2023 Form 5500 filing — Area Agency On Aging 1-B 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240719080901NAL0003752851001) for Area Agency On Aging 1-B 401(K) Plan, reported by Area Agency On Aging 1-B under EIN 38-2729505 and plan number 002. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,489,713
Participants205
Provider compensation$34.6K2 Schedule C row(s)$34,601
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240719080901NAL0003752851001
Plan sponsor
Area Agency On Aging 1-B
EIN
38-2729505
Plan number
002
Location
Southfield, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$135.2K
Participant$510.4K
Full reported line items
Total assets (EOY)
$6,489,713
Total liabilities (EOY)
$0
Net assets (EOY)
$6,489,713
Employer contributions
$135,155
Participant contributions
$510,373
Total income / additions
$1,682,663
Benefits paid
$1,080,658
Administrative expenses
$36,379
Total expenses
$1,117,037
Net increase / (decrease)
$565,626
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $18.2K · Indirect $0
  2. 2
    ADVISOR · Direct $16.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719080901NAL0003752851001 cover?
It is the 2023 Form 5500 filing for Area Agency On Aging 1-B 401(K) Plan, reported by Area Agency On Aging 1-B (EIN 38-2729505).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages