2023 Form 5500 filing — Council On Aging Retirement Savings 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 20240930110200NAL0005454465001) for Council On Aging Retirement Savings Plan, reported by Council On Aging For Southeastern Vt under EIN 22-2738766 and plan number 001. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930110200NAL0005454465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Council On Aging For Southeastern Vt
- EIN
- 22-2738766
- Plan number
- 001
- Location
- Springfield, VT
- Participants
- 40
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,425,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,425,882
- Employer contributions
- $19,863
- Participant contributions
- $102,669
- Total income / additions
- $360,739
- Benefits paid
- $715,526
- Administrative expenses
- $150
- Total expenses
- $715,676
- Net increase / (decrease)
- -$354,937
- Schedule source
- Schedule I