Green Mountain Electric Supply, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Green Mountain Electric Supply, Inc.)

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, Green Mountain Electric Supply, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Green Mountain Electric Supply, Inc. under EIN 03-0187330 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $11,971,807 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Green Mountain Electric Supply, Inc.
EIN
03-0187330
Plan number
001
Plan type
3
Location
Colchester, VT
Latest filing year
2023
Participants
345
End-of-year plan assets
$11,971,807

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20240923143250NAL0011566545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,971,807
Total liabilities (EOY)
$0
Net assets (EOY)
$11,971,807
Net assets (BOY)
$8,624,720

Income & contributions

Employer contributions
$536,373
Participant contributions
$973,038
Total contributions
$1,978,213
Total income / additions
$3,689,821

Expenses & distributions

Benefits paid
$307,219
Administrative expenses
$35,515
Total expenses
$342,734
Net increase / (decrease)
$3,347,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesNONE$33,947not reported in the loaded dataset2023

Related Form 5500 pages