Area Agency On Aging Region 9 Inc. 403(B) Plan — Form 5500 plan (Area Agency On Aging Region 9 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 Agency On Aging Region 9 Inc. 403(B) Plan is a benefit plan reported by Area Agency On Aging Region 9 Inc. under EIN 31-0887396 and plan number 003. The latest loaded filing year is 2023. The filing reports 159 participants and $8,599,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Area Agency On Aging Region 9 Inc.
- EIN
- 31-0887396
- Plan number
- 003
- Plan type
- 2
- Location
- Cambridge, OH
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $8,599,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20240913121917NAL0009904465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,599,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,599,620
- Net assets (BOY)
- $6,496,415
Income & contributions
- Employer contributions
- $771,207
- Participant contributions
- $320,166
- Total contributions
- $1,418,634
- Total income / additions
- $2,613,655
Expenses & distributions
- Benefits paid
- $459,922
- Administrative expenses
- $50,528
- Total expenses
- $510,450
- Net increase / (decrease)
- $2,103,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Service Company | RECORDKEEPER | $50,528 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT ADVISORY | $17,745 | $0 | 2023 |