UPPER VALLEY LAND TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UPPER VALLEY LAND TRUST RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : UPPER VALLEY LAND TRUST RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-20 | 91031 |
| Net assets as of the end of the plan year | 2025-06-20 | 1267659 |
| Total assets as of the beginning of the plan year | 2025-06-20 | 1124522 |
| Value of plan covered by a fidelity bond | 2025-06-20 | 167651 |
| Participant contributions to plan in this plan year | 2025-06-20 | 75872 |
| Other income to plan in this plan year | 2025-06-20 | 132576 |
| Plan net income in this plan year | 2025-06-20 | 143137 |
| Net assets as of the end of the plan year | 2025-06-20 | 1267659 |
| Net assets as of the beginning of the plan year | 2025-06-20 | 1124522 |
| Employer contributions to plan in this plan year | 2025-06-20 | 25720 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-20 | 505 |
| 2024 : UPPER VALLEY LAND TRUST RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-13 | 2876 |
| Net assets as of the end of the plan year | 2024-05-13 | 1124522 |
| Total assets as of the beginning of the plan year | 2024-05-13 | 876072 |
| Value of plan covered by a fidelity bond | 2024-05-13 | 167651 |
| Participant contributions to plan in this plan year | 2024-05-13 | 71782 |
| Other income to plan in this plan year | 2024-05-13 | 154744 |
| Plan net income in this plan year | 2024-05-13 | 248450 |
| Net assets as of the end of the plan year | 2024-05-13 | 1124522 |
| Net assets as of the beginning of the plan year | 2024-05-13 | 876072 |
| Employer contributions to plan in this plan year | 2024-05-13 | 24800 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-13 | 362 |
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