Original filing (PDF)20251223150209NAL0005936451001

JEFFERSON COUNTY AREA AGENCY ON AGING

Name: JEFFERSON COUNTY AREA AGENCY ON AGING — 403(B) THRIFT PLAN FOR EMPLOYEES OF JEFFERSON COUNTY AREA AGENCY ON AGING, Form 5500 (2024)
Creator: JEFFERSON COUNTY AREA AGENCY ON AGING

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF JEFFERSON COUNTY AREA AGENCY ON AGING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFFERSON COUNTY AREA AGENCY ON AGING.

Plan sponsor

Name

JEFFERSON COUNTY AREA AGENCY ON AGING

EIN

25-1541868

Address

186 MAIN ST STE 2 · BROOKVILLE, PA · 158250806

Phone

(814) 849-3096

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-23

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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