How big is AGEE Inc.'s plan?

AGEE Inc.'s plan reported $511K in assets and 12 participants for 2024.

Original filing (PDF)20250320104253NAL0011111472001

AGEE Inc.

Name: AGEE Inc. — AGEE, Inc. Profit Sharing Plan, Form 5500 (2024)
Creator: AGEE Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGEE, Inc. Profit Sharing Plan

Defined-contribution retirement plan · AGEE Inc.'s AGEE, Inc. Profit Sharing Plan held $511K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

People on this filing

DOUG Jones signed AGEE Inc.'s 2024 Form 5500 as plan administrator.

DOUG Jones — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AGEE Inc.'s EIN is 54-1030453.

EIN 54-1030453

Plan number 001

Plan year 2024

ACK ID 20250320104253NAL0011111472001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AGEE Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AGEE Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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.

Plan sponsor

Name

AGEE INC

EIN

all filings

Address

1450 RADFORD ROAD · CHRISTIANSBURG, VA · 24073

Phone

(540) 382-2477

Industry

Supermarkets & Other Grocery Stores· Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-20

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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