MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS
401k plan membership statisitcs for 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS
| Measure | Date | Value |
|---|
| 2013: 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 22 |
| Total of all active and inactive participants | 2013-01-01 | 65 |
| Total participants | 2013-01-01 | 65 |
| Number of participants with account balances | 2013-01-01 | 65 |
| 2012: 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
| Total of all active and inactive participants | 2012-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 66 |
| Number of participants with account balances | 2012-01-01 | 66 |
| 2011: 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 18 |
| Total of all active and inactive participants | 2011-01-01 | 63 |
| Total participants | 2011-01-01 | 63 |
| Number of participants with account balances | 2011-01-01 | 63 |
| 2009: 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Total participants | 2009-01-01 | 37 |
| Measure | Date | Value |
|---|
| 2013 : 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $-92,773 |
| Total income from all sources | 2013-12-31 | $698,612 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $130,212 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $77,938 |
| Total plan assets at end of year | 2013-12-31 | $3,234,395 |
| Total plan assets at beginning of year | 2013-12-31 | $2,758,768 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $27,666 |
| Other income received | 2013-12-31 | $375,463 |
| Net income (gross income less expenses) | 2013-12-31 | $568,400 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,234,395 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,758,768 |
| Assets. Value of participant loans | 2013-12-31 | $81,442 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $295,483 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $14,928 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $37,346 |
| 2012 : 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $486,022 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $202,038 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $196,916 |
| Total plan assets at end of year | 2012-12-31 | $2,758,768 |
| Total plan assets at beginning of year | 2012-12-31 | $2,474,784 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $26,156 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $2 |
| Other income received | 2012-12-31 | $180,019 |
| Net income (gross income less expenses) | 2012-12-31 | $283,984 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,758,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,474,784 |
| Assets. Value of participant loans | 2012-12-31 | $45,586 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $279,845 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,122 |
| 2011 : 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $-339,893 |
| Total income from all sources | 2011-12-31 | $303,177 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $131,715 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $127,026 |
| Total plan assets at end of year | 2011-12-31 | $2,474,784 |
| Total plan assets at beginning of year | 2011-12-31 | $2,643,215 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $26,142 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $3,014 |
| Other income received | 2011-12-31 | $8,203 |
| Net income (gross income less expenses) | 2011-12-31 | $171,462 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,474,784 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,643,215 |
| Assets. Value of participant loans | 2011-12-31 | $47,702 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $265,818 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,689 |
| 2010 : 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $436,783 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $84,504 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $84,504 |
| Total plan assets at end of year | 2010-12-31 | $2,643,214 |
| Total plan assets at beginning of year | 2010-12-31 | $2,290,935 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,880 |
| Other income received | 2010-12-31 | $163,895 |
| Net income (gross income less expenses) | 2010-12-31 | $352,279 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,643,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,290,935 |
| Assets. Value of participant loans | 2010-12-31 | $36,023 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $251,008 |
| 2013: 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: 403(B) THRIFT PLAN OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 789495 |
| Policy instance | 1 |
| Insurance contract or identification number | 789495 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,913 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for 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 Broker | USD $2,934 | | Insurance broker organization code? | 3 | | Insurance broker name | J HARDY |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 789495 |
| Policy instance | 1 |
| Insurance contract or identification number | 789495 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $8,143 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for 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 Broker | USD $8,050 | | Insurance broker organization code? | 3 | | Insurance broker name | J HARDY |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 789495 |
| Policy instance | 1 |
| Insurance contract or identification number | 789495 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $7,450 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 789495 |
| Policy instance | 1 |
| Insurance contract or identification number | 789495 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $6,718 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for 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 Broker | USD $6,652 | | Insurance broker organization code? | 3 | | Insurance broker name | D SPERRY |
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