Vermont Housing & Conservation Board Profit Sharing Plan — Form 5500 plan (Vermont Housing & Conservation Board)

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 Housing & Conservation Board Profit Sharing Plan is a benefit plan reported by Vermont Housing & Conservation Board under EIN 03-0311984 and plan number 001. The latest loaded filing year is 2023. The filing reports 70 participants and $7,828,743 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vermont Housing & Conservation Board
EIN
03-0311984
Plan number
001
Plan type
2
Location
Montpelier, VT
Latest filing year
2023
Participants
70
End-of-year plan assets
$7,828,743

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202370I20250414110932NAL0000742179001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,828,743
Net assets (EOY)
$7,828,743
Net assets (BOY)
$7,201,383

Income & contributions

Employer contributions
$377,268
Total income / additions
$1,305,065

Expenses & distributions

Benefits paid
$676,305
Administrative expenses
$400
Total expenses
$677,705
Net increase / (decrease)
$627,360

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages