Plan5500

Williamstown, 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, Williamstown, VT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,018,595 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Williamstown

  • 2 loaded plans hold $1M in reported assets across 2 sponsors.
  • The largest, Burrell Roofing Company, Inc. Profit Sharing 401k Plan, holds 78% of reported Williamstown plan assets.
  • Plans cover 12 participants — about 6 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$1MSummed across loaded plans$1,018,595
Total reported assets$1M$1,018,595
Total reported participants12
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1M total assets
Net assets$1MLiabilities—
Contributions & income
Employer contributions$2.6K
Participant contributions$12.3K
Total income / additions-$21.7K
Expenses & distributions
Benefits paid / distributions$164K
Total expenses$164K
Net increase / (decrease)-$185.7K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Williamstown, 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

Williamstown market comparison

Largest plan share of assets78%Burrell Roofing Company, Inc. Profit Sharing 401k Plan
Participants per plan6Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Williamstown

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

  1. 1
    Burrell Roofing Company, Inc. Profit Sharing 401k Plan$793.4K
    Burrell Roofing Company, Inc. · 2023
  2. 2
    Arl Enterprises, Inc. 401(K) Plan$225.2K
    Arl Enterprises, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Williamstown, VT?
2 plan(s) reported by 2 sponsor(s) are loaded for Williamstown, VT.

Related Form 5500 pages