401k Plan data: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN plan

AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AGILON HEALTH MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: AGILON HEALTH MANAGEMENT, INC.

Employer identification number (EIN): 812677797

NAIC Classification: 541519
NAIC Description: Other Computer Related Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JON GEZOTIS
001 2023-01-01
001 2023-01-01 JON GEZOTIS
001 2022-01-01
001 2022-01-01 PRESTON TRAVERSE
001 2021-01-01 TIM BENSLEY 2022-10-17 TIM BENSLEY 2022-10-17
001 2020-01-01 GLENN SOBOTKA 2021-10-14 GLENN SOBOTKA 2021-10-14
001 2019-01-01 THEODORE HALKIAS 2020-10-15 THEODORE HALKIAS 2020-10-15
001 2019-01-01 KENNETH BELLENDIR 2021-07-28 KENNETH BELLENDIR 2021-07-28
001 2018-01-01 KENNETH BELLENDIR 2019-10-15 KENNETH BELLENDIR 2019-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	JON GEZOTIS
001	2023-01-01
001	2023-01-01	JON GEZOTIS
001	2022-01-01
001	2022-01-01	PRESTON TRAVERSE
001	2021-01-01	TIM BENSLEY	2022-10-17	TIM BENSLEY	2022-10-17
001	2020-01-01	GLENN SOBOTKA	2021-10-14	GLENN SOBOTKA	2021-10-14
001	2019-01-01	THEODORE HALKIAS	2020-10-15	THEODORE HALKIAS	2020-10-15
001	2019-01-01	KENNETH BELLENDIR	2021-07-28	KENNETH BELLENDIR	2021-07-28
001	2018-01-01	KENNETH BELLENDIR	2019-10-15	KENNETH BELLENDIR	2019-10-15

Plan Statistics for AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 977
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 632
Number of retired or separated participants receiving benefits 2023-01-01 96
Number of other retired or separated participants entitled to future benefits 2023-01-01 266
Total of all active and inactive participants 2023-01-01 994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 994
Number of participants with account balances 2023-01-01 698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 25
2022: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 910
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 848
Number of retired or separated participants receiving benefits 2022-01-01 35
Number of other retired or separated participants entitled to future benefits 2022-01-01 94
Total of all active and inactive participants 2022-01-01 977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 977
Number of participants with account balances 2022-01-01 688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 836
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 515
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 395
Total of all active and inactive participants 2021-01-01 910
Total participants 2021-01-01 910
Number of participants with account balances 2021-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 51
2020: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 809
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 508
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 284
Total of all active and inactive participants 2020-01-01 792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 792
Number of participants with account balances 2020-01-01 664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 75
2019: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 662
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 636
Number of other retired or separated participants entitled to future benefits 2019-01-01 128
Total of all active and inactive participants 2019-01-01 764
Total participants 2019-01-01 764
Number of participants with account balances 2019-01-01 599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 58
2018: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 451
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 465
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 45
Total of all active and inactive participants 2018-01-01 510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 510
Number of participants with account balances 2018-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19

Measure	Date	Value
2023: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	977
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	632
Number of retired or separated participants receiving benefits	2023-01-01	96
Number of other retired or separated participants entitled to future benefits	2023-01-01	266
Total of all active and inactive participants	2023-01-01	994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	994
Number of participants with account balances	2023-01-01	698
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	25
2022: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	910
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	848
Number of retired or separated participants receiving benefits	2022-01-01	35
Number of other retired or separated participants entitled to future benefits	2022-01-01	94
Total of all active and inactive participants	2022-01-01	977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	977
Number of participants with account balances	2022-01-01	688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	836
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	515
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	395
Total of all active and inactive participants	2021-01-01	910
Total participants	2021-01-01	910
Number of participants with account balances	2021-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	51
2020: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	809
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	508
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	284
Total of all active and inactive participants	2020-01-01	792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	792
Number of participants with account balances	2020-01-01	664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	75
2019: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	662
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	636
Number of other retired or separated participants entitled to future benefits	2019-01-01	128
Total of all active and inactive participants	2019-01-01	764
Total participants	2019-01-01	764
Number of participants with account balances	2019-01-01	599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	58
2018: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	451
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	465
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	45
Total of all active and inactive participants	2018-01-01	510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	510
Number of participants with account balances	2018-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19

Financial Data on AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$0
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$24,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$18,928
Expenses. Interest paid	2023-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$13,519,440
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,134,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,965,284
Expenses. Certain deemed distributions of participant loans	2023-12-31	$0
Value of total corrective distributions	2023-12-31	$8,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$9,066,295
Value of total assets at end of year	2023-12-31	$32,965,815
Value of total assets at beginning of year	2023-12-31	$22,575,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$160,861
Total income from rents	2023-12-31	$0
Total interest from all sources	2023-12-31	$25,320
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$8,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$8,903
Assets. Real estate other than employer real property at end of year	2023-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$5,632,271
Participant contributions at end of year	2023-12-31	$497,729
Participant contributions at beginning of year	2023-12-31	$290,684
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$854,948
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$0
Assets. Loans (other than to participants) at end of year	2023-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$24,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$18,928
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$0
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash at beginning of year	2023-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$10,384,986
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$32,941,806
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$22,556,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Assets. partnership/joint venture interests at end of year	2023-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-12-31	$0
Investment advisory and management fees	2023-12-31	$113,497
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$91,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$66,360
Interest on participant loans	2023-12-31	$25,320
Income. Interest from loans (other than to participants)	2023-12-31	$0
Interest earned on other investments	2023-12-31	$0
Income. Interest from US Government securities	2023-12-31	$0
Income. Interest from corporate debt instruments	2023-12-31	$0
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$32,376,132
Value of interest in common/collective trusts at beginning of year	2023-12-31	$22,218,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Asset value of US Government securities at end of year	2023-12-31	$0
Asset value of US Government securities at beginning of year	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,915
Net investment gain/loss from pooled separate accounts	2023-12-31	$0
Net investment gain or loss from common/collective trusts	2023-12-31	$4,417,007
Net gain/loss from 103.12 investment entities	2023-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Assets. Invements in employer securities at end of year	2023-12-31	$0
Assets. Invements in employer securities at beginning of year	2023-12-31	$0
Assets. Value of employer real property at end of year	2023-12-31	$0
Assets. Value of employer real property at beginning of year	2023-12-31	$0
Contributions received in cash from employer	2023-12-31	$2,579,076
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Income. Dividends from preferred stock	2023-12-31	$0
Income. Dividends from common stock	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,965,284
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$0
Contract administrator fees	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-12-31	$0
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
Unrealized appreciation/depreciation of real estate assets	2023-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-01-01	$0
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$24,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$18,928
Total income from all sources (including contributions)	2023-01-01	$13,519,440
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$3,134,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$2,965,284
Expenses. Certain deemed distributions of participant loans	2023-01-01	$0
Value of total corrective distributions	2023-01-01	$8,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$9,066,295
Value of total assets at end of year	2023-01-01	$32,965,815
Value of total assets at beginning of year	2023-01-01	$22,575,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$160,861
Total income from rents	2023-01-01	$0
Total interest from all sources	2023-01-01	$25,320
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$8,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$8,903
Assets. Real estate other than employer real property at end of year	2023-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-01-01	$0
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$5,632,271
Participant contributions at end of year	2023-01-01	$497,729
Participant contributions at beginning of year	2023-01-01	$290,684
Participant contributions at end of year	2023-01-01	$0
Participant contributions at beginning of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at end of year	2023-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$854,948
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-01-01	$0
Assets. Loans (other than to participants) at end of year	2023-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2023-01-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-01-01	$24,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$18,928
Other income not declared elsewhere	2023-01-01	$0
Administrative expenses (other) incurred	2023-01-01	$0
Total non interest bearing cash at end of year	2023-01-01	$0
Total non interest bearing cash at beginning of year	2023-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Income. Non cash contributions	2023-01-01	$0
Value of net income/loss	2023-01-01	$10,384,986
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$32,941,806
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$22,556,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Assets. partnership/joint venture interests at end of year	2023-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2023-01-01	$0
Investment advisory and management fees	2023-01-01	$113,497
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$91,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$66,360
Interest on participant loans	2023-01-01	$25,320
Income. Interest from loans (other than to participants)	2023-01-01	$0
Interest earned on other investments	2023-01-01	$0
Income. Interest from US Government securities	2023-01-01	$0
Income. Interest from corporate debt instruments	2023-01-01	$0
Value of interest in master investment trust accounts at end of year	2023-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2023-01-01	$0
Value of interest in common/collective trusts at end of year	2023-01-01	$32,376,132
Value of interest in common/collective trusts at beginning of year	2023-01-01	$22,218,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-01-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-01-01	$0
Asset value of US Government securities at end of year	2023-01-01	$0
Asset value of US Government securities at beginning of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$1,915
Net investment gain/loss from pooled separate accounts	2023-01-01	$0
Net investment gain or loss from common/collective trusts	2023-01-01	$4,417,007
Net gain/loss from 103.12 investment entities	2023-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Assets. Invements in employer securities at end of year	2023-01-01	$0
Assets. Invements in employer securities at beginning of year	2023-01-01	$0
Assets. Value of employer real property at end of year	2023-01-01	$0
Assets. Value of employer real property at beginning of year	2023-01-01	$0
Contributions received in cash from employer	2023-01-01	$2,579,076
Employer contributions (assets) at end of year	2023-01-01	$0
Employer contributions (assets) at beginning of year	2023-01-01	$0
Income. Dividends from preferred stock	2023-01-01	$0
Income. Dividends from common stock	2023-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$2,965,284
Asset. Corporate debt instrument preferred debt at end of year	2023-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-01-01	$0
Contract administrator fees	2023-01-01	$0
Assets. Corporate common stocks other than exployer securities at end of year	2023-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at end of year	2023-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-01-01	$0
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-01-01	$0
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-01-01	410746749
2022 : AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$18,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$4,942,739
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,230,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,090,075
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$17,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,940,625
Value of total assets at end of year	2022-12-31	$22,575,748
Value of total assets at beginning of year	2022-12-31	$20,845,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$123,789
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$9,857
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$6,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$6,606
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,785,193
Participant contributions at end of year	2022-12-31	$290,684
Participant contributions at beginning of year	2022-12-31	$0
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$97,341
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,301,987
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$198,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$18,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$1,711,743
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,556,820
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$20,845,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$66,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$9,857
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$0
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$22,218,704
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$20,517,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$20,517,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,531
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-3,010,818
Net gain/loss from 103.12 investment entities	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$1,853,445
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$31,230
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,090,075
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$123,789
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
Unrealized appreciation/depreciation of real estate assets	2022-01-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-01-01	$0
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$18,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$4,942,739
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$3,230,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$3,090,075
Expenses. Certain deemed distributions of participant loans	2022-01-01	$0
Value of total corrective distributions	2022-01-01	$17,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$7,940,625
Value of total assets at end of year	2022-01-01	$22,575,748
Value of total assets at beginning of year	2022-01-01	$20,845,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$123,789
Total income from rents	2022-01-01	$0
Total interest from all sources	2022-01-01	$9,857
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$6,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$6,606
Assets. Real estate other than employer real property at end of year	2022-01-01	$0
Assets. Real estate other than employer real property at beginning of year	2022-01-01	$0
Administrative expenses professional fees incurred	2022-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-01-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-01-01	$0
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$4,785,193
Participant contributions at end of year	2022-01-01	$290,684
Participant contributions at beginning of year	2022-01-01	$0
Participant contributions at end of year	2022-01-01	$0
Participant contributions at beginning of year	2022-01-01	$97,341
Assets. Other investments not covered elsewhere at end of year	2022-01-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-01-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$1,301,987
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-01-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-01-01	$0
Assets. Loans (other than to participants) at end of year	2022-01-01	$0
Assets. Loans (other than to participants) at beginning of year	2022-01-01	$198,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$18,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-01-01	$0
Other income not declared elsewhere	2022-01-01	$0
Administrative expenses (other) incurred	2022-01-01	$0
Total non interest bearing cash at end of year	2022-01-01	$0
Total non interest bearing cash at beginning of year	2022-01-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Income. Non cash contributions	2022-01-01	$0
Value of net income/loss	2022-01-01	$1,711,743
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$22,556,820
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$20,845,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Assets. partnership/joint venture interests at end of year	2022-01-01	$0
Assets. partnership/joint venture interests at beginning of year	2022-01-01	$0
Investment advisory and management fees	2022-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$66,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$0
Interest on participant loans	2022-01-01	$9,857
Income. Interest from loans (other than to participants)	2022-01-01	$0
Interest earned on other investments	2022-01-01	$0
Income. Interest from US Government securities	2022-01-01	$0
Income. Interest from corporate debt instruments	2022-01-01	$0
Value of interest in master investment trust accounts at end of year	2022-01-01	$0
Value of interest in master investment trust accounts at beginning of year	2022-01-01	$0
Value of interest in common/collective trusts at end of year	2022-01-01	$22,218,704
Value of interest in common/collective trusts at beginning of year	2022-01-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-01-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-01-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-01-01	$0
Asset value of US Government securities at end of year	2022-01-01	$0
Asset value of US Government securities at beginning of year	2022-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-3,531
Net investment gain/loss from pooled separate accounts	2022-01-01	$0
Net investment gain or loss from common/collective trusts	2022-01-01	$-3,010,818
Net gain/loss from 103.12 investment entities	2022-01-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Assets. Invements in employer securities at end of year	2022-01-01	$0
Assets. Invements in employer securities at beginning of year	2022-01-01	$0
Assets. Value of employer real property at end of year	2022-01-01	$0
Assets. Value of employer real property at beginning of year	2022-01-01	$0
Contributions received in cash from employer	2022-01-01	$1,853,445
Employer contributions (assets) at end of year	2022-01-01	$0
Employer contributions (assets) at beginning of year	2022-01-01	$31,230
Income. Dividends from preferred stock	2022-01-01	$0
Income. Dividends from common stock	2022-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$3,090,075
Asset. Corporate debt instrument preferred debt at end of year	2022-01-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-01-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-01-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-01-01	$0
Contract administrator fees	2022-01-01	$123,789
Assets. Corporate common stocks other than exployer securities at end of year	2022-01-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-01-01	$0
Liabilities. Value of benefit claims payable at end of year	2022-01-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-01-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-01-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-01-01	$0
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Aggregate proceeds on sale of assets	2022-01-01	$0
Aggregate carrying amount (costs) on sale of assets	2022-01-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-01-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-01-01	$0
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2022-01-01	410746749
2021 : AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,477
Total income from all sources (including contributions)	2021-12-31	$7,953,389
Total of all expenses incurred	2021-12-31	$3,947,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,771,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,645,489
Value of total assets at end of year	2021-12-31	$20,845,077
Value of total assets at beginning of year	2021-12-31	$16,841,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$176,303
Total interest from all sources	2021-12-31	$11,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,242,026
Participant contributions at end of year	2021-12-31	$97,341
Participant contributions at beginning of year	2021-12-31	$12,489
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,318,829
Assets. Loans (other than to participants) at end of year	2021-12-31	$198,725
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$242,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,005,400
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$20,845,077
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,839,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,520,382
Interest on participant loans	2021-12-31	$11,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$20,517,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$66,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$66,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,296,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,084,634
Employer contributions (assets) at end of year	2021-12-31	$31,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,771,686
Contract administrator fees	2021-12-31	$176,303
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$1,477
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BPM
Accountancy firm EIN	2021-12-31	814234542
2020 : AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$45,542
Total income from all sources (including contributions)	2020-12-31	$6,407,150
Total of all expenses incurred	2020-12-31	$2,552,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,356,091
Value of total corrective distributions	2020-12-31	$43,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,156,634
Value of total assets at end of year	2020-12-31	$16,841,154
Value of total assets at beginning of year	2020-12-31	$13,030,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$152,714
Total interest from all sources	2020-12-31	$15,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,848,551
Participant contributions at end of year	2020-12-31	$12,489
Participant contributions at beginning of year	2020-12-31	$5,986
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$280,329
Assets. Loans (other than to participants) at end of year	2020-12-31	$242,037
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$256,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,854,845
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$16,839,677
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$12,984,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,520,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$12,767,094
Interest on participant loans	2020-12-31	$15,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$66,246
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,234,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,027,754
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,356,091
Contract administrator fees	2020-12-31	$152,714
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$1,477
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$45,542
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BPM
Accountancy firm EIN	2020-12-31	814234542
2019 : AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$7,281
Total income from all sources (including contributions)	2019-12-31	$5,611,729
Total of all expenses incurred	2019-12-31	$1,100,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$925,782
Value of total corrective distributions	2019-12-31	$29,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,775,125
Value of total assets at end of year	2019-12-31	$13,172,785
Value of total assets at beginning of year	2019-12-31	$8,668,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$145,594
Total interest from all sources	2019-12-31	$15,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,310,297
Participant contributions at end of year	2019-12-31	$76,807
Participant contributions at beginning of year	2019-12-31	$80,749
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$618,188
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$21,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Assets. Loans (other than to participants) at end of year	2019-12-31	$278,216
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$249,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$45,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$7,281
Total non interest bearing cash at end of year	2019-12-31	$378
Total non interest bearing cash at beginning of year	2019-12-31	$16,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,511,353
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,172,785
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,661,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$12,767,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,271,485
Interest on participant loans	2019-12-31	$15,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$16,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$16,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,821,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$846,640
Employer contributions (assets) at end of year	2019-12-31	$50,290
Employer contributions (assets) at beginning of year	2019-12-31	$50,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$904,372
Contract administrator fees	2019-12-31	$145,594
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$2,125,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,281
Total income from all sources (including contributions)	2018-12-31	$1,689,490
Total of all expenses incurred	2018-12-31	$449,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$416,844
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,008,380
Value of total assets at end of year	2018-12-31	$8,668,713
Value of total assets at beginning of year	2018-12-31	$5,296,031
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,994
Total interest from all sources	2018-12-31	$10,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$32,994
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,299,192
Participant contributions at end of year	2018-12-31	$80,749
Participant contributions at beginning of year	2018-12-31	$1,674
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$310,481
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$249,938
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$164,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$7,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,239,652
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,661,432
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,296,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,271,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,073,876
Income. Interest from loans (other than to participants)	2018-12-31	$10,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$16,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$34,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$34,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-329,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$398,707
Employer contributions (assets) at end of year	2018-12-31	$50,290
Employer contributions (assets) at beginning of year	2018-12-31	$21,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$416,844
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934

Form 5500 Responses for AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN

2023: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AGILON HEALTH, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	104394
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	104394
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	104394
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	104394
Policy instance	1

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Company Name:	AGILON HEALTH MANAGEMENT, INC.
Employer identification number (EIN):	812677797
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services