2023 Form 5500 filing — Area Agency On Aging Of Northwest Arkansas, 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 20241015084400NAL0029046993001) for Area Agency On Aging Of Northwest Arkansas, Inc. Retirement Plan, reported by Area Agency On Aging Of Northwest Arkansas, Inc. under EIN 71-0521887 and plan number 002. It reports 478 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)$4.4MReported net assets$4,416,344
Participants478
Provider compensation$18.8K2 Schedule C row(s)$18,829
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015084400NAL0029046993001
- Plan sponsor
- Area Agency On Aging Of Northwest Arkansas, Inc.
- EIN
- 71-0521887
- Plan number
- 002
- Location
- Harrison, AR
- 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)$4.4M total assets
Net assets$4.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,416,344
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,416,344
- Employer contributions
- $171,190
- Participant contributions
- $245,893
- Total income / additions
- $1,002,539
- Benefits paid
- $387,050
- Administrative expenses
- $36,646
- Total expenses
- $423,696
- Net increase / (decrease)
- $578,843
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | CUSTODIAN/RECORDKEEPER | $10,579 | not reported in the loaded dataset |
| Meridian Investment Advisors | ADVISOR | $8,250 | not reported in the loaded dataset |