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VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameVERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VERMONT STATE EMPLOYEES ASSOCIATION, INC has sponsored the creation of one or more 401k plans.

Company Name:VERMONT STATE EMPLOYEES ASSOCIATION, INC
Employer identification number (EIN):030187599
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about VERMONT STATE EMPLOYEES ASSOCIATION, INC

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division
Incorporation Date: 1956-04-03
Company Identification Number: 45457
Legal Registered Office Address: 155 state Street

Montpelier
United States of America (USA)
05602

More information about VERMONT STATE EMPLOYEES ASSOCIATION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01AMY HASKINS
0022023-01-01
0022023-01-01AMY HASKINS
0022022-01-01
0022022-01-01AMY HASKINS
0022021-01-01
0022021-01-01AMY HASKINS
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01AMY HASKINS
0022016-01-01SHEILA MANCHESTER CONIFF
0022015-01-01SHEILA MANCHESTER
0022014-01-01SHEILA CONIFF2015-07-14
0022013-01-01RAY STOUT2014-09-22
0022012-01-01SHEILA MANCHESTER-CONIFF2013-05-08
0022011-01-01SHEILA MANCHESTER-CONIFF2012-07-06
0022010-01-01CHAD WAWRZYNIAK2011-07-20

Financial Data on VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$918,368
Expenses. Total of all expenses incurred2023-12-31$11,437
Benefits paid (including direct rollovers)2023-12-31$11,031
Total plan assets at end of year2023-12-31$4,120,610
Total plan assets at beginning of year2023-12-31$3,213,679
Value of fidelity bond covering the plan2023-12-31$400,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$75,128
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$593,026
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$906,931
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,120,610
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,213,679
Assets. Value of participant loans2023-12-31$85,561
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$250,214
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$406
2022 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-329,824
Expenses. Total of all expenses incurred2022-12-31$33,364
Benefits paid (including direct rollovers)2022-12-31$30,738
Total plan assets at end of year2022-12-31$3,213,679
Total plan assets at beginning of year2022-12-31$3,576,867
Value of fidelity bond covering the plan2022-12-31$400,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$59,743
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-629,363
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-363,188
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,213,679
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,576,867
Assets. Value of participant loans2022-12-31$82,694
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$239,796
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$2,088
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$538
2021 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$693,513
Expenses. Total of all expenses incurred2021-12-31$15,927
Benefits paid (including direct rollovers)2021-12-31$12,159
Total plan assets at end of year2021-12-31$3,576,867
Total plan assets at beginning of year2021-12-31$2,899,281
Value of fidelity bond covering the plan2021-12-31$350,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$71,277
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$391,597
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$677,586
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,576,867
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,899,281
Assets. Value of participant loans2021-12-31$78,494
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$230,639
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$3,512
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$256
2020 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$716,883
Expenses. Total of all expenses incurred2020-12-31$433,645
Benefits paid (including direct rollovers)2020-12-31$433,282
Total plan assets at end of year2020-12-31$2,899,281
Total plan assets at beginning of year2020-12-31$2,616,043
Value of fidelity bond covering the plan2020-12-31$350,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$56,683
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$440,320
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$283,238
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,899,281
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,616,043
Assets. Value of participant loans2020-12-31$84,984
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$219,880
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$363
2019 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$676,372
Expenses. Total of all expenses incurred2019-12-31$37,520
Benefits paid (including direct rollovers)2019-12-31$36,945
Total plan assets at end of year2019-12-31$2,616,043
Total plan assets at beginning of year2019-12-31$1,977,191
Value of fidelity bond covering the plan2019-12-31$200,000
Total contributions received or receivable from participants2019-12-31$30,191
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$433,178
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$638,852
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,616,043
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,977,191
Assets. Value of participant loans2019-12-31$71,941
Total contributions received or receivable from employer(s)2019-12-31$213,003
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$575
2018 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$143,695
Expenses. Total of all expenses incurred2018-12-31$132,971
Benefits paid (including direct rollovers)2018-12-31$132,471
Total plan assets at end of year2018-12-31$1,977,191
Total plan assets at beginning of year2018-12-31$1,966,467
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$46,436
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-134,293
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$10,724
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,977,191
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,966,467
Assets. Value of participant loans2018-12-31$69,630
Total contributions received or receivable from employer(s)2018-12-31$231,552
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$500
2017 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$548,097
Expenses. Total of all expenses incurred2017-12-31$101,596
Benefits paid (including direct rollovers)2017-12-31$100,166
Total plan assets at end of year2017-12-31$1,966,467
Total plan assets at beginning of year2017-12-31$1,519,966
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$35,078
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$286,755
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$446,501
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,966,467
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,519,966
Assets. Value of participant loans2017-12-31$61,694
Total contributions received or receivable from employer(s)2017-12-31$226,264
Value of certain deemed distributions of participant loans2017-12-31$911
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$519
2016 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$359,068
Expenses. Total of all expenses incurred2016-12-31$94,013
Benefits paid (including direct rollovers)2016-12-31$93,625
Total plan assets at end of year2016-12-31$1,519,966
Total plan assets at beginning of year2016-12-31$1,254,911
Value of fidelity bond covering the plan2016-12-31$130,000
Total contributions received or receivable from participants2016-12-31$20,928
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$2,340
Other income received2016-12-31$106,947
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$265,055
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,519,966
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,254,911
Assets. Value of participant loans2016-12-31$29,123
Total contributions received or receivable from employer(s)2016-12-31$228,853
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$388
2015 : VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$324,663
Expenses. Total of all expenses incurred2015-12-31$212,380
Benefits paid (including direct rollovers)2015-12-31$202,218
Total plan assets at end of year2015-12-31$1,254,911
Total plan assets at beginning of year2015-12-31$1,142,628
Value of fidelity bond covering the plan2015-12-31$130,000
Total contributions received or receivable from participants2015-12-31$14,800
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-47,049
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$112,283
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,254,911
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,142,628
Assets. Value of participant loans2015-12-31$5,797
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$356,912
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,162

Form 5500 Responses for VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN

2023: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VERMONT STATE EMPLOYEES ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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