2023 Form 5500 filing — Direction Home Akron Canton Area Agency On Aging & Disabilities 401(K) 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 20241014163219NAL0026719985001) for Direction Home Akron Canton Area Agency On Aging & Disabilities 401(K) Plan, reported by Direction Home Akron Canton Area Agency On Aging & Disabilities under EIN 34-1314654 and plan number 004. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163219NAL0026719985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Direction Home Akron Canton Area Agency On Aging & Disabilities
- EIN
- 34-1314654
- Plan number
- 004
- Location
- Uniontown, OH
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,714,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,714,899
- Employer contributions
- $1,567,677
- Participant contributions
- $842,921
- Total income / additions
- $6,445,039
- Benefits paid
- $1,406,820
- Administrative expenses
- $28,392
- Total expenses
- $1,435,212
- Net increase / (decrease)
- $5,009,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $22,327 | $0 |
| Newport Trust Company | TRUSTEE | $6,065 | $0 |