CLEARFIELD COUNTY AREA AGENCY ON AGING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLEARFIELD COUNTY AREA AGENCY ON AGING, INC. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021 : CLEARFIELD COUNTY AREA AGENCY ON AGING, INC. EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $17,460 |
| Total plan liabilities at beginning of year | 2021-06-30 | $48,403 |
| Total income from all sources | 2021-06-30 | $356,892 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $327,718 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $194,757 |
| Total plan assets at end of year | 2021-06-30 | $6,606 |
| Total plan assets at beginning of year | 2021-06-30 | $8,375 |
| Value of fidelity bond covering the plan | 2021-06-30 | $25,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $34,175 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $118,541 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $29 |
| Net income (gross income less expenses) | 2021-06-30 | $29,174 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $-10,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $-40,028 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $322,688 |
| Value of corrective distributions | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $14,420 |
| 2020 : CLEARFIELD COUNTY AREA AGENCY ON AGING, INC. EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $48,403 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $284,677 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $324,705 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $209,601 |
| Total plan assets at end of year | 2020-06-30 | $8,375 |
| Total plan assets at beginning of year | 2020-06-30 | $0 |
| Value of fidelity bond covering the plan | 2020-06-30 | $25,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $32,692 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $101,034 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $3,075 |
| Other income received | 2020-06-30 | $25 |
| Net income (gross income less expenses) | 2020-06-30 | $-40,028 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $-40,028 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $248,885 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $14,070 |
| 2020: CLEARFIELD COUNTY AREA AGENCY ON AGING, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CLEARFIELD COUNTY AREA AGENCY ON AGING, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | First time form 5500 has been submitted | Yes |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | 363000 897224 |
| Policy instance | 6 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 2462 |
| Policy instance | 5 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B36W |
| Policy instance | 4 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B36W |
| Policy instance | 3 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B36W |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 31000076 |
| Policy instance | 1 |
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | 363000 897224 |
| Policy instance | 6 |
| VISION BENEFITS OF AMERICA (National Association of Insurance Commissioners NAIC id number: 53953 ) |
| Policy contract number | 2462 |
| Policy instance | 5 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B36W |
| Policy instance | 4 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B36W |
| Policy instance | 3 |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000B36W |
| Policy instance | 2 |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 31000076 |
| Policy instance | 1 |
Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.
See full terms and conditions
