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403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING
Plan identification number 003

403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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 403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MARGARET BURMEISTER2024-07-30
0032022-01-01MARGARET BURMEISTER2023-09-26
0032021-01-01MARGARET BURMEISTER2022-10-10
0032020-01-01MARGARET BURMEISTER2021-09-14
0032019-01-01MARGARET BURMEISTER2020-08-04
0032018-01-01MARGARET BURMEISTER2019-09-25
0032017-01-01SUZY BROOME2018-10-09 SUZY BROOME2018-10-09
0032016-01-01SUZY M. BROOME2017-09-21 SUZY M. BROOME2017-09-21
0032015-01-01LISA VILES2016-03-30 LISA VILES2016-03-30
0032014-01-01LISA VILES2015-07-20 LISA VILES2015-07-20
0032013-01-01LISA VILES2014-09-17 LISA VILES2014-09-17
0032012-01-01KEN GORDON2013-04-11 KEN GORDON2013-04-11
0032011-01-01KEN GORDON2012-07-17 KEN GORDON2012-07-17
0032010-01-01KEN GORDON2011-07-27 KEN GORDON2011-07-27

Plan Statistics for 403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING

401k plan membership statisitcs for 403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING

Measure Date Value
2025: 403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING 2025 401k membership
Total number of particpants at beginning of year2025-09-2345
Total number of particpants at end of year2025-09-2344
Number of Participants With Account Balances2025-09-2338
2024: 403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING 2024 401k membership
Total number of particpants at beginning of year2024-07-3047
Total number of particpants at end of year2024-07-3045
Number of Participants With Account Balances2024-07-3040
2022: 403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING 2022 401k membership
Total number of particpants at beginning of year2022-10-1029
Total number of particpants at end of year2022-10-1040
Number of Participants With Account Balances2022-10-1037

Financial Data on 403(B) THRIFT PLAN OF NORTHEASTERN VERMONT AREA AGENCY ON AGING

Measure Date Value
2025 : 403(B) THRIFT 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 year2025-09-2392359
Net assets as of the end of the plan year2025-09-23648991
Total assets as of the beginning of the plan year2025-09-23596844
Value of plan covered by a fidelity bond2025-09-2360000
Participant contributions to plan in this plan year2025-09-2312191
Other expenses paid from plan in this plan year2025-09-230
Other contributions to plan in this plan year2025-09-2345866
Other income to plan in this plan year2025-09-2366337
Plan net income in this plan year2025-09-2352147
Net assets as of the end of the plan year2025-09-23648991
Net assets as of the beginning of the plan year2025-09-23596844
Employer contributions to plan in this plan year2025-09-2320112
Fees paid to broker by Benefit Provider2025-09-2334
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-23273
2024 : 403(B) THRIFT 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 year2024-07-3041467
Net assets as of the end of the plan year2024-07-30596844
Total assets as of the beginning of the plan year2024-07-30529206
Value of plan covered by a fidelity bond2024-07-3060000
Participant contributions to plan in this plan year2024-07-3015901
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 year2024-07-3074229
Plan net income in this plan year2024-07-3067638
Net assets as of the end of the plan year2024-07-30596844
Net assets as of the beginning of the plan year2024-07-30529206
Employer contributions to plan in this plan year2024-07-3018975
Fees paid to broker by Benefit Provider2024-07-3058
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3041
2022 : 403(B) THRIFT 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 year2022-10-105582
Net assets as of the end of the plan year2022-10-10638798
Total assets as of the beginning of the plan year2022-10-10549961
Value of plan covered by a fidelity bond2022-10-1070000
Participant contributions to plan in this plan year2022-10-1019114
Value of participant loans at end of plan year2022-10-1018490
Other expenses paid from plan in this plan year2022-10-10162
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-1067296
Plan net income in this plan year2022-10-1088837
Net assets as of the end of the plan year2022-10-10638798
Net assets as of the beginning of the plan year2022-10-10549961
Employer contributions to plan in this plan year2022-10-108009
Fees paid to broker by Benefit Provider2022-10-1065

Potentially related plans

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