2023 Form 5500 filing — Area Agency On Aging, Psa2 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001061714NAL0011810304001) for Area Agency On Aging, Psa2 403(B) Plan, reported by Area Agency On Aging, Psa2 under EIN 31-1361630 and plan number 002. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001061714NAL0011810304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Area Agency On Aging, Psa2
- EIN
- 31-1361630
- Plan number
- 002
- Location
- Dayton, OH
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,311,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,311,583
- Employer contributions
- $565,966
- Participant contributions
- $567,463
- Total income / additions
- $3,035,264
- Benefits paid
- $776,549
- Administrative expenses
- $89,827
- Total expenses
- $921,320
- Net increase / (decrease)
- $2,113,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Wealth Advisors, LLC | INVESTMENT ADVISOR | $46,459 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $41,014 | $0 |
| Clark Schaefer Hackett & Co | CONTRACT ADMIN | $2,140 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGT | $869 | not reported in the loaded dataset |