Psa 3 Agency On Aging, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Psa 3 Agency On Aging, Inc. (EIN 34-1160526) is a plan sponsor located in Lima, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-1160526
Location
Lima, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,314,890
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$3,314,890

Contributions & income

Employer contributions
$123,150
Participant contributions
$161,574
Total income / additions
$755,623

Expenses & distributions

Benefits paid / distributions
$213,888
Total expenses
$215,364
Net increase / (decrease)
$540,259

Coverage

Total reported participants
286
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Psa 3 Agency On Aging, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
403(B) Thrift Plan For Employees Of Psa 3 Agency On Aging, Inc.001173$3,314,8902023
Area Agency On Aging 3 Health And Welfare Benefit Plan501113not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Psa 3 Agency On Aging, Inc.
YearPlanParticipantsSchedulesFiling
2023Area Agency On Aging 3 Health And Welfare Benefit Plan113C20240711085323NAL0010226915001
2023403(B) Thrift Plan For Employees Of Psa 3 Agency On Aging, Inc.173H, C20241003121037NAL0005702643001

Related Form 5500 pages