Vermont Federal Credit Union 401(K) Plan And Trust — Form 5500 plan (Vermont Federal Credit Union)
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, Vermont Federal Credit Union 401(K) Plan And Trust is a benefit plan reported by Vermont Federal Credit Union under EIN 03-0194663 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $19,557,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vermont Federal Credit Union
- EIN
- 03-0194663
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $19,557,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241007153934NAL0015439105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,557,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,557,338
- Net assets (BOY)
- $16,025,060
Income & contributions
- Employer contributions
- $705,715
- Participant contributions
- $929,306
- Total contributions
- $2,503,244
- Total income / additions
- $5,649,436
Expenses & distributions
- Benefits paid
- $2,019,710
- Administrative expenses
- $97,448
- Total expenses
- $2,117,158
- Net increase / (decrease)
- $3,532,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $79,994 | not reported in the loaded dataset | 2023 |
| Members Capital Advisors, Inc. | NONE | $17,454 | not reported in the loaded dataset | 2023 |