Direction Home Akron Canton Area Agency On Aging & Disabilities 401(K) Plan — Form 5500 plan (Direction Home Akron Canton Area Agency On Aging & Disabilities)
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, Direction Home Akron Canton Area Agency On Aging & Disabilities 401(K) Plan is a benefit plan reported by Direction Home Akron Canton Area Agency On Aging & Disabilities under EIN 34-1314654 and plan number 004. The latest loaded filing year is 2023. The filing reports 292 participants and $29,714,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Direction Home Akron Canton Area Agency On Aging & Disabilities
- EIN
- 34-1314654
- Plan number
- 004
- Plan type
- 2
- Location
- Uniontown, OH
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $29,714,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241014163219NAL0026719985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,714,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,714,899
- Net assets (BOY)
- $24,705,072
Income & contributions
- Employer contributions
- $1,567,677
- Participant contributions
- $842,921
- Total contributions
- $2,491,794
- Total income / additions
- $6,445,039
Expenses & distributions
- Benefits paid
- $1,406,820
- Administrative expenses
- $28,392
- Total expenses
- $1,435,212
- Net increase / (decrease)
- $5,009,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $22,327 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $6,065 | $0 | 2023 |