401k Plan data: AREA AGENCY ON AGING, PSA2 403(B) PLAN plan

AREA AGENCY ON AGING, PSA2 403(B) PLAN 401k Plan overview

Plan Name	AREA AGENCY ON AGING, PSA2 403(B) PLAN
Plan identification number	002

AREA AGENCY ON AGING, PSA2 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AREA AGENCY ON AGING, PSA2 has sponsored the creation of one or more 401k plans.

Company Name: AREA AGENCY ON AGING, PSA2

Employer identification number (EIN): 311361630

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA AGENCY ON AGING, PSA2 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DOUG MCGARRY 2024-09-30
002 2022-01-01 DOUG MCGARRY 2023-09-21
002 2021-01-01 DOUG MCGARRY 2022-09-15
002 2020-01-01 DOUG MCGARRY 2021-09-23
002 2019-01-01 DOUG MCGARRY 2020-09-14
002 2018-01-01 DOUG MCGARRY 2019-09-12
002 2017-01-01
002 2016-01-01
002 2015-01-01 DOUG MCGARRY
002 2014-01-01 DOUG MCGARRY
002 2013-01-01 DOUG MCGARRY
002 2012-01-01 DOUG MCGARRY
002 2011-01-01 DOUG MCGARRY
002 2010-01-01 MOLLY HILL
002 2009-01-01 DOUG MCGARRY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DOUG MCGARRY	2024-09-30
002	2022-01-01	DOUG MCGARRY	2023-09-21
002	2021-01-01	DOUG MCGARRY	2022-09-15
002	2020-01-01	DOUG MCGARRY	2021-09-23
002	2019-01-01	DOUG MCGARRY	2020-09-14
002	2018-01-01	DOUG MCGARRY	2019-09-12
002	2017-01-01
002	2016-01-01
002	2015-01-01	DOUG MCGARRY
002	2014-01-01	DOUG MCGARRY
002	2013-01-01	DOUG MCGARRY
002	2012-01-01	DOUG MCGARRY
002	2011-01-01	DOUG MCGARRY
002	2010-01-01	MOLLY HILL
002	2009-01-01	DOUG MCGARRY

Plan Statistics for AREA AGENCY ON AGING, PSA2 403(B) PLAN

401k plan membership statisitcs for AREA AGENCY ON AGING, PSA2 403(B) PLAN

Measure Date Value
2023: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 151
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 37
Total of all active and inactive participants 2023-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 189
Number of participants with account balances 2023-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 138
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 182
Number of participants with account balances 2022-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 135
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 185
Number of participants with account balances 2021-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 146
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 181
Number of participants with account balances 2020-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 144
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 176
Number of participants with account balances 2019-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 135
Number of other retired or separated participants entitled to future benefits 2018-01-01 58
Total of all active and inactive participants 2018-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 193
Number of participants with account balances 2018-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 136
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 53
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 189
Number of participants with account balances 2017-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 129
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 181
Number of participants with account balances 2016-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 128
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 41
Total of all active and inactive participants 2015-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 169
Number of participants with account balances 2015-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 138
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 161
Number of participants with account balances 2014-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 134
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 31
Total of all active and inactive participants 2013-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 165
Number of participants with account balances 2013-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 134
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 36
Total of all active and inactive participants 2012-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 170
Number of participants with account balances 2012-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 135
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 163
Number of participants with account balances 2011-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 127
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 16
Total of all active and inactive participants 2010-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 143
Number of participants with account balances 2010-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 117
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 158
Number of participants with account balances 2009-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	151
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	37
Total of all active and inactive participants	2023-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	189
Number of participants with account balances	2023-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	138
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	182
Number of participants with account balances	2022-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	135
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	185
Number of participants with account balances	2021-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	146
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	181
Number of participants with account balances	2020-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	144
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	176
Number of participants with account balances	2019-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	135
Number of other retired or separated participants entitled to future benefits	2018-01-01	58
Total of all active and inactive participants	2018-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	193
Number of participants with account balances	2018-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	136
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	53
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	189
Number of participants with account balances	2017-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	129
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	181
Number of participants with account balances	2016-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	128
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	41
Total of all active and inactive participants	2015-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	169
Number of participants with account balances	2015-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	138
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	161
Number of participants with account balances	2014-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	134
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	31
Total of all active and inactive participants	2013-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	165
Number of participants with account balances	2013-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	134
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	36
Total of all active and inactive participants	2012-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	170
Number of participants with account balances	2012-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	135
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	163
Number of participants with account balances	2011-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	127
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	16
Total of all active and inactive participants	2010-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	143
Number of participants with account balances	2010-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	117
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	158
Number of participants with account balances	2009-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AREA AGENCY ON AGING, PSA2 403(B) PLAN

Measure	Date	Value
2022 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-859,064
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,726,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,635,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,212,933
Value of total assets at end of year	2022-12-31	$11,197,639
Value of total assets at beginning of year	2022-12-31	$13,783,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$91,447
Total interest from all sources	2022-12-31	$6,493
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$318,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$318,854
Administrative expenses professional fees incurred	2022-12-31	$91,447
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$572,246
Participant contributions at end of year	2022-12-31	$194,779
Participant contributions at beginning of year	2022-12-31	$58,847
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$82,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,585,737
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,197,639
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,783,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,611,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,563,666
Interest on participant loans	2022-12-31	$6,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$391,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,160,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,397,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$558,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,635,226
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN	2022-12-31	310800053
2021 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,676,990
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$487,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$400,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,226,013
Value of total assets at end of year	2021-12-31	$13,783,376
Value of total assets at beginning of year	2021-12-31	$11,594,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$87,085
Total interest from all sources	2021-12-31	$2,799
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,607,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,607,804
Administrative expenses professional fees incurred	2021-12-31	$87,085
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$572,564
Participant contributions at end of year	2021-12-31	$58,847
Participant contributions at beginning of year	2021-12-31	$39,358
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$109,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,189,000
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,783,376
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,594,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$12,563,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,395,197
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$39,702
Interest on participant loans	2021-12-31	$2,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,160,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,120,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-159,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$544,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$400,905
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN	2021-12-31	310800053
2020 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$3,144
Total unrealized appreciation/depreciation of assets	2020-12-31	$3,144
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,433,965
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$543,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$474,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,063,300
Value of total assets at end of year	2020-12-31	$11,594,376
Value of total assets at beginning of year	2020-12-31	$9,703,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$68,995
Total interest from all sources	2020-12-31	$16,970
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$301,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$301,492
Administrative expenses professional fees incurred	2020-12-31	$68,995
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$529,015
Participant contributions at end of year	2020-12-31	$39,358
Participant contributions at beginning of year	2020-12-31	$56,552
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$8,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,890,536
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,594,376
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,703,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,395,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,538,798
Value of interest in pooled separate accounts at end of year	2020-12-31	$39,702
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$40,194
Interest on participant loans	2020-12-31	$2,891
Interest earned on other investments	2020-12-31	$14,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,120,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,068,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,049,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$525,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$474,434
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN	2020-12-31	310800053
2019 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,288,680
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,288,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,426,124
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$448,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$363,915
Expenses. Certain deemed distributions of participant loans	2019-12-31	$23,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$906,163
Value of total assets at end of year	2019-12-31	$9,703,840
Value of total assets at beginning of year	2019-12-31	$7,726,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$61,305
Total interest from all sources	2019-12-31	$3,645
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$227,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$227,636
Administrative expenses professional fees incurred	2019-12-31	$61,305
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$476,917
Participant contributions at end of year	2019-12-31	$56,552
Participant contributions at beginning of year	2019-12-31	$78,958
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,977,724
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,703,840
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,726,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,538,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,591,230
Value of interest in pooled separate accounts at end of year	2019-12-31	$40,194
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$32,725
Interest on participant loans	2019-12-31	$3,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,068,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,023,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$421,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$363,915
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN	2019-12-31	310800053
2018 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-632,489
Total unrealized appreciation/depreciation of assets	2018-12-31	$-632,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$490,540
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$512,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$451,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$898,196
Value of total assets at end of year	2018-12-31	$7,726,116
Value of total assets at beginning of year	2018-12-31	$7,747,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$60,209
Total interest from all sources	2018-12-31	$4,028
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$220,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$220,805
Administrative expenses professional fees incurred	2018-12-31	$60,209
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$435,913
Participant contributions at end of year	2018-12-31	$78,958
Participant contributions at beginning of year	2018-12-31	$79,711
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$49,195
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-21,519
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,726,116
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,747,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,591,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,956,545
Value of interest in pooled separate accounts at end of year	2018-12-31	$32,725
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$81,817
Interest on participant loans	2018-12-31	$4,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,023,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$629,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$413,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$451,850
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN	2018-12-31	310800053
2017 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,773,444
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$536,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$483,364
Expenses. Certain deemed distributions of participant loans	2017-12-31	$3,125
Value of total corrective distributions	2017-12-31	$301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$773,873
Value of total assets at end of year	2017-12-31	$7,747,635
Value of total assets at beginning of year	2017-12-31	$6,510,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$49,782
Total interest from all sources	2017-12-31	$3,315
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$167,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$167,979
Administrative expenses professional fees incurred	2017-12-31	$49,782
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$386,536
Participant contributions at end of year	2017-12-31	$79,711
Participant contributions at beginning of year	2017-12-31	$90,396
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,139
Other income not declared elsewhere	2017-12-31	$2,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,236,872
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,747,635
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,510,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,956,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,430,975
Value of interest in pooled separate accounts at end of year	2017-12-31	$81,817
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$69,268
Interest on participant loans	2017-12-31	$3,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$629,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$920,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$812,662
Net investment gain/loss from pooled separate accounts	2017-12-31	$12,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$378,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$483,364
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN	2017-12-31	310800053
2016 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,270,537
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$709,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$660,747
Expenses. Certain deemed distributions of participant loans	2016-12-31	$36,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$717,908
Value of total assets at end of year	2016-12-31	$6,510,763
Value of total assets at beginning of year	2016-12-31	$5,949,767
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,986
Total interest from all sources	2016-12-31	$3,012
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$358,106
Participant contributions at end of year	2016-12-31	$90,396
Participant contributions at beginning of year	2016-12-31	$105,214
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$346
Other income not declared elsewhere	2016-12-31	$2,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$560,996
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,510,763
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,949,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,430,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,702,447
Value of interest in pooled separate accounts at end of year	2016-12-31	$69,268
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$63,502
Interest on participant loans	2016-12-31	$3,012
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$920,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$78,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$540,888
Net investment gain/loss from pooled separate accounts	2016-12-31	$5,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$359,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$660,747
Contract administrator fees	2016-12-31	$11,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2016-12-31	310800053
2015 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$663,704
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$593,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$569,334
Expenses. Certain deemed distributions of participant loans	2015-12-31	$24,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$745,226
Value of total assets at end of year	2015-12-31	$5,949,767
Value of total assets at beginning of year	2015-12-31	$5,879,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$150
Total interest from all sources	2015-12-31	$5,184
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$349,570
Participant contributions at end of year	2015-12-31	$105,214
Participant contributions at beginning of year	2015-12-31	$160,687
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,551
Other income not declared elsewhere	2015-12-31	$2,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$69,969
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,949,767
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,879,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,702,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,578,832
Value of interest in pooled separate accounts at end of year	2015-12-31	$63,502
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$64,354
Interest on participant loans	2015-12-31	$5,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$78,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$75,925
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-88,726
Net investment gain/loss from pooled separate accounts	2015-12-31	$-754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$348,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$569,334
Contract administrator fees	2015-12-31	$150
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2015-12-31	310800053
2014 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$999,285
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$839,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$807,471
Expenses. Certain deemed distributions of participant loans	2014-12-31	$31,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$657,381
Value of total assets at end of year	2014-12-31	$5,879,798
Value of total assets at beginning of year	2014-12-31	$5,719,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$150
Total interest from all sources	2014-12-31	$7,185
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$351,924
Participant contributions at end of year	2014-12-31	$160,687
Participant contributions at beginning of year	2014-12-31	$184,912
Participant contributions at beginning of year	2014-12-31	$15,556
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$10,627
Other income not declared elsewhere	2014-12-31	$2,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$159,909
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,879,798
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,719,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,578,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,372,306
Value of interest in pooled separate accounts at end of year	2014-12-31	$64,354
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$59,824
Income. Interest from loans (other than to participants)	2014-12-31	$7,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$75,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$73,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$327,414
Net investment gain/loss from pooled separate accounts	2014-12-31	$4,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$294,830
Employer contributions (assets) at beginning of year	2014-12-31	$13,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$807,471
Contract administrator fees	2014-12-31	$150
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2014-12-31	310800053
2013 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,462,053
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$330,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$330,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$691,463
Value of total assets at end of year	2013-12-31	$5,719,889
Value of total assets at beginning of year	2013-12-31	$4,588,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$175
Total interest from all sources	2013-12-31	$6,374
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$300,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$359,534
Participant contributions at end of year	2013-12-31	$184,912
Participant contributions at beginning of year	2013-12-31	$167,695
Participant contributions at end of year	2013-12-31	$15,556
Participant contributions at beginning of year	2013-12-31	$14,239
Other income not declared elsewhere	2013-12-31	$2,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,131,356
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,719,889
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,588,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,372,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,273,008
Value of interest in pooled separate accounts at end of year	2013-12-31	$59,824
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$47,143
Interest on participant loans	2013-12-31	$6,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$73,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$74,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$748,726
Net investment gain/loss from pooled separate accounts	2013-12-31	$12,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$331,929
Employer contributions (assets) at end of year	2013-12-31	$13,990
Employer contributions (assets) at beginning of year	2013-12-31	$12,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$330,522
Contract administrator fees	2013-12-31	$175
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2013-12-31	310800053
2012 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,094,651
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$309,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$309,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$676,225
Value of total assets at end of year	2012-12-31	$4,588,533
Value of total assets at beginning of year	2012-12-31	$3,803,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$150
Total interest from all sources	2012-12-31	$5,867
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$336,305
Participant contributions at end of year	2012-12-31	$167,695
Participant contributions at beginning of year	2012-12-31	$110,387
Participant contributions at end of year	2012-12-31	$14,239
Participant contributions at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$36,102
Other income not declared elsewhere	2012-12-31	$2,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$785,114
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,588,533
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,803,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,273,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,546,628
Value of interest in pooled separate accounts at end of year	2012-12-31	$47,143
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$69,050
Interest on participant loans	2012-12-31	$5,867
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$74,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$77,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$404,865
Net investment gain/loss from pooled separate accounts	2012-12-31	$5,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$303,818
Employer contributions (assets) at end of year	2012-12-31	$12,198
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$309,387
Contract administrator fees	2012-12-31	$150
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2012-12-31	310800053
2011 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$548,115
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$354,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$337,186
Expenses. Certain deemed distributions of participant loans	2011-12-31	$16,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$558,314
Value of total assets at end of year	2011-12-31	$3,803,419
Value of total assets at beginning of year	2011-12-31	$3,609,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$250
Total interest from all sources	2011-12-31	$4,250
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$300,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$290,610
Participant contributions at end of year	2011-12-31	$110,387
Participant contributions at beginning of year	2011-12-31	$84,278
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$7,826
Other income not declared elsewhere	2011-12-31	$2,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$193,740
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,803,419
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,609,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,546,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,450,823
Value of interest in pooled separate accounts at end of year	2011-12-31	$69,050
Interest on participant loans	2011-12-31	$4,250
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$77,354
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$74,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-18,952
Net investment gain/loss from pooled separate accounts	2011-12-31	$1,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$259,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$337,186
Contract administrator fees	2011-12-31	$250
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2011-12-31	310800053
2010 : AREA AGENCY ON AGING, PSA2 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$29,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$869,012
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$131,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$131,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$561,151
Value of total assets at end of year	2010-12-31	$3,609,679
Value of total assets at beginning of year	2010-12-31	$2,842,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$225
Total interest from all sources	2010-12-31	$4,233
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$280,342
Participant contributions at end of year	2010-12-31	$84,278
Participant contributions at beginning of year	2010-12-31	$108,067
Other income not declared elsewhere	2010-12-31	$2,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$737,297
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,609,679
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,842,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,354,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,606,042
Value of interest in pooled separate accounts at end of year	2010-12-31	$96,660
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$61,893
Interest on participant loans	2010-12-31	$4,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$74,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$66,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$290,429
Net investment gain/loss from pooled separate accounts	2010-12-31	$10,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$280,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$131,490
Contract administrator fees	2010-12-31	$225
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2010-12-31	310800053

Form 5500 Responses for AREA AGENCY ON AGING, PSA2 403(B) PLAN

2023: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AREA AGENCY ON AGING, PSA2 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $169
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $169
Insurance broker organization code?	4

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375495-01

Policy instance

Insurance contract or identification number	375495-01
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	5
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $144
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $144
Insurance broker organization code?	4

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375495-01

Policy instance

Insurance contract or identification number	375495-01
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	5
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $154
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $154
Insurance broker organization code?	4

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375495-01

Policy instance

Insurance contract or identification number	375495-01
Number of Individuals Covered	5
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $149
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $149
Insurance broker organization code?	4

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375495-01

Policy instance

Insurance contract or identification number	375495-01
Number of Individuals Covered	2
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	6
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $146
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $146
Insurance broker organization code?	4

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375495-01

Policy instance

Insurance contract or identification number	375495-01
Number of Individuals Covered	2
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $256
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $256
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

375495-01

Policy instance

Insurance contract or identification number	375495-01
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	7
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $404
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $404
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $348
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $348
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	7
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $290
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $290
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $284
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $284
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

CR25980

Policy instance

Insurance contract or identification number	CR25980
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $330
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

EX25980

Policy instance

Insurance contract or identification number	EX25980
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $84
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	AREA AGENCY ON AGING, PSA2
Employer identification number (EIN):	311361630
NAIC Classification:	624100
NAIC Description:	Individual and Family Services