2023 Form 5500 filing — 403 B Employer 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 20250407123821NAL0009286995001) for 403 B Employer Retirement Plan, reported by Southern Vermont Area Health Education Center under EIN 03-0361093 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250407123821NAL0009286995001
Filing year
2023
Form type
2
Plan sponsor
Southern Vermont Area Health Education Center
EIN
03-0361093
Plan number
001
Location
Springfield, VT
Participants
15
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$474,012
Net assets (EOY)
$474,012
Employer contributions
$37,626
Participant contributions
$8,663
Total income / additions
$101,235
Total expenses
$740
Net increase / (decrease)
$100,495
Schedule source
Schedule I

Related Form 5500 pages