Original filing (PDF)20241011102115NAL0021662721001

AG1 FINANCIAL INC

Name: AG1 FINANCIAL INC — AG1 FINANCIAL INC 401(K)PROFIT SHARING PLAN, Form 5500 (2023)
Creator: AG1 FINANCIAL INC

Form 5500-SF

FILING_RECEIVED

AG1 FINANCIAL INC 401(K)PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AG1 FINANCIAL INC.

Plan sponsor

Name

AG1 FINANCIAL INC

EIN

45-4582684

Address

302 3RD ST STE 2 · NEPTUNE BEACH, FL · 322665139

Phone

(904) 429-4748

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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