Essex Junction, 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 Junction, VT has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $39,925,292 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 11
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $39,925,292
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $39,925,292
Contributions & income
- Employer contributions
- $493,325
- Participant contributions
- $2,025,408
- Total income / additions
- $24,585,698
Expenses & distributions
- Benefits paid / distributions
- $25,132,882
- Total expenses
- $25,226,338
- Net increase / (decrease)
- -$640,640
Coverage
- Total reported participants
- 1,568
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Essex Junction, 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.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Autumn Harp, Inc. 401(K) Profit Sharing Plan | Autumn Harp, Inc. | $15,388,026 | 2023 |
| Alliance Group, Inc. Employee Stock Ownership Plan | Alliance Group, Inc. | $13,910,602 | 2023 |
| Alliance Group, Inc. 401(K) Plan | Alliance Group, Inc. | $6,637,678 | 2023 |
| Roam Wouda Inc. Retirement Plan | Roam Wouda Inc. | $3,500,000 | 2023 |
| The Essex Agency, Inc. Employee Stock Ownership Plan | The Essex Agency, Inc. | $439,537 | 2023 |
| Addie & Grace Boutique Inc. Retirement Plan | Addie & Grace Boutique Inc. | $49,449 | 2023 |
| Essex Management LLC 401(K) Profit Sharing Plan And Trust | Essex Management LLC | $0 | 2023 |
| Autumn Harp Health And Welfare Plan | Autumn Harp, Inc. | not reported in the loaded dataset | 2023 |
| Alliance Group, Inc. Welfare Benefit Plan | Alliance Group Services, LLC | not reported in the loaded dataset | 2023 |
| Revision Military Ltd Medical, Dental, Fsa, Disability And Life Plan | Revision Military Ltd | not reported in the loaded dataset | 2023 |
| Gordini Usa Inc | Gordini Usa, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Essex Junction → · Essex Junction plans by participants → · Essex Junction plans with financial data → · Essex Junction plans with provider compensation → · $1B+ plans in Essex Junction →
Related Form 5500 pages
- All VT Form 5500 filings
- Autumn Harp, Inc. 401(K) Profit Sharing Plan (plan 001)
- Autumn Harp, Inc. — all reported plans
- Alliance Group, Inc. Employee Stock Ownership Plan (plan 002)
- Alliance Group, Inc. — all reported plans
- Alliance Group, Inc. 401(K) Plan (plan 001)
- Roam Wouda Inc. Retirement Plan (plan 001)
- Roam Wouda Inc. — all reported plans
- The Essex Agency, Inc. Employee Stock Ownership Plan (plan 003)
- The Essex Agency, Inc. — all reported plans
- Addie & Grace Boutique Inc. Retirement Plan (plan 001)
- Addie & Grace Boutique Inc. — all reported plans
- Essex Management LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Essex Management LLC — all reported plans
- Autumn Harp Health And Welfare Plan (plan 507)
- Alliance Group, Inc. Welfare Benefit Plan (plan 510)
- Revision Military Ltd Medical, Dental, Fsa, Disability And Life Plan (plan 510)
- Revision Military Ltd — all reported plans
- Gordini Usa Inc (plan 501)
- Gordini Usa, Inc. — all reported plans
- Methodology
- Data sources