Plan5500

Vermont Mechanical, Inc. 401(K) Plan And Trust — Form 5500 plan (Vermont Mechanical, 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, Vermont Mechanical, Inc. 401(K) Plan And Trust is a benefit plan reported by Vermont Mechanical, Inc. under EIN 03-0313242 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $7,852,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vermont Mechanical, Inc.
EIN
03-0313242
Plan number
002
Plan type
2
Location
Williston, VT
Latest filing year
2023
Participants
148
End-of-year plan assets
$7,852,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20240930091616NAL0009130592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,852,625
Total liabilities (EOY)
$0
Net assets (EOY)
$7,852,625
Net assets (BOY)
$6,680,608

Income & contributions

Employer contributions
$144,691
Participant contributions
$553,012
Total contributions
$719,495
Total income / additions
$1,759,504

Expenses & distributions

Benefits paid
$578,489
Administrative expenses
$8,998
Total expenses
$587,487
Net increase / (decrease)
$1,172,017

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$7,499$02023

Related Form 5500 pages