Vermont Mechanical, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Mechanical, Inc. (EIN 03-0313242) is a plan sponsor located in Williston, VT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0313242
Location
Williston, VT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,852,625
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,852,625

Contributions & income

Employer contributions
$144,691
Participant contributions
$553,012
Total income / additions
$1,759,504

Expenses & distributions

Benefits paid / distributions
$578,489
Total expenses
$587,487
Net increase / (decrease)
$1,172,017

Coverage

Total reported participants
259
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Vermont Mechanical, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Vermont Mechanical, Inc. 401(K) Plan And Trust002148$7,852,6252023
Vermont Mechanical, Inc Health & Welfare Benefit Plan520111not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Vermont Mechanical, Inc.
YearPlanParticipantsSchedulesFiling
2023Vermont Mechanical, Inc Health & Welfare Benefit Plan11120240523185831NAL0005958337001
2023Vermont Mechanical, Inc. 401(K) Plan And Trust148H, C20240930091616NAL0009130592001

Related Form 5500 pages