2023 Form 5500 filing — The Vermont Country Store, Inc. Profit Sharing 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 20241010093650NAL0035384656001) for The Vermont Country Store, Inc. Profit Sharing Plan, reported by The Vermont Country Store, Inc. under EIN 03-0211663 and plan number 001. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010093650NAL0035384656001
Filing year
2023
Form type
2
Plan sponsor
The Vermont Country Store, Inc.
EIN
03-0211663
Plan number
001
Location
Manchester Center, VT
Participants
649
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$36,428,643
Net assets (EOY)
$36,428,643
Employer contributions
$888,503
Participant contributions
$1,502,950
Total income / additions
$7,288,909
Benefits paid
$5,476,856
Administrative expenses
$108,772
Total expenses
$5,585,628
Net increase / (decrease)
$1,703,281
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan Services,IncNONE$69,198not reported in the loaded dataset
Fiducient AdvisorsNONE$40,574not reported in the loaded dataset

Related Form 5500 pages