401k Plan data: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN plan

AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 401k Plan overview

Plan Name	AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN
Plan identification number	002

AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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, REGION ONE, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: AREA AGENCY ON AGING, REGION ONE, INCORPORATED

Employer identification number (EIN): 742371957

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2023-05-18
002 2021-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-05-04
002 2020-01-01 SHAWN T. PARKER, CPC, QPA, ERPA 2021-06-29
002 2019-01-01 ALAN GOLD, CPA 2020-09-02
002 2018-01-01 ALAN GOLD, CPA 2019-09-27
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2013-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2012-01-01 SHARON KENNEDY, APA, QPA, QKA, ERPA
002 2011-01-01 ALAN GOLD, CPA
002 2010-01-01 ALAN GOLD, CPA
002 2009-01-01 ALAN GOLD, CPA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2023-05-18
002	2021-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-05-04
002	2020-01-01	SHAWN T. PARKER, CPC, QPA, ERPA	2021-06-29
002	2019-01-01	ALAN GOLD, CPA	2020-09-02
002	2018-01-01	ALAN GOLD, CPA	2019-09-27
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
002	2013-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
002	2012-01-01	SHARON KENNEDY, APA, QPA, QKA, ERPA
002	2011-01-01	ALAN GOLD, CPA
002	2010-01-01	ALAN GOLD, CPA
002	2009-01-01	ALAN GOLD, CPA

Plan Statistics for AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN

401k plan membership statisitcs for AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN

Measure Date Value
2022: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 124
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 40
Total of all active and inactive participants 2022-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 164
Number of participants with account balances 2022-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 119
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 36
Total of all active and inactive participants 2021-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 155
Number of participants with account balances 2021-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 153
Number of participants with account balances 2020-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 111
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 33
Total of all active and inactive participants 2019-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 144
Number of participants with account balances 2019-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 112
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 45
Total of all active and inactive participants 2017-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 163
Number of participants with account balances 2017-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 128
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 39
Total of all active and inactive participants 2016-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 167
Number of participants with account balances 2016-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 162
Number of participants with account balances 2015-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 10
2014: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 122
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 150
Number of participants with account balances 2014-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6
2013: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 111
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 30
Total of all active and inactive participants 2013-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 141
Number of participants with account balances 2013-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 114
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 29
Total of all active and inactive participants 2012-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 143
Number of participants with account balances 2012-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 110
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 24
Total of all active and inactive participants 2011-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 134
Number of participants with account balances 2011-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 110
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 21
Total of all active and inactive participants 2010-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 131
Number of participants with account balances 2010-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 107
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 21
Total of all active and inactive participants 2009-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 128
Number of participants with account balances 2009-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	124
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	40
Total of all active and inactive participants	2022-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	164
Number of participants with account balances	2022-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	119
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	36
Total of all active and inactive participants	2021-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	155
Number of participants with account balances	2021-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	153
Number of participants with account balances	2020-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	111
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	33
Total of all active and inactive participants	2019-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	144
Number of participants with account balances	2019-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	112
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	45
Total of all active and inactive participants	2017-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	163
Number of participants with account balances	2017-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	128
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	39
Total of all active and inactive participants	2016-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	167
Number of participants with account balances	2016-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	162
Number of participants with account balances	2015-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	10
2014: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	122
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	150
Number of participants with account balances	2014-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6
2013: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	111
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	30
Total of all active and inactive participants	2013-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	141
Number of participants with account balances	2013-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	114
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	29
Total of all active and inactive participants	2012-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	143
Number of participants with account balances	2012-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	110
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	24
Total of all active and inactive participants	2011-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	134
Number of participants with account balances	2011-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	110
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	21
Total of all active and inactive participants	2010-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	131
Number of participants with account balances	2010-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	107
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	21
Total of all active and inactive participants	2009-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	128
Number of participants with account balances	2009-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN

Measure	Date	Value
2022 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-73,280
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$946,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$843,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,014,026
Value of total assets at end of year	2022-12-31	$8,212,357
Value of total assets at beginning of year	2022-12-31	$9,231,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$102,694
Total interest from all sources	2022-12-31	$5,433
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$534,912
Participant contributions at end of year	2022-12-31	$127,794
Participant contributions at beginning of year	2022-12-31	$109,138
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$13,337
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,020
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,019,523
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,212,357
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,231,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$30,252
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,074,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,080,111
Interest on participant loans	2022-12-31	$5,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$9,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$11,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$11,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,092,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$478,094
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$17,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$843,549
Contract administrator fees	2022-12-31	$72,442
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2022-12-31	455497718
2021 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,846,140
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,097,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$994,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$912,361
Value of total assets at end of year	2021-12-31	$9,231,880
Value of total assets at beginning of year	2021-12-31	$8,483,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$103,044
Total interest from all sources	2021-12-31	$7,036
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$465,238
Participant contributions at end of year	2021-12-31	$109,138
Participant contributions at beginning of year	2021-12-31	$169,415
Participant contributions at end of year	2021-12-31	$13,337
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,862
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$748,633
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,231,880
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,483,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$32,295
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,080,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,302,264
Interest on participant loans	2021-12-31	$7,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$11,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$11,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$11,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$926,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$445,261
Employer contributions (assets) at end of year	2021-12-31	$17,379
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$994,463
Contract administrator fees	2021-12-31	$70,749
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2021-12-31	455497718
2020 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,626,963
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$398,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$300,597
Value of total corrective distributions	2020-12-31	$7,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$866,390
Value of total assets at end of year	2020-12-31	$8,483,247
Value of total assets at beginning of year	2020-12-31	$7,254,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$89,712
Total interest from all sources	2020-12-31	$9,762
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$451,313
Participant contributions at end of year	2020-12-31	$169,415
Participant contributions at beginning of year	2020-12-31	$159,653
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$10,902
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,228,725
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,483,247
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,254,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$29,819
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,302,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,062,695
Interest on participant loans	2020-12-31	$9,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$11,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$6,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$6,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$750,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$415,077
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$14,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$300,597
Contract administrator fees	2020-12-31	$59,893
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2020-12-31	455497718
2019 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$76
Total income from all sources (including contributions)	2019-12-31	$1,918,311
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$718,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$628,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$824,113
Value of total assets at end of year	2019-12-31	$7,254,522
Value of total assets at beginning of year	2019-12-31	$6,055,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$90,494
Total interest from all sources	2019-12-31	$8,524
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$426,528
Participant contributions at end of year	2019-12-31	$159,653
Participant contributions at beginning of year	2019-12-31	$158,924
Participant contributions at end of year	2019-12-31	$10,902
Participant contributions at beginning of year	2019-12-31	$10,097
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,199,331
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,254,522
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,055,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$28,393
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,062,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,118,184
Interest on participant loans	2019-12-31	$8,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$6,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$753,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$753,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,085,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$397,585
Employer contributions (assets) at end of year	2019-12-31	$14,884
Employer contributions (assets) at beginning of year	2019-12-31	$14,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$628,486
Contract administrator fees	2019-12-31	$62,101
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2019-12-31	455497718
2018 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$76
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,000
Total income from all sources (including contributions)	2018-12-31	$534,865
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,036,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$942,511
Value of total corrective distributions	2018-12-31	$18
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$849,539
Value of total assets at end of year	2018-12-31	$6,055,267
Value of total assets at beginning of year	2018-12-31	$6,557,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$93,747
Total interest from all sources	2018-12-31	$7,762
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$435,690
Participant contributions at end of year	2018-12-31	$158,924
Participant contributions at beginning of year	2018-12-31	$125,362
Participant contributions at end of year	2018-12-31	$10,097
Participant contributions at beginning of year	2018-12-31	$12,492
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$36,786
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$76
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-501,411
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,055,191
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,556,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$26,971
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,118,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,094,521
Interest on participant loans	2018-12-31	$7,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$753,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$310,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$310,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-322,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$377,063
Employer contributions (assets) at end of year	2018-12-31	$14,390
Employer contributions (assets) at beginning of year	2018-12-31	$14,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$942,511
Contract administrator fees	2018-12-31	$66,776
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2018-12-31	455497718
2017 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,000
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	$1,465,766
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$541,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$461,348
Value of total corrective distributions	2017-12-31	$1,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$829,983
Value of total assets at end of year	2017-12-31	$6,557,602
Value of total assets at beginning of year	2017-12-31	$5,632,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$79,573
Total interest from all sources	2017-12-31	$4,636
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$432,985
Participant contributions at end of year	2017-12-31	$125,362
Participant contributions at beginning of year	2017-12-31	$118,356
Participant contributions at end of year	2017-12-31	$12,492
Participant contributions at beginning of year	2017-12-31	$12,455
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$15,924
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$923,845
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,556,602
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,632,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$22,842
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,094,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,019,039
Interest on participant loans	2017-12-31	$4,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$310,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$466,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$466,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$631,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$381,074
Employer contributions (assets) at end of year	2017-12-31	$14,574
Employer contributions (assets) at beginning of year	2017-12-31	$16,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$461,348
Contract administrator fees	2017-12-31	$56,731
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2017-12-31	455497718
2016 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$965,851
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$944,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$850,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$813,021
Value of total assets at end of year	2016-12-31	$5,632,757
Value of total assets at beginning of year	2016-12-31	$5,611,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$93,879
Total interest from all sources	2016-12-31	$4,901
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$412,800
Participant contributions at end of year	2016-12-31	$118,356
Participant contributions at beginning of year	2016-12-31	$120,985
Participant contributions at end of year	2016-12-31	$12,455
Participant contributions at beginning of year	2016-12-31	$15,638
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,010
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$21,117
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,632,757
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,611,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$35,411
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,019,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,151,402
Interest on participant loans	2016-12-31	$4,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$466,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,306,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,306,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$147,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$394,211
Employer contributions (assets) at end of year	2016-12-31	$16,192
Employer contributions (assets) at beginning of year	2016-12-31	$17,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$850,855
Contract administrator fees	2016-12-31	$58,468
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KIMBERLIN COMPANY PLLC
Accountancy firm EIN	2016-12-31	455497718
2015 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$785,298
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$527,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$425,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$862,717
Value of total assets at end of year	2015-12-31	$5,611,640
Value of total assets at beginning of year	2015-12-31	$5,354,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$102,103
Total interest from all sources	2015-12-31	$5,529
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$412,909
Participant contributions at end of year	2015-12-31	$120,985
Participant contributions at beginning of year	2015-12-31	$128,137
Participant contributions at end of year	2015-12-31	$15,638
Participant contributions at beginning of year	2015-12-31	$14,224
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$73,805
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$257,404
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,611,640
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,354,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$42,345
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,151,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,986,617
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$5,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,306,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,210,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,210,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-82,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$376,003
Employer contributions (assets) at end of year	2015-12-31	$17,120
Employer contributions (assets) at beginning of year	2015-12-31	$15,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$425,791
Contract administrator fees	2015-12-31	$59,758
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	RUSS KIMBERLIN, CPA, PLLC
Accountancy firm EIN	2015-12-31	455497718
2014 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$0
Total income from all sources (including contributions)	2014-12-31	$814,418
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$720,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$614,852
Value of total corrective distributions	2014-12-31	$1,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$714,709
Value of total assets at end of year	2014-12-31	$5,354,236
Value of total assets at beginning of year	2014-12-31	$5,260,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$104,721
Total interest from all sources	2014-12-31	$4,775
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$375,707
Participant contributions at end of year	2014-12-31	$128,137
Participant contributions at beginning of year	2014-12-31	$98,695
Participant contributions at end of year	2014-12-31	$14,224
Participant contributions at beginning of year	2014-12-31	$11,544
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$8,050
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$93,806
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,354,236
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,260,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$39,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,986,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,645,386
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$4,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,210,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$491,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$491,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$94,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$330,952
Employer contributions (assets) at end of year	2014-12-31	$15,161
Employer contributions (assets) at beginning of year	2014-12-31	$13,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$614,852
Contract administrator fees	2014-12-31	$64,971
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	RUSS KIMBERLIN, CPA, PLLC
Accountancy firm EIN	2014-12-31	455497718
2013 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
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	$1,386,769
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$923,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$839,937
Value of total corrective distributions	2013-12-31	$917
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$715,906
Value of total assets at end of year	2013-12-31	$5,260,430
Value of total assets at beginning of year	2013-12-31	$4,796,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$82,371
Total interest from all sources	2013-12-31	$4,092
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$342,208
Participant contributions at end of year	2013-12-31	$98,695
Participant contributions at beginning of year	2013-12-31	$85,244
Participant contributions at end of year	2013-12-31	$11,544
Participant contributions at beginning of year	2013-12-31	$11,901
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$48,221
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$463,544
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,260,430
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,796,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$34,049
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,645,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,844,726
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$4,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$491,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$649,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$649,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$191,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$666,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$325,477
Employer contributions (assets) at end of year	2013-12-31	$13,699
Employer contributions (assets) at beginning of year	2013-12-31	$13,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$839,937
Contract administrator fees	2013-12-31	$48,322
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WALKER & ARMSTRONG LLP
Accountancy firm EIN	2013-12-31	860257194
2012 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$1,246,658
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$593,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$518,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$726,242
Value of total assets at end of year	2012-12-31	$4,796,886
Value of total assets at beginning of year	2012-12-31	$4,143,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$75,332
Total interest from all sources	2012-12-31	$2,682
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$308,953
Participant contributions at end of year	2012-12-31	$85,244
Participant contributions at beginning of year	2012-12-31	$43,332
Participant contributions at end of year	2012-12-31	$11,901
Participant contributions at beginning of year	2012-12-31	$12,394
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$89,166
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$653,111
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,796,886
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,143,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$29,568
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,844,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,928,190
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$2,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$649,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$191,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$145,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$517,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$328,123
Employer contributions (assets) at end of year	2012-12-31	$13,509
Employer contributions (assets) at beginning of year	2012-12-31	$12,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$518,215
Contract administrator fees	2012-12-31	$45,764
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WALKER & ARMSTRONG LLP
Accountancy firm EIN	2012-12-31	860257194
2011 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$600,265
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$301,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$229,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$606,120
Value of total assets at end of year	2011-12-31	$4,143,775
Value of total assets at beginning of year	2011-12-31	$3,844,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$71,502
Total interest from all sources	2011-12-31	$2,638
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$299,338
Participant contributions at end of year	2011-12-31	$43,332
Participant contributions at beginning of year	2011-12-31	$53,295
Participant contributions at end of year	2011-12-31	$12,394
Participant contributions at beginning of year	2011-12-31	$11,883
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$929
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$298,965
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,143,775
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,844,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$31,919
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,928,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,615,190
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$0
Interest on participant loans	2011-12-31	$2,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$145,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$150,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-8,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$305,853
Employer contributions (assets) at end of year	2011-12-31	$12,927
Employer contributions (assets) at beginning of year	2011-12-31	$13,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$229,798
Contract administrator fees	2011-12-31	$39,583
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WALKER & ARMSTRONG LLP
Accountancy firm EIN	2011-12-31	860257194
2010 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$2,454
Total income from all sources (including contributions)	2010-12-31	$791,145
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$312,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$284,340
Value of total corrective distributions	2010-12-31	$193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$570,619
Value of total assets at end of year	2010-12-31	$3,844,810
Value of total assets at beginning of year	2010-12-31	$3,368,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$27,496
Total interest from all sources	2010-12-31	$3,760
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$300,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$271,719
Participant contributions at end of year	2010-12-31	$53,295
Participant contributions at beginning of year	2010-12-31	$72,682
Participant contributions at end of year	2010-12-31	$11,883
Participant contributions at beginning of year	2010-12-31	$9,539
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$479,116
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,844,810
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,365,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$23,401
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,615,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,095,957
Value of interest in pooled separate accounts at end of year	2010-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$0
Interest on participant loans	2010-12-31	$3,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$150,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$175,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$216,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$298,900
Employer contributions (assets) at end of year	2010-12-31	$13,215
Employer contributions (assets) at beginning of year	2010-12-31	$12,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$284,340
Contract administrator fees	2010-12-31	$4,095
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$2,454
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WALKER & ARMSTRONG LLP
Accountancy firm EIN	2010-12-31	860257194
2009 : AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN

2022: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: AREA AGENCY ON AGING, REGION ONE, INCORPORATED 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-ZB84

Policy instance

Insurance contract or identification number	GAP-B2-ZB84
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $285
Total amount of fees paid to insurance company	USD $71
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $285
Amount paid for insurance broker fees	71
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MTL EQUITY PRODUCTS INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-ZB84

Policy instance

Insurance contract or identification number	GAP-B2-ZB84
Number of Individuals Covered	142
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,307
Total amount of fees paid to insurance company	USD $327
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,307
Amount paid for insurance broker fees	327
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MTL EQUITY PRODUCTS INC

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-ZB84

Policy instance

Insurance contract or identification number	GAP-B2-ZB84
Number of Individuals Covered	131
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $960
Total amount of fees paid to insurance company	USD $240
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-B2-ZB84

Policy instance

Insurance contract or identification number	GAP-B2-ZB84
Number of Individuals Covered	131
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,118
Total amount of fees paid to insurance company	USD $280
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,118
Amount paid for insurance broker fees	280
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MTL EQUITY PRODUCTS INC

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	AREA AGENCY ON AGING, REGION ONE, INCORPORATED
Employer identification number (EIN):	742371957
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers