Lake Country Area Agency On Aging Inc Tsa Plan — Form 5500 plan (Lake Country 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, Lake Country Area Agency On Aging Inc Tsa Plan is a benefit plan reported by Lake Country Area Agency On Aging under EIN 54-1506078 and plan number 001. The latest loaded filing year is 2023. The filing reports 55 participants and $1,090,630 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,050,913
Participants55Covered participants reported
Assets / participant$19.8KComputed: assets ÷ participants$19,830 (computed)
Provider compensationNone reported
Plan sponsor
Lake Country Area Agency On Aging
EIN
54-1506078
Plan number
001
Plan type
2
Location
South Hill, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202355I20240729122314NAL0029733952001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$39.7K
Money in vs. money out
Total income / additions$143.5K
Total expenses$47.9K
Benefits paid / distributions$39.7K
Contributions
Employer$29.9K
Participant$3.5K
Full reported line items

Net assets

Total assets (EOY)
$1,090,630
Total liabilities (EOY)
$39,717
Net assets (EOY)
$1,050,913
Net assets (BOY)
$924,537

Income & contributions

Employer contributions
$29,861
Participant contributions
$3,518
Total income / additions
$143,508

Expenses & distributions

Benefits paid
$39,717
Administrative expenses
$7,956
Total expenses
$47,895
Net increase / (decrease)
$95,613
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 89%Participant 11%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income28%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages