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AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameAREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN
Plan identification number 002

AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC.
Employer identification number (EIN):710521887
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JERRY MITCHELL
0022016-01-01JERRY MITCHELL
0022015-01-01JERRY MITCHELL
0022014-01-01JERRY MITCHELL
0022013-01-01JERRY MITCHELL
0022012-01-01JERRY MITCHELL
0022011-01-01JERRY MITCHELL
0022010-01-01JERRY MITCHELL
0022009-01-01JERRY MITCHELL
0022009-01-01JERRY MITCHELL

Plan Statistics for AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN

401k plan membership statisitcs for AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN

Measure Date Value
2022: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01564
Total number of active participants reported on line 7a of the Form 55002022-01-01374
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0186
Total of all active and inactive participants2022-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01473
Number of participants with account balances2022-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01664
Total number of active participants reported on line 7a of the Form 55002021-01-01412
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01132
Total of all active and inactive participants2021-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01554
Number of participants with account balances2021-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01702
Total number of active participants reported on line 7a of the Form 55002020-01-01475
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01187
Total of all active and inactive participants2020-01-01673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01673
Number of participants with account balances2020-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01774
Total number of active participants reported on line 7a of the Form 55002019-01-01522
Number of retired or separated participants receiving benefits2019-01-0118
Number of other retired or separated participants entitled to future benefits2019-01-01160
Total of all active and inactive participants2019-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01700
Number of participants with account balances2019-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01832
Total number of active participants reported on line 7a of the Form 55002018-01-01634
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01143
Total of all active and inactive participants2018-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01791
Number of participants with account balances2018-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01741
Total number of active participants reported on line 7a of the Form 55002017-01-01678
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01829
Number of participants with account balances2017-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01855
Total number of active participants reported on line 7a of the Form 55002016-01-01697
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01129
Total of all active and inactive participants2016-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01836
Number of participants with account balances2016-01-01346
2015: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01836
Total number of active participants reported on line 7a of the Form 55002015-01-01735
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-01110
Total of all active and inactive participants2015-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01855
Number of participants with account balances2015-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01674
Total number of active participants reported on line 7a of the Form 55002014-01-01720
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01809
Number of participants with account balances2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01632
Total number of active participants reported on line 7a of the Form 55002013-01-01605
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01682
Number of participants with account balances2013-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01603
Total number of active participants reported on line 7a of the Form 55002012-01-01576
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01636
Number of participants with account balances2012-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01588
Total number of active participants reported on line 7a of the Form 55002011-01-01590
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01630
Number of participants with account balances2011-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01542
Total number of active participants reported on line 7a of the Form 55002010-01-01531
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01572
Number of participants with account balances2010-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01505
Total number of active participants reported on line 7a of the Form 55002009-01-01421
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01446
Number of participants with account balances2009-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN

Measure Date Value
2022 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-322,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$532,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$490,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$372,062
Value of total assets at end of year2022-12-31$3,837,501
Value of total assets at beginning of year2022-12-31$4,691,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,775
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$118,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$118,707
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$217,990
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$254
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$3,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-854,401
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,837,501
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,691,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,837,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,687,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-812,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$153,818
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$490,626
Contract administrator fees2022-12-31$24,954
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LANDMARK PLC, CPAS
Accountancy firm EIN2022-12-31710355269
2021 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$864,913
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,013,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$967,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$403,062
Value of total assets at end of year2021-12-31$4,691,902
Value of total assets at beginning of year2021-12-31$4,840,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$45,633
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$626,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$626,960
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$231,602
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$3,967
Total non interest bearing cash at beginning of year2021-12-31$164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-148,398
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,691,902
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,840,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,687,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,840,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-165,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$171,460
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$967,678
Contract administrator fees2021-12-31$26,967
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOGAN TAYLOR, LLP
Accountancy firm EIN2021-12-31731413977
2020 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$973,887
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$699,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$657,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$431,137
Value of total assets at end of year2020-12-31$4,840,300
Value of total assets at beginning of year2020-12-31$4,566,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,890
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$247,587
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$164
Total non interest bearing cash at beginning of year2020-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$274,120
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,840,300
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,566,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,840,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,566,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$542,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$183,550
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$657,877
Contract administrator fees2020-12-31$22,109
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOGAN TAYLOR, LLP
Accountancy firm EIN2020-12-31731413977
2019 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,186,451
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$518,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$473,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$459,786
Value of total assets at end of year2019-12-31$4,566,180
Value of total assets at beginning of year2019-12-31$3,898,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,603
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$261,087
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$10,462
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,429
Total non interest bearing cash at end of year2019-12-31$10
Total non interest bearing cash at beginning of year2019-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$667,933
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,566,180
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,898,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$20,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,566,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,880,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$726,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$197,270
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$7,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$473,915
Contract administrator fees2019-12-31$23,673
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOGAN TAYLOR, LLP
Accountancy firm EIN2019-12-31731413977
2018 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$315,864
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$529,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$478,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$522,272
Value of total assets at end of year2018-12-31$3,898,247
Value of total assets at beginning of year2018-12-31$4,111,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,516
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$136,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$136,489
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$296,854
Participant contributions at end of year2018-12-31$10,462
Participant contributions at beginning of year2018-12-31$10,774
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,650
Total non interest bearing cash at end of year2018-12-31$60
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-213,350
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,898,247
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,111,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,880,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,092,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-342,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$219,768
Employer contributions (assets) at end of year2018-12-31$7,707
Employer contributions (assets) at beginning of year2018-12-31$8,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$478,698
Contract administrator fees2018-12-31$29,562
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HOGAN TAYLOR, LLP
Accountancy firm EIN2018-12-31731413977
2017 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,055,104
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$452,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$412,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$525,839
Value of total assets at end of year2017-12-31$4,111,597
Value of total assets at beginning of year2017-12-31$3,508,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,620
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$76,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$76,364
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$297,007
Participant contributions at end of year2017-12-31$10,774
Participant contributions at beginning of year2017-12-31$9,356
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$602,675
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,111,597
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,508,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$18,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,092,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,492,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$452,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$226,632
Employer contributions (assets) at end of year2017-12-31$8,510
Employer contributions (assets) at beginning of year2017-12-31$7,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$412,809
Contract administrator fees2017-12-31$20,948
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HOGAN TAYLOR, LLP
Accountancy firm EIN2017-12-31731413977
2016 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$707,642
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$833,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$797,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$490,980
Value of total assets at end of year2016-12-31$3,508,922
Value of total assets at beginning of year2016-12-31$3,634,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,099
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$63,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$269,557
Participant contributions at end of year2016-12-31$9,356
Participant contributions at beginning of year2016-12-31$8,724
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$27,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-126,018
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,508,922
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,634,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$17,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,492,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,619,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$152,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$193,772
Employer contributions (assets) at end of year2016-12-31$7,382
Employer contributions (assets) at beginning of year2016-12-31$6,577
Income. Dividends from common stock2016-12-31$63,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$797,561
Contract administrator fees2016-12-31$18,970
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JPMS COX, PLLC
Accountancy firm EIN2016-12-31201776739
2015 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$446,228
Total loss/gain on sale of assets2015-12-31$7,138
Total of all expenses incurred2015-12-31$618,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$580,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$472,517
Value of total assets at end of year2015-12-31$3,634,940
Value of total assets at beginning of year2015-12-31$3,807,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,774
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$68,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$68,328
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$255,794
Participant contributions at end of year2015-12-31$8,724
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$41,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-172,377
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,634,940
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,807,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,619,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,806,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-101,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$175,404
Employer contributions (assets) at end of year2015-12-31$6,577
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$580,831
Contract administrator fees2015-12-31$19,410
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,138
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JPMS COX, PLLC
Accountancy firm EIN2015-12-31201776739
2014 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,346
Total income from all sources (including contributions)2014-12-31$750,565
Total loss/gain on sale of assets2014-12-31$48,196
Total of all expenses incurred2014-12-31$509,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$472,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$531,522
Value of total assets at end of year2014-12-31$3,807,317
Value of total assets at beginning of year2014-12-31$3,567,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,262
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$65,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$65,476
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$215,596
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$170,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$240,873
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,807,317
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,566,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,806,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,544,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,071
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$105,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$145,570
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$472,430
Contract administrator fees2014-12-31$19,007
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,346
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$48,196
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JPMS COX, PLLC
Accountancy firm EIN2014-12-31201776739
2013 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$844,449
Total loss/gain on sale of assets2013-12-31$18,743
Total of all expenses incurred2013-12-31$585,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$552,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$419,939
Value of total assets at end of year2013-12-31$3,567,790
Value of total assets at beginning of year2013-12-31$3,307,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,431
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$58,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$58,147
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$229,264
Participant contributions at end of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$258,836
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,566,444
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,307,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,544,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,307,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$347,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$160,613
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$552,182
Contract administrator fees2013-12-31$17,019
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,346
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$18,743
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JPMS COX, PLLC
Accountancy firm EIN2013-12-31201776739
2012 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$737,836
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$271,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$242,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$440,599
Value of total assets at end of year2012-12-31$3,307,608
Value of total assets at beginning of year2012-12-31$2,841,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,919
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$62,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$246,281
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$23,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$466,554
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,307,608
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,841,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,307,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,840,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$234,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$170,580
Employer contributions (assets) at end of year2012-12-31$261
Employer contributions (assets) at beginning of year2012-12-31$261
Income. Dividends from common stock2012-12-31$62,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$242,363
Contract administrator fees2012-12-31$13,719
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31JPMS COX, PLLC
Accountancy firm EIN2012-12-31201776739
2011 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$411,167
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$246,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$217,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$390,300
Value of total assets at end of year2011-12-31$2,841,054
Value of total assets at beginning of year2011-12-31$2,676,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,322
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$62,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$62,643
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$227,279
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$164,182
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,841,054
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,676,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,840,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,676,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$161,575
Employer contributions (assets) at end of year2011-12-31$261
Employer contributions (assets) at beginning of year2011-12-31$281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$217,663
Contract administrator fees2011-12-31$29,322
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31JPMS COX, PLLC
Accountancy firm EIN2011-12-31201776739
2010 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,847
Total income from all sources (including contributions)2010-12-31$632,984
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$221,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$192,018
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$350,505
Value of total assets at end of year2010-12-31$2,676,872
Value of total assets at beginning of year2010-12-31$2,267,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,676
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$61,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$202,297
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$5,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$411,290
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,676,872
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,265,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$3,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,676,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,265,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$221,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$143,032
Employer contributions (assets) at end of year2010-12-31$281
Income. Dividends from common stock2010-12-31$61,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$192,018
Contract administrator fees2010-12-31$25,993
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,847
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31JPMS COX, PLLC
Accountancy firm EIN2010-12-31201776739
2009 : AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN

2022: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AREA AGENCY ON AGING OF NORTHWEST ARKANSAS, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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