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EMPLOYEE BENEFIT PLAN OF NEW YORK STATE ASSOCIATION OF AREAAGENCIES ON AGI 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF NEW YORK STATE ASSOCIATION OF AREAAGENCIES ON AGI
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF NEW YORK STATE ASSOCIATION OF AREAAGENCIES ON AGI Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

NEW YORK STATE ASSOCIATION OF AREA AGENCIES ON AGING has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK STATE ASSOCIATION OF AREA AGENCIES ON AGING
Employer identification number (EIN):161107763
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF NEW YORK STATE ASSOCIATION OF AREAAGENCIES ON AGI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01EVELYN STILSON-OUDERKIRK2024-09-06
0022022-01-01EVELYN STILSON-OUDERKIRK2023-09-15
0022021-01-01EVELYN STILSON-OURDERKIRK2022-10-21
0022020-01-01EVELYN STILSON-OURDERKIRK2021-07-19
0022019-01-01EVELYN STILSON-OURDERKIRK2020-07-28
0022018-01-01EVELYN STILSON-OURDERKIRK2019-10-10
0022017-01-01CARRIE A FIORINI2018-07-30 CARRIE A FIORINI2018-07-30
0022014-01-01LAURA CAMERON2015-06-01 LAURA CAMERON2015-06-01
0022014-01-01LAURA CAMERON2015-06-01
0022013-01-01LAURA CAMERON2014-07-24
0022012-01-01LAURA CAMERON2013-07-25
0022011-01-01LAURA CAMERON2012-10-15 LAURA CAMERON2012-10-15

Financial Data on EMPLOYEE BENEFIT PLAN OF NEW YORK STATE ASSOCIATION OF AREAAGENCIES ON AGI

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF NEW YORK STATE ASSOCIATION OF AREAAGENCIES ON AGI 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1441
Net assets as of the end of the plan year2025-10-14263816
Total assets as of the beginning of the plan year2025-10-14195579
Value of plan covered by a fidelity bond2025-10-1425000
Participant contributions to plan in this plan year2025-10-1410655
Value of participant loans at end of plan year2025-10-141707
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-1433341
Other income to plan in this plan year2025-10-149947
Plan net income in this plan year2025-10-1468237
Net assets as of the end of the plan year2025-10-14263816
Net assets as of the beginning of the plan year2025-10-14195579
Employer contributions to plan in this plan year2025-10-1414335
Fees paid to broker by Benefit Provider2025-10-1436
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1441
2024 : EMPLOYEE BENEFIT PLAN OF NEW YORK STATE ASSOCIATION OF AREAAGENCIES ON AGI 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-060
Total liabilities as of the end of the plan year2024-09-060
Total liabilities as of the beginning of the plan year2024-09-060
Total expenses incurred by plan in this plan year2024-09-0622463
Net assets as of the end of the plan year2024-09-06195579
Total assets as of the beginning of the plan year2024-09-06196255
Value of plan covered by a fidelity bond2024-09-0625000
Participant contributions to plan in this plan year2024-09-065923
Other expenses paid from plan in this plan year2024-09-060
Other contributions to plan in this plan year2024-09-060
Other income to plan in this plan year2024-09-066197
Plan net income in this plan year2024-09-06-676
Net assets as of the end of the plan year2024-09-06195579
Net assets as of the beginning of the plan year2024-09-06196255
Employer contributions to plan in this plan year2024-09-069667
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-062

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