Region Vii 401(K) Retirement Plan — Form 5500 plan (Region Vii Area Agency On Aging)
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, Region Vii 401(K) Retirement Plan is a benefit plan reported by Region Vii Area Agency On Aging under EIN 38-2077462 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $4,833,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Region Vii Area Agency On Aging
- EIN
- 38-2077462
- Plan number
- 001
- Plan type
- 2
- Location
- Bay City, MI
- Latest filing year
- 2023
- Participants
- 253
- End-of-year plan assets
- $4,833,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 253 | H, C | 20250715133140NAL0001658227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,833,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,833,094
- Net assets (BOY)
- $3,908,499
Income & contributions
- Employer contributions
- $502,282
- Participant contributions
- $287,959
- Total contributions
- $790,241
- Total income / additions
- $1,646,554
Expenses & distributions
- Benefits paid
- $697,016
- Administrative expenses
- $24,943
- Total expenses
- $721,959
- Net increase / (decrease)
- $924,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $10,525 | not reported in the loaded dataset | 2023 |