Area Agency On Aging Of Southeast Arkansas Retirement Plan — Form 5500 plan (Area Agency On Aging Of Southeast Arkansas)

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, Area Agency On Aging Of Southeast Arkansas Retirement Plan is a benefit plan reported by Area Agency On Aging Of Southeast Arkansas under EIN 71-0521880 and plan number 002. The latest loaded filing year is 2023. The filing reports 340 participants and $3,255,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Area Agency On Aging Of Southeast Arkansas
EIN
71-0521880
Plan number
002
Plan type
2
Location
Pine Bluff, AR
Latest filing year
2023
Participants
340
End-of-year plan assets
$3,255,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023340H, C20241015155206NAL0029005489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,255,811
Total liabilities (EOY)
$0
Net assets (EOY)
$3,255,811
Net assets (BOY)
$3,052,721

Income & contributions

Employer contributions
$149,097
Participant contributions
$195,756
Total contributions
$344,853
Total income / additions
$611,006

Expenses & distributions

Benefits paid
$397,251
Administrative expenses
$5,211
Total expenses
$407,916
Net increase / (decrease)
$203,090

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Metlife Life Insurance CompanyRECORDKEEPER$5,211$02023

Related Form 5500 pages