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| Plan Name | LEAGUE OF OLDER AMERICANS 403B TAX SHELTERED INVESTMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | LOA AREA AGENCY ON AGING, INC |
| Employer identification number (EIN): | 540916248 |
| NAIC Classification: | 624100 |
| NAIC Description: | Â Individual and Family Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ASHTON KING | 2024-03-13 | ASHTON KING | 2024-03-13 |
| 002 | 2022-01-01 | CARSON WARD | 2023-04-07 | CARSON WARD | 2023-04-07 |
| 002 | 2021-01-01 | CARSON WARD | 2022-04-27 | CARSON WARD | 2022-04-27 |
| 002 | 2020-01-01 | CARSON WARD | 2021-04-14 | CARSON WARD | 2021-04-14 |
| 002 | 2019-01-01 | CARSON WARD | 2020-07-30 | CARSON WARD | 2020-07-30 |
| 002 | 2018-01-01 | ED BALDWIN | 2019-04-24 | ||
| 002 | 2017-01-01 | ED BALDWIN | 2018-04-12 | ||
| 002 | 2014-01-01 | ED BALDWIN | 2015-04-09 | ||
| 002 | 2013-01-01 | ED BALDWIN | 2014-04-11 | ||
| 002 | 2012-01-01 | ED BALDWIN | 2013-05-15 | ||
| 002 | 2011-04-01 | KELLY MCBRIDE | 2012-04-26 | ||
| 002 | 2009-01-01 | DARLEEN FIEL | |||
| 002 | 2009-01-01 | DARLEEN FIEL |
| Measure | Date | Value |
|---|---|---|
| 2025: LEAGUE OF OLDER AMERICANS 403B TAX SHELTERED INVESTMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-30 | 16 |
| Total number of particpants at end of year | 2025-04-30 | 16 |
| Number of Participants With Account Balances | 2025-04-30 | 15 |
| 2024: LEAGUE OF OLDER AMERICANS 403B TAX SHELTERED INVESTMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-03-13 | 11 |
| Total number of particpants at end of year | 2024-03-13 | 11 |
| Number of Participants With Account Balances | 2024-03-13 | 11 |
| 2009: LEAGUE OF OLDER AMERICANS 403B TAX SHELTERED INVESTMENT PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Total participants | 2009-01-01 | 10 |
| Measure | Date | Value |
|---|---|---|
| 2025 : LEAGUE OF OLDER AMERICANS 403B TAX SHELTERED INVESTMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-30 | 0 |
| Net assets as of the end of the plan year | 2025-04-30 | 352305 |
| Total assets as of the beginning of the plan year | 2025-04-30 | 256230 |
| Participant contributions to plan in this plan year | 2025-04-30 | 55107 |
| Plan net income in this plan year | 2025-04-30 | 96075 |
| Net assets as of the end of the plan year | 2025-04-30 | 352305 |
| Net assets as of the beginning of the plan year | 2025-04-30 | 256230 |
| Employer contributions to plan in this plan year | 2025-04-30 | 40968 |
| 2024 : LEAGUE OF OLDER AMERICANS 403B TAX SHELTERED INVESTMENT PLAN 2024 401k financial data | ||
| Net assets as of the end of the plan year | 2024-03-13 | 256230 |
| Total assets as of the beginning of the plan year | 2024-03-13 | 221925 |
| Participant contributions to plan in this plan year | 2024-03-13 | 11505 |
| Plan net income in this plan year | 2024-03-13 | 34305 |
| Net assets as of the end of the plan year | 2024-03-13 | 256230 |
| Net assets as of the beginning of the plan year | 2024-03-13 | 221925 |
| Employer contributions to plan in this plan year | 2024-03-13 | 22800 |
| 2009: LEAGUE OF OLDER AMERICANS 403B TAX SHELTERED INVESTMENT PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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