Wells River, 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, Wells River, VT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $23,948 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 Wells River

  • 1 loaded plans hold $23.9K in reported assets across 1 sponsors.
  • The largest, Todd Holt Physical Therapy 401k Plan, holds 100% of reported Wells River plan assets.
  • Plans cover 2 participants — about 2 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$23.9KSummed across loaded plans$23,948
Total reported assets$23.9K$23,948
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$23.9K total assets
Net assets$23.9KLiabilities
Contributions & income
Employer contributions$1.7K
Participant contributions$7.2K
Total income / additions$17K
Expenses & distributions
Benefits paid / distributions$70K
Total expenses$70K
Net increase / (decrease)-$53K

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 Wells River, 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

Wells River market comparison

Largest plan share of assets100%Todd Holt Physical Therapy 401k Plan
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Wells River

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

  1. 1
    Todd Holt Physical Therapy · 2023

What to inspect next

Frequently asked questions

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

Related Form 5500 pages