2023 Form 5500 filing — Ohio District 5 Area Agency On Aging 403b 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 20241011064939NAL0012232675001) for Ohio District 5 Area Agency On Aging 403b Retirement Plan, reported by Ohio District 5 Area Agency On Aging under EIN 34-1617183 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011064939NAL0012232675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio District 5 Area Agency On Aging
- EIN
- 34-1617183
- Plan number
- 001
- Location
- Ontario, OH
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,957,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,957,274
- Employer contributions
- $172,104
- Participant contributions
- $196,360
- Total income / additions
- $809,181
- Benefits paid
- $175,040
- Administrative expenses
- $45,435
- Total expenses
- $226,892
- Net increase / (decrease)
- $582,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORD KEEPER | $39,141 | $0 |
| Securities American, Inc. | INVESTMENT | $0 | $27,626 |
| Edward D. A. Sommer | INVESTMENT | $5,793 | not reported in the loaded dataset |
| Opoc.Us | TPA | $500 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $125 | $0 |