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, 403(B) Thrift Plan For Employees Of Ageoptions, Inc. is a benefit plan reported by Ageoptions, Inc. under EIN 36-2806193 and plan number 002. The latest loaded filing year is 2023. The filing reports 165 participants and $5,320,568 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,320,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,320,568
- Net assets (BOY)
- $4,338,700
Income & contributions
- Employer contributions
- $256,591
- Participant contributions
- $248,124
- Total contributions
- $662,672
- Total income / additions
- $1,371,319
Expenses & distributions
- Benefits paid
- $389,205
- Administrative expenses
- $246
- Total expenses
- $389,451
- Net increase / (decrease)
- $981,868