AGILEX BUSINESS SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AGILEX BUSINESS SOLUTIONS 401(K) PLAN
Measure | Date | Value |
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2022 : AGILEX BUSINESS SOLUTIONS 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-249,957 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,867,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,815,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $811,670 |
Value of total assets at end of year | 2022-12-31 | $4,758,958 |
Value of total assets at beginning of year | 2022-12-31 | $6,876,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $52,282 |
Total interest from all sources | 2022-12-31 | $1,210 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $537,245 |
Participant contributions at end of year | 2022-12-31 | $39,786 |
Participant contributions at beginning of year | 2022-12-31 | $14,363 |
Participant contributions at end of year | 2022-12-31 | $13,291 |
Participant contributions at beginning of year | 2022-12-31 | $-5,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $25,566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,117,503 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,758,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,876,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,408,642 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $6,676,859 |
Interest on participant loans | 2022-12-31 | $1,210 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $48,731 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $19,675 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,062,837 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $248,859 |
Employer contributions (assets) at end of year | 2022-12-31 | $248,508 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $170,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,815,264 |
Contract administrator fees | 2022-12-31 | $52,282 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HAWKINS ASH CPAS LLP |
Accountancy firm EIN | 2022-12-31 | 390912608 |
2021 : AGILEX BUSINESS SOLUTIONS 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,376,587 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $682,278 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $621,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $515,292 |
Value of total assets at end of year | 2021-12-31 | $6,876,461 |
Value of total assets at beginning of year | 2021-12-31 | $6,182,152 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $60,333 |
Total interest from all sources | 2021-12-31 | $699 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $329,522 |
Participant contributions at end of year | 2021-12-31 | $14,363 |
Participant contributions at beginning of year | 2021-12-31 | $22,179 |
Participant contributions at end of year | 2021-12-31 | $-5,155 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $13,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $694,309 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,876,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,182,152 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $6,676,859 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $5,970,665 |
Interest on participant loans | 2021-12-31 | $699 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $19,675 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $74,990 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $860,596 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $171,780 |
Employer contributions (assets) at end of year | 2021-12-31 | $170,719 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $114,318 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $621,945 |
Contract administrator fees | 2021-12-31 | $60,333 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HAWKINS ASH CPAS LLP |
Accountancy firm EIN | 2021-12-31 | 390912608 |
2020 : AGILEX BUSINESS SOLUTIONS 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $825,966 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,035,826 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $214,555 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $164,976 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $339,488 |
Value of total assets at end of year | 2020-12-31 | $6,182,152 |
Value of total assets at beginning of year | 2020-12-31 | $4,534,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $49,579 |
Total interest from all sources | 2020-12-31 | $1,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $225,170 |
Participant contributions at end of year | 2020-12-31 | $22,179 |
Participant contributions at beginning of year | 2020-12-31 | $24,088 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $821,271 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,182,152 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,534,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $5,970,665 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $4,304,852 |
Interest on participant loans | 2020-12-31 | $1,047 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $74,990 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $70,189 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $695,291 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $114,318 |
Employer contributions (assets) at end of year | 2020-12-31 | $114,318 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $135,268 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $164,976 |
Contract administrator fees | 2020-12-31 | $49,579 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HAWKINS ASH CPAS LLP |
Accountancy firm EIN | 2020-12-31 | 390912608 |
2019 : AGILEX BUSINESS SOLUTIONS 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $3,808,875 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $812,833 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $90,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $61,872 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $432,285 |
Value of total assets at end of year | 2019-12-31 | $4,534,915 |
Value of total assets at beginning of year | 2019-12-31 | $3,669 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $28,590 |
Total interest from all sources | 2019-12-31 | $917 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $235,922 |
Participant contributions at end of year | 2019-12-31 | $24,088 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $518 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $61,095 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $722,371 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,534,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,669 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $4,304,852 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,669 |
Interest on participant loans | 2019-12-31 | $917 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $70,189 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $379,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $135,268 |
Employer contributions (assets) at end of year | 2019-12-31 | $135,268 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $61,872 |
Contract administrator fees | 2019-12-31 | $28,590 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HAWKINS ASH CPAS LLP |
Accountancy firm EIN | 2019-12-31 | 390912608 |