Area Five Agency 401(K) Plan — Form 5500 plan (Area Five Agency On Aging & Community Services, Inc.)
Plain-English plan 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, Area Five Agency 401(K) Plan is a benefit plan reported by Area Five Agency On Aging & Community Services, Inc. under EIN 23-7444508 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $3,064,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Area Five Agency On Aging & Community Services, Inc.
- EIN
- 23-7444508
- Plan number
- 003
- Plan type
- 2
- Location
- Logansport, IN
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $3,064,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H | 20240717114747NAL0002337779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,064,974
- Total liabilities (EOY)
- $34
- Net assets (EOY)
- $3,064,940
- Net assets (BOY)
- $2,624,701
Income & contributions
- Employer contributions
- $163,504
- Participant contributions
- $82,512
- Total contributions
- $280,201
- Total income / additions
- $686,712
Expenses & distributions
- Benefits paid
- $232,838
- Administrative expenses
- $13,371
- Total expenses
- $246,473
- Net increase / (decrease)
- $440,239
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.