2023 Form 5500 filing — Rutland County Community Services 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 20241008153834NAL0030389984001) for Rutland County Community Services Retirement Savings Plan, reported by Rutland County Community Services, Inc. under EIN 22-2795961 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008153834NAL0030389984001
Filing year
2023
Form type
2
Plan sponsor
Rutland County Community Services, Inc.
EIN
22-2795961
Plan number
001
Location
Rutland, VT
Participants
314
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,269,432
Total liabilities (EOY)
$0
Net assets (EOY)
$11,269,432
Employer contributions
$273,989
Participant contributions
$751,054
Total income / additions
$2,506,574
Benefits paid
$1,382,759
Administrative expenses
$4,060
Total expenses
$1,386,819
Net increase / (decrease)
$1,119,755
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$1,806$0

Related Form 5500 pages