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WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 401k Plan overview

Plan NameWESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN
Plan identification number 001

WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

WESTERN RESERVE AREA AGENCY ON AGING has sponsored the creation of one or more 401k plans.

Company Name:WESTERN RESERVE AREA AGENCY ON AGING
Employer identification number (EIN):341620774
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTOPHER HALL2023-09-10
0012021-01-01CHRISTOPHER HALL2023-09-20
0012020-01-01CHRISTOPHER HALL2021-10-11
0012019-01-01CHRISTOPHER HALL2020-08-10
0012018-01-01CHRISTOPHER HALL2019-10-13
0012017-01-01CHRISTOPHER HALL2018-09-21
0012016-01-01CHRISTOPHER HALL2017-10-09
0012015-01-01CHRISTOPHER HALL2016-10-11
0012014-01-01CHRISTOPHER HALL2015-10-14
0012013-01-01CHRISTOPHER HALL
0012012-01-01CHRISTOPHER HALL
0012011-01-01CHRISTOPHER HALL
0012010-01-01CHRISTOPHER HALL
0012009-01-01CHRISTOPHER HALL
0012009-01-01CHRISTOPHER HALL

Plan Statistics for WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN

401k plan membership statisitcs for WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN

Measure Date Value
2013: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01164
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01106
Number of participants with account balances2013-01-0177
2012: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01174
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-01174
Number of participants with account balances2012-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01140
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0111
Total participants2011-01-01179
Number of participants with account balances2011-01-01174
2010: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01192
Total number of active participants reported on line 7a of the Form 55002010-01-01147
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-019
Total participants2010-01-01190
Number of participants with account balances2010-01-01184
2009: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01208
Total number of active participants reported on line 7a of the Form 55002009-01-01145
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-01193
Number of participants with account balances2009-01-01192

Financial Data on WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN

Measure Date Value
2013 : WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,284,255
Total of all expenses incurred2013-12-31$6,526,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,523,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$172,133
Value of total assets at end of year2013-12-31$2,639,311
Value of total assets at beginning of year2013-12-31$7,881,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,985
Total interest from all sources2013-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$167,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$167,574
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$172,133
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$2,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-5,241,896
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,639,311
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,881,207
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,509,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,986,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$129,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$894,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$894,734
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$944,478
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,523,166
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
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 name2013-12-31COHEN & COMPANY, LTD.
Accountancy firm EIN2013-12-31341912961
2012 : WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,153,718
Total of all expenses incurred2012-12-31$337,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$334,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$315,779
Value of total assets at end of year2012-12-31$7,881,207
Value of total assets at beginning of year2012-12-31$7,065,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,606
Total interest from all sources2012-12-31$221
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$154,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$154,851
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$315,779
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$3,606
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$815,838
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,881,207
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,065,369
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,986,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,177,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$894,734
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$887,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$887,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$682,867
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$334,274
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31COHEN & COMPANY, LTD.
Accountancy firm EIN2012-12-31341912961
2011 : WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$349,463
Total of all expenses incurred2011-12-31$712,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$708,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$445,673
Value of total assets at end of year2011-12-31$7,065,369
Value of total assets at beginning of year2011-12-31$7,428,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,064
Total interest from all sources2011-12-31$173
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$160,624
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$160,624
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$348,331
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$46,127
Administrative expenses (other) incurred2011-12-31$4,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-363,163
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,065,369
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,428,532
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$6,177,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,700,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$887,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$727,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$727,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-257,007
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$51,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$708,562
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31COHEN & COMPANY, LTD.
Accountancy firm EIN2011-12-31341912961
2010 : WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,470,262
Total of all expenses incurred2010-12-31$670,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$666,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$599,234
Value of total assets at end of year2010-12-31$7,428,532
Value of total assets at beginning of year2010-12-31$6,628,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,382
Total interest from all sources2010-12-31$308
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$113,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$113,732
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$370,694
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,193
Administrative expenses (other) incurred2010-12-31$4,382
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$799,586
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,428,532
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,628,946
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,700,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,770,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$727,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$858,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$858,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$756,988
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$227,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$666,294
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31COHEN & COMPANY, LTD.
Accountancy firm EIN2010-12-31341912961
2009 : WESTERN RESERVE AREA AGENCY ON AGING 403(B) 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 WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN

2013: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WESTERN RESERVE AREA AGENCY ON AGING 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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