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
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.
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 EIN | 873210622 |
| Plan Effective Date | 2021-10-29 |
| Filing Status | FILING 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
| 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.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
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.