Shoreham, VT Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Shoreham, VT has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $10,296,183 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,296,183
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,296,183

Contributions & income

Employer contributions
$349,378
Participant contributions
$641,908
Total income / additions
$2,048,313

Expenses & distributions

Benefits paid / distributions
$315,356
Total expenses
$545,812
Net increase / (decrease)
$1,502,501

Coverage

Total reported participants
181
Plans with financial statements
4
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shoreham, VT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Shoreham, VT
PlanSponsorReported assets (EOY)Year
Lapham & Dibble Gallery, Inc. Profit Sharing PlanLapham & Dibble Gallery, Inc.$4,968,9092023
Whistlepig Goamericago Beverag 401(K) Profit Sharing Plan & TrustWhistlepig Goamericago Beverag$4,727,0912023
Justin Mae Inc. Retirement PlanJustin Mae Inc.$404,6782023
Kevsco Corporation 401(K) PlanKevsco Corporation$195,5052023

Related Form 5500 pages