Council On Aging Retirement Savings Plan — Form 5500 plan (Council On Aging For Southeastern Vt)
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, Council On Aging Retirement Savings Plan is a benefit plan reported by Council On Aging For Southeastern Vt under EIN 22-2738766 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $1,425,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Council On Aging For Southeastern Vt
- EIN
- 22-2738766
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, VT
- Latest filing year
- 2023
- Participants
- 40
- End-of-year plan assets
- $1,425,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 40 | I | 20240930110200NAL0005454465001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,425,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,425,882
- Net assets (BOY)
- $1,780,819
Income & contributions
- Employer contributions
- $19,863
- Participant contributions
- $102,669
- Total income / additions
- $360,739
Expenses & distributions
- Benefits paid
- $715,526
- Administrative expenses
- $150
- Total expenses
- $715,676
- Net increase / (decrease)
- -$354,937
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.