| Plan Name | SOUTHWESTERN VERMONT COUNCIL ON AGING, INC. PROFIT-SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SOUTHWESTERN VERMONT COUNCIL ON AGING |
| Employer identification number (EIN): | 030273983 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-10-01 | ||||
| 001 | 2021-10-01 | ||||
| 001 | 2020-10-01 | ||||
| 001 | 2019-10-01 | ||||
| 001 | 2018-10-01 | ||||
| 001 | 2017-10-01 | ||||
| 001 | 2016-10-01 | ||||
| 001 | 2015-10-01 | ||||
| 001 | 2014-10-01 | ||||
| 001 | 2013-10-01 | SANDRA CONRAD | 2015-01-30 | ||
| 001 | 2012-10-01 | SANDRA CONRAD | 2014-02-04 | ||
| 001 | 2011-10-01 | SANDRA CONRAD | 2013-01-07 | ||
| 001 | 2010-10-01 | SANDRA CONRAD | 2012-01-31 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SOUTHWESTERN VERMONT COUNCIL ON AGING, INC. PROFIT-SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-03-12 | 66023 |
| Net assets as of the end of the plan year | 2025-03-12 | 1002414 |
| Total assets as of the beginning of the plan year | 2025-03-12 | 741540 |
| Value of plan covered by a fidelity bond | 2025-03-12 | 250000 |
| Participant contributions to plan in this plan year | 2025-03-12 | 101062 |
| Other income to plan in this plan year | 2025-03-12 | 192741 |
| Plan net income in this plan year | 2025-03-12 | 260874 |
| Net assets as of the end of the plan year | 2025-03-12 | 1002414 |
| Net assets as of the beginning of the plan year | 2025-03-12 | 741540 |
| Employer contributions to plan in this plan year | 2025-03-12 | 33094 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-12 | 9926 |