Vermont Permanency Initiative, Inc. 403(B) Plan — Form 5500 plan (Vermont Permanency Initiative, 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 Permanency Initiative, Inc. 403(B) Plan is a benefit plan reported by Vermont Permanency Initiative, Inc. under EIN 46-1549267 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $3,120,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vermont Permanency Initiative, Inc.
- EIN
- 46-1549267
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, NH
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $3,120,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H | 20241014130859NAL0053637538001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,120,952
- Total liabilities (EOY)
- $5,972
- Net assets (EOY)
- $3,114,980
- Net assets (BOY)
- $2,817,039
Income & contributions
- Employer contributions
- $111,102
- Participant contributions
- $160,943
- Total contributions
- $272,045
- Total income / additions
- $770,244
Expenses & distributions
- Benefits paid
- $468,863
- Administrative expenses
- $3,440
- Total expenses
- $472,303
- Net increase / (decrease)
- $297,941
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.