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, Region One, Incorporated 401(K) Plan is a benefit plan reported by Area Agency On Aging, Region One, Incorporated under EIN 74-2371957 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $9,354,214 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,354,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,354,214
- Net assets (BOY)
- $8,212,357
Income & contributions
- Employer contributions
- $539,083
- Participant contributions
- $611,459
- Total contributions
- $1,150,542
- Total income / additions
- $2,218,107
Expenses & distributions
- Benefits paid
- $976,991
- Administrative expenses
- $96,401
- Total expenses
- $1,076,250
- Net increase / (decrease)
- $1,141,857