Trust Company Of Vermont Employee Stock Ownership Plan — Form 5500 plan (Trust Company Of Vermont)
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, Trust Company Of Vermont Employee Stock Ownership Plan is a benefit plan reported by Trust Company Of Vermont under EIN 03-0362172 and plan number 002. The latest loaded filing year is 2023. The filing reports 51 participants and $18,810,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trust Company Of Vermont
- EIN
- 03-0362172
- Plan number
- 002
- Plan type
- 2
- Location
- Brattleboro, VT
- Latest filing year
- 2023
- Participants
- 51
- End-of-year plan assets
- $18,810,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 51 | I | 20240711110632NAL0025883792001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,810,834
- Net assets (EOY)
- $18,810,834
- Net assets (BOY)
- $18,503,938
Income & contributions
- Employer contributions
- $817,518
- Total income / additions
- $2,105,451
Expenses & distributions
- Benefits paid
- $1,798,555
- Total expenses
- $1,798,555
- Net increase / (decrease)
- $306,896
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.