2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of The Senior Alliance Area Agency On Aging 1-C
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 20241008110923NAL0034472290001) for 403(B) Thrift Plan For Employees Of The Senior Alliance Area Agency On Aging 1-C, reported by The Senior Alliance Area Agenc under EIN 38-2322126 and plan number 002. It reports 185 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)$6.1MReported net assets$6,074,417
Participants185
Provider compensation$451 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008110923NAL0034472290001
- Plan sponsor
- The Senior Alliance Area Agenc
- EIN
- 38-2322126
- Plan number
- 002
- Location
- Wayne, MI
- Received date
- not reported in the loaded dataset
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)$6.1M total assets
Net assets$6.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,074,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,074,417
- Employer contributions
- $178,249
- Participant contributions
- $351,669
- Total income / additions
- $1,455,370
- Benefits paid
- $362,857
- Administrative expenses
- $45
- Total expenses
- $362,902
- Net increase / (decrease)
- $1,092,468
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $45 | $0 |