Butternut Mountain Farm 401(K) Retirement Plan — Form 5500 plan (Butternut Mountain Farm -The Vermont Maple Sugar)
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, Butternut Mountain Farm 401(K) Retirement Plan is a benefit plan reported by Butternut Mountain Farm -The Vermont Maple Sugar under EIN 03-0281387 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $5,731,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Butternut Mountain Farm -The Vermont Maple Sugar
- EIN
- 03-0281387
- Plan number
- 001
- Plan type
- 2
- Location
- Morrisville, VT
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $5,731,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240917132309NAL0001139715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,731,823
- Total liabilities (EOY)
- $5,243
- Net assets (EOY)
- $5,726,580
- Net assets (BOY)
- $6,617,158
Income & contributions
- Employer contributions
- $278,920
- Participant contributions
- $518,573
- Total contributions
- $899,870
- Total income / additions
- $1,727,098
Expenses & distributions
- Benefits paid
- $2,608,533
- Administrative expenses
- $9,143
- Total expenses
- $2,617,676
- Net increase / (decrease)
- -$890,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vermont Maple Sugar Company Inc | OTHER | $7,099 | $0 | 2023 |
| Compass 360 | RECORDKEEPER | $1,065 | $2,622 | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $180 | $808 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $800 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Butternut Mountain Farm -The Vermont Maple Sugar
- 2023 Form 5500 filing
- Form 5500 filings in VT
- 401(k) and benefit plan filings in Morrisville, VT
- Vermont Maple Sugar Company Inc — Schedule C compensation
- Compass 360 — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation