Agile Investments
Plan context: Agile Investments Retirement Plan
EIN 84-4135161 • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,696,817
2024 Contributions
$173,297
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $2,696,817 | $0 | - |
| Agile Investments Retirement Plan | - | 2 | $2,696,817 | - | - |
| 2023 | 1 | 1 | $2,954,305 | $0 | - |
| Agile Investments Retirement Plan | - | 1 | $2,954,305 | - | - |
| 2022 | 1 | 2 | $276,455 | $0 | - |
| Agile Investments Retirement Plan | - | 2 | $276,455 | - | - |
| 2021 | 1 | 2 | $145,651 | $173,297 | $86,649iApproximate average salary by contribution assumption: employee only about $2,166,213 at 4% or $1,444,142 at 6%; with 50% employer match about $1,444,142 at 4% or $962,761 at 6%; with 100% employer match about $1,083,106 at 4% or $722,071 at 6%. |
| Agile Investments Retirement Plan | - | 2 | $145,651 | $173,297 | $86,649iApproximate average salary by contribution assumption: employee only about $2,166,213 at 4% or $1,444,142 at 6%; with 50% employer match about $1,444,142 at 4% or $962,761 at 6%; with 100% employer match about $1,083,106 at 4% or $722,071 at 6%. |
| 2020 | 1 | 2 | $309,985 | $420,253 | $210,127iApproximate average salary by contribution assumption: employee only about $5,253,163 at 4% or $3,502,108 at 6%; with 50% employer match about $3,502,108 at 4% or $2,334,739 at 6%; with 100% employer match about $2,626,581 at 4% or $1,751,054 at 6%. |
| Agile Investments Retirement Plan | - | 2 | $309,985 | $420,253 | $210,127iApproximate average salary by contribution assumption: employee only about $5,253,163 at 4% or $3,502,108 at 6%; with 50% employer match about $3,502,108 at 4% or $2,334,739 at 6%; with 100% employer match about $2,626,581 at 4% or $1,751,054 at 6%. |