Profit Sharing · DOL Form 5500 · 2024

Agile Funding & Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

N/A
Total assets
1
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agile Funding & Investments, Inc. Retirement Plan · Sponsored by Agile Funding & Investments, Inc. · Virginia · Other Services

N/A in assets, 1 participants

Agile Funding & Investments, Inc.'s Agile Funding & Investments, Inc. Retirement Plan reported N/A in total assets and 1 participant in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2024 filing shows

Agile Funding & Investments, Inc. Retirement Plan holds N/A for 1 participant.

-$138K
reported net income

The plan reported a net loss of $138K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Agile Funding & Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agile Funding & Investments, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agile Funding & Investments, Inc. Retirement Plan reported net income fell from $3K in the plan year 2023 filing to -$138K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 873210622 · Agile Funding & Investments, Inc. PY 2024 · Profit Sharing

Agile Funding & Investments, Inc. Retirement Plan · N/A · 1

  • EIN N/A
  • EIN 1
  • EIN PY 2024
  • EIN Profit Sharing
  • EIN near Gerald L. Bowen, P.C. Profit Sharing Plan
  • EIN -$138K

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Virginia →

Filing particulars (2024)

Total Assets (Beginning of Year)$138K
Net Assets (End of Year)N/A
Net Income-$138K
Employer EIN873210622
Plan Effective Date2021-10-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Agile Funding & Investments, Inc.)

Sponsor-wide plan assets over time

All Agile Funding & Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $135K
2023 1 1 $138K
2024 1 1 N/A

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Agile Funding & Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 5 data points. 0200040006000 00.511.5 Total assets ($B) Participants Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Agile Funding & Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Agile Funding & Investments, Inc. Retirement Plan's closest out-of-state Profit Sharing peers by headcount

Outside Virginia, the nearest Profit Sharing by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant; this filing: 1 participant).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which Profit Sharing plans cover a similar participant headcount to Agile Funding & Investments, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).