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UNION-SNYDER AGENCY ON AGING, INC. RETIREMENT PLAN 401k Plan overview

Plan NameUNION-SNYDER AGENCY ON AGING, INC. RETIREMENT PLAN
Plan identification number 001

UNION-SNYDER AGENCY ON AGING, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

UNION-SNYDER AGENCY ON AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNION-SNYDER AGENCY ON AGING, INC.
Employer identification number (EIN):300232961
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION-SNYDER AGENCY ON AGING, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HOLLY KYLE2024-10-14
0012022-01-01HOLLY KYLE2023-09-18 HOLLY KYLE2023-09-18
0012021-01-01HOLLY KYLE2022-10-07
0012020-01-01HOLLY KYLE2021-05-24
0012019-01-01HOLLY KYLE2020-05-07
0012018-01-01HOLLY KYLE2019-04-22
0012017-01-01HOLLY KYLE2018-05-29 HOLLY KYLE2018-05-29
0012016-01-01HOLLY KYLE2017-04-17 HOLLY KYLE2017-04-17
0012015-01-01HOLLY KYLE2016-06-30
0012014-01-01HOLLY KYLE2015-07-20
0012013-01-01HOLLY KYLE2014-10-15 HOLLY KYLE2014-10-15
0012012-01-01HOLLY KYLE2013-10-09
0012011-01-01HOLLY KYLE2012-08-08
0012010-01-01HOLLY KYLE2011-08-02

Financial Data on UNION-SNYDER AGENCY ON AGING, INC. RETIREMENT PLAN

Measure Date Value
2025 : UNION-SNYDER AGENCY ON AGING, INC. RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-260
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-2669905
Net assets as of the end of the plan year2025-09-261564549
Total assets as of the beginning of the plan year2025-09-261325647
Value of plan covered by a fidelity bond2025-09-26120000
Participant contributions to plan in this plan year2025-09-2641060
Other contributions to plan in this plan year2025-09-2620773
Other income to plan in this plan year2025-09-26168619
Plan net income in this plan year2025-09-26238902
Net assets as of the end of the plan year2025-09-261564549
Net assets as of the beginning of the plan year2025-09-261325647
Value of contributions failed to transmitted timely2025-09-262481
Employer contributions to plan in this plan year2025-09-2678355
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2615282
2024 : UNION-SNYDER AGENCY ON AGING, INC. RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14143643
Net assets as of the end of the plan year2024-10-141325647
Total assets as of the beginning of the plan year2024-10-141174372
Value of plan covered by a fidelity bond2024-10-14120000
Participant contributions to plan in this plan year2024-10-1431245
Other income to plan in this plan year2024-10-14184380
Plan net income in this plan year2024-10-14151275
Net assets as of the end of the plan year2024-10-141325647
Net assets as of the beginning of the plan year2024-10-141174372
Value of contributions failed to transmitted timely2024-10-141114
Employer contributions to plan in this plan year2024-10-1479293
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1413714
2022 : UNION-SNYDER AGENCY ON AGING, INC. RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-0772729
Net assets as of the end of the plan year2022-10-071252124
Total assets as of the beginning of the plan year2022-10-071106529
Value of plan covered by a fidelity bond2022-10-071000000
Participant contributions to plan in this plan year2022-10-0722899
Other income to plan in this plan year2022-10-07150260
Plan net income in this plan year2022-10-07145595
Net assets as of the end of the plan year2022-10-071252124
Net assets as of the beginning of the plan year2022-10-071106529
Employer contributions to plan in this plan year2022-10-0745165
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-078091

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