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AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 401k Plan overview

Plan NameAREA AGENCY ON AGING, 10B, INC. 401(K) PLAN
Plan identification number 004

AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING & DISABILITIES has sponsored the creation of one or more 401k plans.

Company Name:DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING & DISABILITIES
Employer identification number (EIN):341314654
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01REBECCA A. NEWMAN2021-10-12
0042019-01-01REBECCA A. NEWMAN2020-10-14
0042019-01-01REBECCA A. NEWMAN2020-10-14
0042018-07-01
0042017-07-01REBECCA A. NEWMAN
0042016-07-01
0042016-07-01
0042015-07-01
0042014-07-01
0042013-07-01BARBARA KALLENBACH
0042012-07-01BARBARA KALLENBACH BARBARA KALLENBACH2014-01-21
0042011-07-01BARBARA KALLENBACH BARBARA KALLENBACH2013-01-25
0042009-07-01BARBARA KALLENBACH BARBARA KALLENBACH2011-01-27

Plan Statistics for AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN

401k plan membership statisitcs for AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN

Measure Date Value
2023: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01292
Total number of active participants reported on line 7a of the Form 55002023-01-01252
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0148
Total of all active and inactive participants2023-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01301
Number of participants with account balances2023-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01281
Total number of active participants reported on line 7a of the Form 55002022-01-01243
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01291
Number of participants with account balances2022-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01273
Total number of active participants reported on line 7a of the Form 55002021-01-01235
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01281
Number of participants with account balances2021-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01269
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01273
Number of participants with account balances2020-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01252
Total number of active participants reported on line 7a of the Form 55002019-01-01230
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01268
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01254
Total number of active participants reported on line 7a of the Form 55002018-07-01223
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0129
Total of all active and inactive participants2018-07-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01252
Number of participants with account balances2018-07-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-013
2017: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01237
Total number of active participants reported on line 7a of the Form 55002017-07-01228
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0126
Total of all active and inactive participants2017-07-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01254
Number of participants with account balances2017-07-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
2016: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01241
Total number of active participants reported on line 7a of the Form 55002016-07-01213
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0124
Total of all active and inactive participants2016-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01237
Number of participants with account balances2016-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0126
2015: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01222
Total number of active participants reported on line 7a of the Form 55002015-07-01214
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0121
Total of all active and inactive participants2015-07-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01235
Number of participants with account balances2015-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-016
2014: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01196
Total number of active participants reported on line 7a of the Form 55002014-07-01200
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0121
Total of all active and inactive participants2014-07-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01222
Number of participants with account balances2014-07-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-012
2013: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01145
Total number of active participants reported on line 7a of the Form 55002013-07-01181
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0115
Total of all active and inactive participants2013-07-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01196
Number of participants with account balances2013-07-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01155
Total number of active participants reported on line 7a of the Form 55002012-07-01132
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0113
Total of all active and inactive participants2012-07-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01145
Number of participants with account balances2012-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-011
2011: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01147
Total number of active participants reported on line 7a of the Form 55002011-07-01138
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0116
Total of all active and inactive participants2011-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01154
Number of participants with account balances2011-07-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2009: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01150
Total number of active participants reported on line 7a of the Form 55002009-07-01136
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0113
Total of all active and inactive participants2009-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01149
Number of participants with account balances2009-07-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN

Measure Date Value
2023 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,445,039
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,435,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,406,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,491,794
Value of total assets at end of year2023-12-31$29,714,899
Value of total assets at beginning of year2023-12-31$24,705,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$28,392
Total interest from all sources2023-12-31$20,499
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$895,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$895,354
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$842,921
Participant contributions at end of year2023-12-31$369,040
Participant contributions at beginning of year2023-12-31$319,785
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$81,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,009,827
Value of net assets at end of year (total assets less liabilities)2023-12-31$29,714,899
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$24,705,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$28,445,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$23,531,580
Interest on participant loans2023-12-31$20,499
Value of interest in common/collective trusts at end of year2023-12-31$900,755
Value of interest in common/collective trusts at beginning of year2023-12-31$853,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,015,620
Net investment gain or loss from common/collective trusts2023-12-31$21,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,567,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,406,820
Contract administrator fees2023-12-31$160
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2023-12-31341523030
2022 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,996,653
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$918,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$890,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,309,625
Value of total assets at end of year2022-12-31$24,705,072
Value of total assets at beginning of year2022-12-31$27,620,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,720
Total interest from all sources2022-12-31$12,575
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$672,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$672,357
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$771,222
Participant contributions at end of year2022-12-31$319,785
Participant contributions at beginning of year2022-12-31$226,172
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$54,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,915,048
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,705,072
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,620,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,531,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,650,016
Interest on participant loans2022-12-31$12,575
Value of interest in common/collective trusts at end of year2022-12-31$853,707
Value of interest in common/collective trusts at beginning of year2022-12-31$743,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,004,795
Net investment gain or loss from common/collective trusts2022-12-31$13,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,484,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$890,675
Contract administrator fees2022-12-31$27,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2022-12-31341523030
2021 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$6,526,311
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,733,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,722,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,649,527
Value of total assets at end of year2021-12-31$27,620,120
Value of total assets at beginning of year2021-12-31$22,827,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,339
Total interest from all sources2021-12-31$10,096
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,662,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,662,037
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$652,828
Participant contributions at end of year2021-12-31$226,172
Participant contributions at beginning of year2021-12-31$194,601
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,493,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,793,088
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,620,120
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,827,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,650,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,958,199
Interest on participant loans2021-12-31$10,096
Value of interest in common/collective trusts at end of year2021-12-31$743,932
Value of interest in common/collective trusts at beginning of year2021-12-31$674,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$194,009
Net investment gain or loss from common/collective trusts2021-12-31$10,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,502,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,722,884
Contract administrator fees2021-12-31$10,339
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2021-12-31341523030
2020 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$4,793,045
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$668,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$648,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,047,442
Value of total assets at end of year2020-12-31$22,827,032
Value of total assets at beginning of year2020-12-31$18,702,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,488
Total interest from all sources2020-12-31$12,573
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$713,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$713,418
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$634,372
Participant contributions at end of year2020-12-31$194,601
Participant contributions at beginning of year2020-12-31$243,635
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,195
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$2,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,125,006
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,827,032
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,702,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,958,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,218,439
Interest on participant loans2020-12-31$12,573
Value of interest in common/collective trusts at end of year2020-12-31$674,232
Value of interest in common/collective trusts at beginning of year2020-12-31$237,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,012,424
Net investment gain or loss from common/collective trusts2020-12-31$7,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,354,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$648,551
Contract administrator fees2020-12-31$19,488
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2020-12-31341523030
2019 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$5,221,729
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,091,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,049,369
Expenses. Certain deemed distributions of participant loans2019-12-31$6,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,056,874
Value of total assets at end of year2019-12-31$18,702,026
Value of total assets at beginning of year2019-12-31$14,571,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$35,437
Total interest from all sources2019-12-31$9,867
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$481,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$481,264
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$621,341
Participant contributions at end of year2019-12-31$243,635
Participant contributions at beginning of year2019-12-31$192,477
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$189,540
Total non interest bearing cash at end of year2019-12-31$2,385
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,130,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,702,026
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,571,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,218,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,272,996
Interest on participant loans2019-12-31$9,867
Value of interest in common/collective trusts at end of year2019-12-31$237,567
Value of interest in common/collective trusts at beginning of year2019-12-31$105,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,669,652
Net investment gain or loss from common/collective trusts2019-12-31$4,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,245,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,049,369
Contract administrator fees2019-12-31$35,437
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2019-12-31341523030
2018 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-39,730
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$121,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$119,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$903,839
Value of total assets at end of year2018-12-31$14,571,396
Value of total assets at beginning of year2018-12-31$14,732,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,630
Total interest from all sources2018-12-31$7,071
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$569,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$569,955
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$278,380
Participant contributions at end of year2018-12-31$192,477
Participant contributions at beginning of year2018-12-31$198,094
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-161,311
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,571,396
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,732,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,272,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,455,832
Interest on participant loans2018-12-31$7,071
Value of interest in common/collective trusts at end of year2018-12-31$105,923
Value of interest in common/collective trusts at beginning of year2018-12-31$78,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,521,529
Net investment gain or loss from common/collective trusts2018-12-31$934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$585,969
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$119,951
Contract administrator fees2018-12-31$1,630
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,721,938
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,841,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,788,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,634,153
Value of total assets at end of year2018-06-30$14,732,707
Value of total assets at beginning of year2018-06-30$13,851,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$52,585
Total interest from all sources2018-06-30$9,213
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$466,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$466,822
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$496,563
Participant contributions at end of year2018-06-30$198,094
Participant contributions at beginning of year2018-06-30$201,963
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$17,008
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$14,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$880,832
Value of net assets at end of year (total assets less liabilities)2018-06-30$14,732,707
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$13,851,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$13,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$14,455,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$13,414,484
Interest on participant loans2018-06-30$9,213
Value of interest in common/collective trusts at end of year2018-06-30$78,770
Value of interest in common/collective trusts at beginning of year2018-06-30$174,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$11
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$608,828
Net investment gain or loss from common/collective trusts2018-06-30$2,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,123,070
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$43,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,788,521
Contract administrator fees2018-06-30$39,073
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BOBER MARKEY FEDOROVICH
Accountancy firm EIN2018-06-30341523030
2017 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,230,170
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,035,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,008,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,716,829
Value of total assets at end of year2017-06-30$13,851,875
Value of total assets at beginning of year2017-06-30$11,657,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$26,473
Total interest from all sources2017-06-30$6,380
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$439,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$439,010
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$509,904
Participant contributions at end of year2017-06-30$201,963
Participant contributions at beginning of year2017-06-30$175,232
Participant contributions at end of year2017-06-30$17,008
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$166,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,194,731
Value of net assets at end of year (total assets less liabilities)2017-06-30$13,851,875
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$11,657,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$13,414,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,291,239
Interest on participant loans2017-06-30$6,380
Value of interest in common/collective trusts at end of year2017-06-30$174,426
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$190,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$190,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,066,692
Net investment gain or loss from common/collective trusts2017-06-30$1,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,040,660
Employer contributions (assets) at end of year2017-06-30$43,984
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,008,966
Contract administrator fees2017-06-30$26,473
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BOBER MARKEY FEDOROVICH
Accountancy firm EIN2017-06-30341523030
2016 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,335,017
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$568,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$558,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,282,102
Value of total assets at end of year2016-06-30$11,657,144
Value of total assets at beginning of year2016-06-30$10,890,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$9,807
Total interest from all sources2016-06-30$8,070
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$531,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$531,606
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$374,165
Participant contributions at end of year2016-06-30$175,232
Participant contributions at beginning of year2016-06-30$247,653
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$5,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$766,461
Value of net assets at end of year (total assets less liabilities)2016-06-30$11,657,144
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,890,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,291,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$10,585,441
Interest on participant loans2016-06-30$8,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$190,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$57,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$57,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-486,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$902,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$558,749
Contract administrator fees2016-06-30$9,807
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BOBER MARKEY FEDOROVICH
Accountancy firm EIN2016-06-30341523030
2015 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,484,402
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$832,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$829,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,194,055
Value of total assets at end of year2015-06-30$10,890,683
Value of total assets at beginning of year2015-06-30$10,239,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,216
Total interest from all sources2015-06-30$6,980
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$304,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$304,463
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$335,053
Participant contributions at end of year2015-06-30$247,653
Participant contributions at beginning of year2015-06-30$183,101
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$57,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$651,555
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,890,683
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$10,239,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$10,585,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$10,002,763
Interest on participant loans2015-06-30$6,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$57,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$53,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$53,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-21,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$801,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$829,631
Contract administrator fees2015-06-30$3,216
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BOBER MARKEY FEDOROVICH
Accountancy firm EIN2015-06-30341523030
2014 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,712,209
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$722,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$721,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,386,464
Value of total assets at end of year2014-06-30$10,239,128
Value of total assets at beginning of year2014-06-30$8,249,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,725
Total interest from all sources2014-06-30$7,570
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$229,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$229,154
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$313,506
Participant contributions at end of year2014-06-30$183,101
Participant contributions at beginning of year2014-06-30$254,948
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$380,337
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$7,994,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,989,482
Value of net assets at end of year (total assets less liabilities)2014-06-30$10,239,128
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$8,249,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$10,002,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$0
Interest on participant loans2014-06-30$7,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$53,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,089,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$692,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$721,002
Contract administrator fees2014-06-30$1,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30Yes
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BOBER MARKEY FEDOROVICH
Accountancy firm EIN2014-06-30341523030
2013 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Expenses. Interest paid2013-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-06-30$0
Total income from all sources (including contributions)2013-06-30$1,429,545
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$509,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$498,520
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$656,647
Value of total assets at end of year2013-06-30$8,249,646
Value of total assets at beginning of year2013-06-30$7,329,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$10,972
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$17,135
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$666,719
Amount contributed by the employer to the plan for this plan year2013-06-30$666,719
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$0
Participant contributions at end of year2013-06-30$254,948
Participant contributions at beginning of year2013-06-30$257,689
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$5,011
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$7,994,698
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$920,053
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,249,646
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,329,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$4,980,188
Interest on participant loans2013-06-30$7,767
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$9,368
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,081,969
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$750,752
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$656,647
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$9,747
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$498,520
Contract administrator fees2013-06-30$10,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BOBER MARKEY FEDOROVICH
Accountancy firm EIN2013-06-30341523030
2012 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$725,144
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$570,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$566,385
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$649,961
Value of total assets at end of year2012-06-30$7,329,593
Value of total assets at beginning of year2012-06-30$7,174,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,147
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$20,034
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$653,386
Amount contributed by the employer to the plan for this plan year2012-06-30$653,386
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$0
Participant contributions at end of year2012-06-30$257,689
Participant contributions at beginning of year2012-06-30$246,046
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$1,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$-339
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$154,612
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,329,593
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$7,174,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$4,980,188
Value of interest in pooled separate accounts at beginning of year2012-06-30$5,076,854
Interest on participant loans2012-06-30$8,335
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$11,699
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,081,969
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,844,570
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$55,488
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$649,961
Employer contributions (assets) at end of year2012-06-30$9,747
Employer contributions (assets) at beginning of year2012-06-30$7,511
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$564,883
Contract administrator fees2012-06-30$4,147
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BOBER MARKEY FEDOROVICH
Accountancy firm EIN2012-06-30341523030
2011 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,600,872
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$167,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$163,662
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$617,702
Value of total assets at end of year2011-06-30$7,174,981
Value of total assets at beginning of year2011-06-30$5,741,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$3,756
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$21,128
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$-1,878
Minimum employer required contribution for this plan year2011-06-30$622,892
Amount contributed by the employer to the plan for this plan year2011-06-30$624,770
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$246,046
Participant contributions at beginning of year2011-06-30$199,633
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$44
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$-358
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,433,454
Value of net assets at end of year (total assets less liabilities)2011-06-30$7,174,981
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$5,741,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$5,076,854
Value of interest in pooled separate accounts at beginning of year2011-06-30$3,808,952
Interest on participant loans2011-06-30$8,336
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$12,792
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,844,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,732,942
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$962,400
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$617,702
Employer contributions (assets) at end of year2011-06-30$7,511
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$163,618
Contract administrator fees2011-06-30$3,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BOBER MARKEY FEDOROVICH
Accountancy firm EIN2011-06-30341523030
2010 : AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$-44
Minimum employer required contribution for this plan year2010-06-30$603,985
Amount contributed by the employer to the plan for this plan year2010-06-30$604,029

Form 5500 Responses for AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN

2023: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: AREA AGENCY ON AGING, 10B, INC. 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number440219
Policy instance 1
Insurance contract or identification number440219
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-28
Total amount of commissions paid to insurance brokerUSD $4,216
Total amount of fees paid to insurance companyUSD $448
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,101
Amount paid for insurance broker fees448
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameEXECUTIVE INSURANCE AGENCY INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number440219
Policy instance 1
Insurance contract or identification number440219
Number of Individuals Covered154
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,109
Total amount of fees paid to insurance companyUSD $436
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number440219
Policy instance 1
Insurance contract or identification number440219
Number of Individuals Covered152
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,969
Total amount of fees paid to insurance companyUSD $230
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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