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TAX DEFERRED ANNUITY PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

NORTHEASTERN VERMONT AREA AGENCYON AGING has sponsored the creation of one or more 401k plans.

Company Name:NORTHEASTERN VERMONT AREA AGENCYON AGING
Employer identification number (EIN):030272861
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARGARET BURMEISTER2024-07-30
0022022-01-01MARGARET BURMEISTER2023-09-15
0022021-01-01MARGARET BURMEISTER2022-10-10
0022020-01-01MARGARET BURMEISTER2021-09-14
0022019-01-01MARGARET BURMEISTER2020-08-04
0022018-01-01MARGARET BURMEISTER2019-10-14
0022017-01-01SUZY BROOME2018-10-09 SUZY BROOME2018-10-09
0022016-01-01SUZY BROOME2017-04-03 SUZY BROOME2017-04-03
0022015-01-01SUZY BROOME2016-07-29 SUZY BROOME2016-07-29
0022014-01-01LISA VILES2015-07-20 LISA VILES2015-07-20
0022013-01-01LISA VILES2014-09-17 LISA VILES2014-09-17
0022012-01-01KEN GORDON2013-04-11 KEN GORDON2013-04-11
0022011-01-01KEN GORDON2012-07-17 KEN GORDON2012-07-17
0022010-01-01KEN GORDON2011-07-27 KEN GORDON2011-07-27

Financial Data on TAX DEFERRED ANNUITY PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-230
Total liabilities as of the end of the plan year2025-09-230
Total liabilities as of the beginning of the plan year2025-09-230
Total expenses incurred by plan in this plan year2025-09-231939
Net assets as of the end of the plan year2025-09-2377241
Total assets as of the beginning of the plan year2025-09-2370896
Value of plan covered by a fidelity bond2025-09-23500000
Participant contributions to plan in this plan year2025-09-230
Other expenses paid from plan in this plan year2025-09-230
Other contributions to plan in this plan year2025-09-230
Other income to plan in this plan year2025-09-238284
Plan net income in this plan year2025-09-236345
Net assets as of the end of the plan year2025-09-2377241
Net assets as of the beginning of the plan year2025-09-2370896
Employer contributions to plan in this plan year2025-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2346
2024 : TAX DEFERRED ANNUITY PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-30258097
Net assets as of the end of the plan year2024-07-3070896
Total assets as of the beginning of the plan year2024-07-30319576
Value of plan covered by a fidelity bond2024-07-30500000
Participant contributions to plan in this plan year2024-07-300
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-309417
Plan net income in this plan year2024-07-30-248680
Net assets as of the end of the plan year2024-07-3070896
Net assets as of the beginning of the plan year2024-07-30319576
Employer contributions to plan in this plan year2024-07-300
Fees paid to broker by Benefit Provider2024-07-3058
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-300
2022 : TAX DEFERRED ANNUITY PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-1020976
Net assets as of the end of the plan year2022-10-10417704
Total assets as of the beginning of the plan year2022-10-10415887
Value of plan covered by a fidelity bond2022-10-1050000
Participant contributions to plan in this plan year2022-10-100
Other expenses paid from plan in this plan year2022-10-1031
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-1022793
Plan net income in this plan year2022-10-101817
Net assets as of the end of the plan year2022-10-10417704
Net assets as of the beginning of the plan year2022-10-10415887
Employer contributions to plan in this plan year2022-10-100

Potentially related plans

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