403 B Employer Retirement Plan — Form 5500 plan (Southern Vermont Area Health Education Center)
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, 403 B Employer Retirement Plan is a benefit plan reported by Southern Vermont Area Health Education Center under EIN 03-0361093 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $474,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Vermont Area Health Education Center
- EIN
- 03-0361093
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, VT
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $474,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20250407123821NAL0009286995001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $474,012
- Net assets (EOY)
- $474,012
- Net assets (BOY)
- $373,517
Income & contributions
- Employer contributions
- $37,626
- Participant contributions
- $8,663
- Total income / additions
- $101,235
Expenses & distributions
- Total expenses
- $740
- Net increase / (decrease)
- $100,495
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.