2023 Form 5500 filing — Vermont Adult Learning Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250214092456NAL0013582627001) for Vermont Adult Learning Retirement Plan, reported by Vermont Adult Learning under EIN 03-0276755 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.3MReported net assets$4,309,227
Participants149
Provider compensation$9.1K1 Schedule C row(s)$9,096
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250214092456NAL0013582627001
Plan sponsor
Vermont Adult Learning
EIN
03-0276755
Plan number
001
Location
Burlington, VT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$740
Money in vs. money out
Total income / additions$696.4K
Total expenses$304K
Benefits paid / distributions$290.6K
Contributions
Employer$78.8K
Participant$144.2K
Full reported line items
Total assets (EOY)
$4,309,967
Total liabilities (EOY)
$740
Net assets (EOY)
$4,309,227
Employer contributions
$78,766
Participant contributions
$144,211
Total income / additions
$696,428
Benefits paid
$290,556
Administrative expenses
$13,424
Total expenses
$303,980
Net increase / (decrease)
$392,448
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $9.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250214092456NAL0013582627001 cover?
It is the 2023 Form 5500 filing for Vermont Adult Learning Retirement Plan, reported by Vermont Adult Learning (EIN 03-0276755).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages