Plain-English plan 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, National Council On Aging, Inc. 403(B) Plan is a benefit plan reported by National Council On Aging, Inc. under EIN 13-1932384 and plan number 002. The latest loaded filing year is 2023. The filing reports 111 participants and $14,518,004 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,518,004
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,518,004
- Net assets (BOY)
- $12,034,120
Income & contributions
- Employer contributions
- $596,163
- Participant contributions
- $838,860
- Total contributions
- $2,043,204
- Total income / additions
- $3,986,081
Expenses & distributions
- Benefits paid
- $1,464,291
- Administrative expenses
- $37,906
- Total expenses
- $1,502,197
- Net increase / (decrease)
- $2,483,884