Plan5500

Area Agency On Aging Of Northwest Arkansas, Inc. Retirement Plan — Form 5500 plan (Area Agency On Aging Of Northwest Arkansas, Inc.)

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 Northwest Arkansas, Inc. Retirement Plan is a benefit plan reported by Area Agency On Aging Of Northwest Arkansas, Inc. under EIN 71-0521887 and plan number 002. The latest loaded filing year is 2023. The filing reports 478 participants and $4,416,344 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.4MPlan net assets, end of year$4,416,344
Participants478Covered participants reported
Assets / participant$9.2KComputed: assets ÷ participants$9,239 (computed)
Provider compensation$18.8K2 Schedule C provider row(s)$18,829
Plan sponsor
Area Agency On Aging Of Northwest Arkansas, Inc.
EIN
71-0521887
Plan number
002
Plan type
2
Location
Harrison, AR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023478H, C20241015084400NAL0029046993001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$423.7K
Benefits paid / distributions$387.1K
Contributions
Employer$171.2K
Participant$245.9K
Full reported line items

Net assets

Total assets (EOY)
$4,416,344
Total liabilities (EOY)
$0
Net assets (EOY)
$4,416,344
Net assets (BOY)
$3,837,501

Income & contributions

Employer contributions
$171,190
Participant contributions
$245,893
Total contributions
$417,083
Total income / additions
$1,002,539

Expenses & distributions

Benefits paid
$387,050
Administrative expenses
$36,646
Total expenses
$423,696
Net increase / (decrease)
$578,843
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.CUSTODIAN/RECORDKEEPER$10,579not reported in the loaded dataset2023
Meridian Investment AdvisorsADVISOR$8,250not reported in the loaded dataset2023

Related Form 5500 pages