Vermont Gas Systems, Inc. 401(K) Plan — Form 5500 plan (Vermont Gas Systems, 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, Vermont Gas Systems, Inc. 401(K) Plan is a benefit plan reported by Vermont Gas Systems, Inc. under EIN 03-0228680 and plan number 002. The latest loaded filing year is 2023. The filing reports 190 participants and $29,804,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vermont Gas Systems, Inc.
- EIN
- 03-0228680
- Plan number
- 002
- Plan type
- 2
- Location
- Burlington, VT
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $29,804,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20240730120250NAL0019980017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,804,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,804,812
- Net assets (BOY)
- $25,450,104
Income & contributions
- Employer contributions
- $1,085,867
- Participant contributions
- $1,419,390
- Total contributions
- $2,533,129
- Total income / additions
- $6,796,553
Expenses & distributions
- Benefits paid
- $2,325,837
- Administrative expenses
- $116,008
- Total expenses
- $2,441,845
- Net increase / (decrease)
- $4,354,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $79,931 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services, LLC | NONE | $36,077 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vermont Gas Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Burlington, VT
- Morgan Stanley Smith Barney — Schedule C compensation
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation