7,132
Total non interest bearing cash at end of year2014-12-31$8,889
Total non interest bearing cash at beginning of year2014-12-31$45,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,342,765
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,523,047
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,180,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,484,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,099,904
Interest on participant loans2014-12-31$1,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$264,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$272,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$922,221
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SINGERLEWAK LLP
Accountancy firm EIN2014-12-31952302617
2013 : AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,758,669
Total of all expenses incurred2013-12-31$685,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$658,254
Expenses. Certain deemed distributions of participant loans2013-12-31$5,742
Value of total corrective distributions2013-12-31$18,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,158,472
Value of total assets at end of year2013-12-31$4,180,282
Value of total assets at beginning of year2013-12-31$2,107,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,551
Total interest from all sources2013-12-31$840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$925,550
Participant contributions at end of year2013-12-31$35,221
Participant contributions at beginning of year2013-12-31$17,035
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$928,579
Administrative expenses (other) incurred2013-12-31$3,551
Total non interest bearing cash at end of year2013-12-31$45,157
Total non interest bearing cash at beginning of year2013-12-31$501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,072,942
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,180,282
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,107,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,099,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,089,804
Interest on participant loans2013-12-31$840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$599,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$304,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$658,254
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SINGERLEWAK LLP
Accountancy firm EIN2013-12-31952302617

Form 5500 Responses for AGENDIA, INC. 401(K) PROFIT SHARING PLAN

2022: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: AGENDIA, INC. 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AGENDIA, INC. 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AGENDIA, INC. 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AGENDIA, INC. 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AGENDIA, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number650-80054
Policy instance 1
Insurance contract or identification number650-80054
Number of Individuals Covered213
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $166
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $166
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number650-80054
Policy instance 1
Insurance contract or identification number650-80054
Number of Individuals Covered286
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $400
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number650-80054
Policy instance 1
Insurance contract or identification number650-80054
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $498
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $498
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number650-80054
Policy instance 1
Insurance contract or identification number650-80054
Number of Individuals Covered197
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Amount paid for insurance broker fees0
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85219
Policy instance 1
Insurance contract or identification number85219
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21,184
Total amount of fees paid to insurance companyUSD $8,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,620
Insurance broker organization code?3
Amount paid for insurance broker fees8198
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85219
Policy instance 1
Insurance contract or identification number85219
Number of Individuals Covered137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,352
Total amount of fees paid to insurance companyUSD $6,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,131
Insurance broker organization code?3
Amount paid for insurance broker fees6973
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES,
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85219
Policy instance 1
Insurance contract or identification number85219
Number of Individuals Covered136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,235
Total amount of fees paid to insurance companyUSD $6,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,235
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameQBI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85219
Policy instance 1
Insurance contract or identification number85219
Number of Individuals Covered151
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,110
Total amount of fees paid to insurance companyUSD $4,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,110
Insurance broker organization code?3
Amount paid for insurance broker fees4710
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameQBI, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number85219
Policy instance 1
Insurance contract or identification number85219
Number of Individuals Covered133
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,044
Total amount of fees paid to insurance companyUSD $5,028
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
Commission paid to Insurance BrokerUSD $8,044
Insurance broker organization code?3
Amount paid for insurance broker fees5028
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameQBI, LLC

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