Ageoptions, 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, Ageoptions, Inc. (EIN 36-2806193) is a plan sponsor located in Oak Park, IL with 1 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
36-2806193
Location
Oak Park, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,320,568
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,320,568

Contributions & income

Employer contributions
$256,591
Participant contributions
$248,124
Total income / additions
$1,371,319

Expenses & distributions

Benefits paid / distributions
$389,205
Total expenses
$389,451
Net increase / (decrease)
$981,868

Coverage

Total reported participants
165
Plans with financial statements
1
Plans with provider compensation
1

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

Ageoptions, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
403(B) Thrift Plan For Employees Of Ageoptions, Inc.002165$5,320,5682023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ageoptions, Inc.
YearPlanParticipantsSchedulesFiling
2023403(B) Thrift Plan For Employees Of Ageoptions, Inc.165H, C20240731150340NAL0036926592001

Related Form 5500 pages