Original filing (PDF)20250716073456NAL0002893601001

MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS

Name: MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS — 403(B) THRIFT PLAN FOR EMPLOYEES OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS, Form 5500 (2024)
Creator: MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS

Defined-contribution retirement plan

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

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 MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS.

Plan sponsor

Name

MID - FLORIDA AREA AGENCY ON AGING, INC. D/B/A ELDER OPTIONS

EIN

59-1777567

Address

100 SW 75TH ST · SUITE 301 · GAINESVILLE, FL · 326075779

Phone

(352) 378-6649

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

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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