2023 Form 5500 filing — Butternut Mountain Farm 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917132309NAL0001139715001) for Butternut Mountain Farm 401(K) Retirement Plan, reported by Butternut Mountain Farm -The Vermont Maple Sugar under EIN 03-0281387 and plan number 001. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917132309NAL0001139715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Butternut Mountain Farm -The Vermont Maple Sugar
- EIN
- 03-0281387
- Plan number
- 001
- Location
- Morrisville, VT
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,731,823
- Total liabilities (EOY)
- $5,243
- Net assets (EOY)
- $5,726,580
- Employer contributions
- $278,920
- Participant contributions
- $518,573
- Total income / additions
- $1,727,098
- Benefits paid
- $2,608,533
- Administrative expenses
- $9,143
- Total expenses
- $2,617,676
- Net increase / (decrease)
- -$890,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vermont Maple Sugar Company Inc | OTHER | $7,099 | $0 |
| Compass 360 | RECORDKEEPER | $1,065 | $2,622 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $180 | $808 |
| Empower Annuity Insurance Company | RECORDKEEPER | $800 | $0 |