AREA AGENCY ON AGING REGION 9, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN
401k plan membership statisitcs for AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN
| Measure | Date | Value |
|---|
| 2022 : AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-96,802 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $385,256 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $355,010 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $971,005 |
| Value of total assets at end of year | 2022-12-31 | $6,496,415 |
| Value of total assets at beginning of year | 2022-12-31 | $6,978,473 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,246 |
| Total interest from all sources | 2022-12-31 | $1,445 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $203,740 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $203,740 |
| Administrative expenses professional fees incurred | 2022-12-31 | $30,246 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $280,983 |
| Participant contributions at end of year | 2022-12-31 | $53,279 |
| Participant contributions at beginning of year | 2022-12-31 | $10,911 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-482,058 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,496,415 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,978,473 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,246,130 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,106,264 |
| Interest on participant loans | 2022-12-31 | $1,445 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $197,006 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $861,298 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,272,992 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $690,022 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $355,010 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2022-12-31 | 310800053 |
| 2021 : AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $6,272,345 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $185,225 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $179,053 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,083,383 |
| Value of total assets at end of year | 2021-12-31 | $6,978,473 |
| Value of total assets at beginning of year | 2021-12-31 | $891,353 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,172 |
| Total interest from all sources | 2021-12-31 | $3,312 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $112,917 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $112,917 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $263,269 |
| Participant contributions at end of year | 2021-12-31 | $10,911 |
| Participant contributions at beginning of year | 2021-12-31 | $2,388 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $5,686,023 |
| Other income not declared elsewhere | 2021-12-31 | $3 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $6,087,120 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,978,473 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $891,353 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,106,264 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $721,229 |
| Interest on participant loans | 2021-12-31 | $287 |
| Interest earned on other investments | 2021-12-31 | $3,025 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $861,298 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $167,736 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $72,730 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $134,091 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $179,053 |
| Contract administrator fees | 2021-12-31 | $6,172 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2021-12-31 | 310800053 |
| 2020 : AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $341,830 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $20,004 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $15,871 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $245,499 |
| Value of total assets at end of year | 2020-12-31 | $891,353 |
| Value of total assets at beginning of year | 2020-12-31 | $569,527 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,133 |
| Total interest from all sources | 2020-12-31 | $167 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $15,441 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $15,441 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $210,935 |
| Participant contributions at end of year | 2020-12-31 | $2,388 |
| Participant contributions at beginning of year | 2020-12-31 | $3,983 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $34,564 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $321,826 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $891,353 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $569,527 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $721,229 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $432,205 |
| Interest on participant loans | 2020-12-31 | $167 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $167,736 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $133,339 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $80,723 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $15,871 |
| Contract administrator fees | 2020-12-31 | $4,133 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLARK, SCHAEFER, HACKETT & CO. |
| Accountancy firm EIN | 2020-12-31 | 310800053 |
