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CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN
Plan identification number 001

CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

CENTRAL VERMONT COUNCIL ON AGING has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL VERMONT COUNCIL ON AGING
Employer identification number (EIN):030276104
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01ELIZABETH STERN2020-04-09
0012017-10-01ELIZABETH STERN2019-03-29
0012016-10-01ELIZABETH STERN2018-04-13
0012015-10-01ELIZABETH STERN2017-07-10
0012014-10-01ELIZABETH STERN2017-07-10
0012014-10-01ELIZABETH STERN2016-04-20
0012013-10-01ELIZABETH STERN2015-04-17
0012012-10-01ELIZABETH STERN2014-04-17
0012011-10-01ELIZABETH STERN2013-03-21
0012010-10-01ELIZABETH STERN2011-12-21

Plan Statistics for CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2025: CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-1977
Total number of particpants at end of year2025-06-1985
Number of Participants With Account Balances2025-06-1978

Financial Data on CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2025 : CENTRAL VERMONT COUNCIL ON AGING, INC. 403(B) RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-190
Total liabilities as of the end of the plan year2025-06-190
Total liabilities as of the beginning of the plan year2025-06-190
Total expenses incurred by plan in this plan year2025-06-1981789
Net assets as of the end of the plan year2025-06-193495539
Total assets as of the beginning of the plan year2025-06-192847761
Value of plan covered by a fidelity bond2025-06-19100000
Participant contributions to plan in this plan year2025-06-19115803
Other expenses paid from plan in this plan year2025-06-190
Other contributions to plan in this plan year2025-06-190
Other income to plan in this plan year2025-06-19565750
Plan net income in this plan year2025-06-19647778
Net assets as of the end of the plan year2025-06-193495539
Net assets as of the beginning of the plan year2025-06-192847761
Employer contributions to plan in this plan year2025-06-1948014
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-19775

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