Area Agency On Aging, Psa2 403(B) Plan — Form 5500 plan (Area Agency On Aging, Psa2)
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, Psa2 403(B) Plan is a benefit plan reported by Area Agency On Aging, Psa2 under EIN 31-1361630 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $13,311,583 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Area Agency On Aging, Psa2
- EIN
- 31-1361630
- Plan number
- 002
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $13,311,583
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241001061714NAL0011810304001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,311,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,311,583
- Net assets (BOY)
- $11,197,639
Income & contributions
- Employer contributions
- $565,966
- Participant contributions
- $567,463
- Total contributions
- $1,136,416
- Total income / additions
- $3,035,264
Expenses & distributions
- Benefits paid
- $776,549
- Administrative expenses
- $89,827
- Total expenses
- $921,320
- Net increase / (decrease)
- $2,113,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner Wealth Advisors, LLC | INVESTMENT ADVISOR | $46,459 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $41,014 | $0 | 2023 |
| Clark Schaefer Hackett & Co | CONTRACT ADMIN | $2,140 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group | INVESTMENT MGT | $869 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Area Agency On Aging, Psa2
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Mariner Wealth Advisors, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Clark Schaefer Hackett & Co — Schedule C compensation
- Empower Advisory Group — Schedule C compensation