Plan5500

St. Johnsbury Academy 403(B) Retirement Plan — Form 5500 plan (Trustees Of The St. Johnsbury Academy)

Plain-English plan 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, St. Johnsbury Academy 403(B) Retirement Plan is a benefit plan reported by Trustees Of The St. Johnsbury Academy under EIN 03-0181215 and plan number 002. The latest loaded filing year is 2023. The filing reports 399 participants and $37,031,420 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37MPlan net assets, end of year$37,031,420
Participants399Covered participants reported
Assets / participant$92.8KComputed: assets ÷ participants$92,811 (computed)
Provider compensation$26.7K2 Schedule C provider row(s)$26,653
Plan sponsor
Trustees Of The St. Johnsbury Academy
EIN
03-0181215
Plan number
002
Plan type
2
Location
Saint Johnsbury, VT
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    399 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$37M total assets
Net assets$37MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$644.8K
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$37,031,420
Total liabilities (EOY)
$0
Net assets (EOY)
$37,031,420
Net assets (BOY)
$31,291,733

Income & contributions

Employer contributions
$644,848
Participant contributions
$1,063,740
Total contributions
$1,819,607
Total income / additions
$7,147,952

Expenses & distributions

Benefits paid
$1,381,527
Administrative expenses
$26,738
Total expenses
$1,408,265
Net increase / (decrease)
$5,739,687
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Tiaa-Teachers Ins & Annuity Assoc$26.5K
    RECORDKEEPER · Direct $26.5K · Indirect $0
  2. 2
    Fidelity Investments Institutional$160
    RECORDKEEPER · Direct $160 · Indirect $0

Related Form 5500 pages