2023 Form 5500 filing — Active Aging, Inc. Retirement 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 20241007121623NAL0031690306001) for Active Aging, Inc. Retirement Plan, reported by Active Aging, Inc. under EIN 25-1500945 and plan number 001. It reports 47 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,224,869
Participants47
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007121623NAL0031690306001
Plan sponsor
Active Aging, Inc.
EIN
25-1500945
Plan number
001
Location
Meadville, PA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities
Money in vs. money out
Total income / additions$870.7K
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$97K
Participant$153.2K
Full reported line items
Total assets (EOY)
$4,224,869
Net assets (EOY)
$4,224,869
Employer contributions
$97,033
Participant contributions
$153,204
Total income / additions
$870,656
Benefits paid
$1,285,595
Administrative expenses
$0
Total expenses
$1,286,830
Net increase / (decrease)
-$416,174

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007121623NAL0031690306001 cover?
It is the 2023 Form 5500 filing for Active Aging, Inc. Retirement Plan, reported by Active Aging, Inc. (EIN 25-1500945).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages