Ohio District 5 Area Agency On Aging 403b Retirement Plan — Form 5500 plan (Ohio District 5 Area Agency On Aging)
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, Ohio District 5 Area Agency On Aging 403b Retirement Plan is a benefit plan reported by Ohio District 5 Area Agency On Aging under EIN 34-1617183 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $2,957,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio District 5 Area Agency On Aging
- EIN
- 34-1617183
- Plan number
- 001
- Plan type
- 2
- Location
- Ontario, OH
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $2,957,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241011064939NAL0012232675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,957,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,957,274
- Net assets (BOY)
- $2,374,985
Income & contributions
- Employer contributions
- $172,104
- Participant contributions
- $196,360
- Total contributions
- $368,464
- Total income / additions
- $809,181
Expenses & distributions
- Benefits paid
- $175,040
- Administrative expenses
- $45,435
- Total expenses
- $226,892
- Net increase / (decrease)
- $582,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORD KEEPER | $39,141 | $0 | 2023 |
| Securities American, Inc. | INVESTMENT | $0 | $27,626 | 2023 |
| Edward D. A. Sommer | INVESTMENT | $5,793 | not reported in the loaded dataset | 2023 |
| Opoc.Us | TPA | $500 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $125 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio District 5 Area Agency On Aging
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Ontario, OH
- Nationwide — Schedule C compensation
- Securities American, Inc. — Schedule C compensation
- Edward D. A. Sommer — Schedule C compensation
- Opoc.Us — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation