Area Agency On Aging District 7 403b Plan — Form 5500 plan (Area Agency On Aging District 7)
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 District 7 403b Plan is a benefit plan reported by Area Agency On Aging District 7 under EIN 31-0971399 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $7,872,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Area Agency On Aging District 7
- EIN
- 31-0971399
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, OH
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $7,872,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241009090736NAL0010458643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,872,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,872,514
- Net assets (BOY)
- $6,690,234
Income & contributions
- Employer contributions
- $495,603
- Participant contributions
- $498,067
- Total contributions
- $1,047,087
- Total income / additions
- $2,097,903
Expenses & distributions
- Benefits paid
- $824,761
- Administrative expenses
- $88,524
- Total expenses
- $915,623
- Net increase / (decrease)
- $1,182,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America | INVESTMENT | $46,731 | not reported in the loaded dataset | 2023 |
| Nationwide | RECORD KEEPER | $23,799 | $347 | 2023 |
| Edward D.A. Sommer | INVESTMENT | $17,873 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Area Agency On Aging District 7
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Jackson, OH
- Securities America — Schedule C compensation
- Nationwide — Schedule C compensation
- Edward D.A. Sommer — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation