Agile CFO Solutions
Plan context: Agile CFO Solutions 401(K) Plan
EIN 82-1402849 • Zionsville, IN • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$460,577
2025 Contributions
$109,767
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 15 | $460,577 | $109,767 | $7,318iApproximate average salary by contribution assumption: employee only about $182,945 at 4% or $121,963 at 6%; with 50% employer match about $121,963 at 4% or $81,309 at 6%; with 100% employer match about $91,473 at 4% or $60,982 at 6%. |
| Agile CFO Solutions 401(K) Plan | - | 15 | $460,577 | $109,767 | $7,318iApproximate average salary by contribution assumption: employee only about $182,945 at 4% or $121,963 at 6%; with 50% employer match about $121,963 at 4% or $81,309 at 6%; with 100% employer match about $91,473 at 4% or $60,982 at 6%. |
| 2024 | 1 | 14 | $288,932 | $117,121 | $8,366iApproximate average salary by contribution assumption: employee only about $209,145 at 4% or $139,430 at 6%; with 50% employer match about $139,430 at 4% or $92,953 at 6%; with 100% employer match about $104,572 at 4% or $69,715 at 6%. |
| Agile CFO Solutions 401(K) Plan | - | 14 | $288,932 | $117,121 | $8,366iApproximate average salary by contribution assumption: employee only about $209,145 at 4% or $139,430 at 6%; with 50% employer match about $139,430 at 4% or $92,953 at 6%; with 100% employer match about $104,572 at 4% or $69,715 at 6%. |
| 2023 | 1 | 12 | $149,961 | $56,339 | $4,695iApproximate average salary by contribution assumption: employee only about $117,373 at 4% or $78,249 at 6%; with 50% employer match about $78,249 at 4% or $52,166 at 6%; with 100% employer match about $58,686 at 4% or $39,124 at 6%. |
| Agile CFO Solutions 401(K) Plan | - | 12 | $149,961 | $56,339 | $4,695iApproximate average salary by contribution assumption: employee only about $117,373 at 4% or $78,249 at 6%; with 50% employer match about $78,249 at 4% or $52,166 at 6%; with 100% employer match about $58,686 at 4% or $39,124 at 6%. |
| 2022 | 1 | 11 | $85,364 | $63,685 | $5,790iApproximate average salary by contribution assumption: employee only about $144,739 at 4% or $96,492 at 6%; with 50% employer match about $96,492 at 4% or $64,328 at 6%; with 100% employer match about $72,369 at 4% or $48,246 at 6%. |
| Agile CFO Solutions 401(K) Plan | - | 11 | $85,364 | $63,685 | $5,790iApproximate average salary by contribution assumption: employee only about $144,739 at 4% or $96,492 at 6%; with 50% employer match about $96,492 at 4% or $64,328 at 6%; with 100% employer match about $72,369 at 4% or $48,246 at 6%. |
| 2021 | 1 | 6 | $29,683 | $30,154 | $5,026iApproximate average salary by contribution assumption: employee only about $125,642 at 4% or $83,761 at 6%; with 50% employer match about $83,761 at 4% or $55,841 at 6%; with 100% employer match about $62,821 at 4% or $41,881 at 6%. |
| Agile CFO Solutions 401(K) Plan | - | 6 | $29,683 | $30,154 | $5,026iApproximate average salary by contribution assumption: employee only about $125,642 at 4% or $83,761 at 6%; with 50% employer match about $83,761 at 4% or $55,841 at 6%; with 100% employer match about $62,821 at 4% or $41,881 at 6%. |