2023 Form 5500 filing — Council On Aging & All Care, Inc. 401(K) Retirement & Savings 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 20240719091622NAL0011655184001) for Council On Aging & All Care, Inc. 401(K) Retirement & Savings Plan, reported by Council On Aging, Inc. under EIN 55-0531508 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,051,813
Participants166
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240719091622NAL0011655184001
Plan sponsor
Council On Aging, Inc.
EIN
55-0531508
Plan number
001
Location
Mullens, WV
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)$1.1M total assets
Net assets$1.1MLiabilities$2.8K
Money in vs. money out
Total income / additions$247.2K
Total expenses$126.6K
Benefits paid / distributions$121.7K
Contributions
Employer$38.4K
Participant$79.7K
Full reported line items
Total assets (EOY)
$1,054,657
Total liabilities (EOY)
$2,844
Net assets (EOY)
$1,051,813
Employer contributions
$38,360
Participant contributions
$79,709
Total income / additions
$247,161
Benefits paid
$121,713
Administrative expenses
$4,853
Total expenses
$126,566
Net increase / (decrease)
$120,595

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240719091622NAL0011655184001 cover?
It is the 2023 Form 5500 filing for Council On Aging & All Care, Inc. 401(K) Retirement & Savings Plan, reported by Council On Aging, Inc. (EIN 55-0531508).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages