2023 Form 5500 filing — Area Agency On Aging Region 9 Inc. 403(B) 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 20240913121917NAL0009904465001) for Area Agency On Aging Region 9 Inc. 403(B) Plan, reported by Area Agency On Aging Region 9 Inc. under EIN 31-0887396 and plan number 003. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913121917NAL0009904465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Area Agency On Aging Region 9 Inc.
- EIN
- 31-0887396
- Plan number
- 003
- Location
- Cambridge, OH
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,599,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,599,620
- Employer contributions
- $771,207
- Participant contributions
- $320,166
- Total income / additions
- $2,613,655
- Benefits paid
- $459,922
- Administrative expenses
- $50,528
- Total expenses
- $510,450
- Net increase / (decrease)
- $2,103,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Service Company | RECORDKEEPER | $50,528 | $0 |
| Global Retirement Partners | INVESTMENT ADVISORY | $17,745 | $0 |