Plan5500

Essex Jct, VT Form 5500 retirement and benefit plan filings

City Form 5500 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, Essex Jct, VT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $163,965 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Essex Jct

  • 1 loaded plans hold $164K in reported assets across 1 sponsors.
  • The largest, Myers Tax & Accounting 401(K) Plan, holds 100% of reported Essex Jct plan assets.
  • Plans cover 1 participants — about 1 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$164KSummed across loaded plans$163,965
Total reported assets$164K$163,965
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$164K total assets
Net assets$164KLiabilities—
Contributions & income
Employer contributions$3.2K
Participant contributions$14.1K
Total income / additions$32.5K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$32.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Essex Jct, VT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Essex Jct market comparison

Largest plan share of assets100%Myers Tax & Accounting 401(K) Plan
Participants per plan1Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Essex Jct

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Myers Tax & Accounting 401(K) Plan$164K
    Myers Tax & Accounting · 2023

Largest plans in Essex Jct → · Essex Jct plans by participants → · Essex Jct plans with financial data → · Essex Jct plans with provider compensation → · $1B+ plans in Essex Jct →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Essex Jct, VT?
1 plan(s) reported by 1 sponsor(s) are loaded for Essex Jct, VT.

Related Form 5500 pages