Rutland County Community Services Retirement Savings Plan — Form 5500 plan (Rutland County Community Services, 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, Rutland County Community Services Retirement Savings Plan is a benefit plan reported by Rutland County Community Services, Inc. under EIN 22-2795961 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $11,269,432 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rutland County Community Services, Inc.
EIN
22-2795961
Plan number
001
Plan type
2
Location
Rutland, VT
Latest filing year
2023
Participants
314
End-of-year plan assets
$11,269,432

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20241008153834NAL0030389984001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,269,432
Total liabilities (EOY)
$0
Net assets (EOY)
$11,269,432
Net assets (BOY)
$10,149,677

Income & contributions

Employer contributions
$273,989
Participant contributions
$751,054
Total contributions
$1,037,307
Total income / additions
$2,506,574

Expenses & distributions

Benefits paid
$1,382,759
Administrative expenses
$4,060
Total expenses
$1,386,819
Net increase / (decrease)
$1,119,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$1,806$02023

Related Form 5500 pages