The Vermont Country Store, Inc. Profit Sharing Plan — Form 5500 plan (The Vermont Country Store, Inc.)

Plain-English plan 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, The Vermont Country Store, Inc. Profit Sharing Plan is a benefit plan reported by The Vermont Country Store, Inc. under EIN 03-0211663 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $36,428,643 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Vermont Country Store, Inc.
EIN
03-0211663
Plan number
001
Plan type
2
Location
Manchester Center, VT
Latest filing year
2023
Participants
649
End-of-year plan assets
$36,428,643

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023649H, C20241010093650NAL0035384656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,428,643
Net assets (EOY)
$36,428,643
Net assets (BOY)
$34,725,362

Income & contributions

Employer contributions
$888,503
Participant contributions
$1,502,950
Total contributions
$2,625,450
Total income / additions
$7,288,909

Expenses & distributions

Benefits paid
$5,476,856
Administrative expenses
$108,772
Total expenses
$5,585,628
Net increase / (decrease)
$1,703,281

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$69,198not reported in the loaded dataset2023
Fiducient AdvisorsNONE$40,574not reported in the loaded dataset2023

Related Form 5500 pages