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SOUTHERN AREA AGENCY ON AGING — 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN AREA AGENCY ON AGING, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250702134509NAL0031712658001
SOUTHERN AREA AGENCY ON AGING
Form 5500-SF
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHERN AREA AGENCY ON AGING
401(k) retirement plan
Active participants
21
Accounts w/ balance
32
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SOUTHERN AREA AGENCY ON AGING
.
Find decision makers
Plan sponsor
Name
SOUTHERN AREA AGENCY ON AGING
EIN
54-1018745
Address
204 CLEVELAND AVE · MARTINSVILLE, VA · 241123715
Phone
(276) 632-6442
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-02
Pension benefit codes
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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BAYLOR ORAL HEALTH FOUNDATION
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BAYLOR ORAL HEALTH FOUNDATION EMPLOYEE SAVINGS PLAN
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NORTHROP GRUMMAN PENSION PLAN
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NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
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NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
