401k Plan data: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN plan

SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 401k Plan overview

Plan Name	SOUTHERN VERMONT COLLEGE 403(B) DC PLAN
Plan identification number	001

SOUTHERN VERMONT COLLEGE 403(B) DC PLAN Benefits

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

401k Sponsoring company profile

SOUTHERN VERMONT COLLEGE has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN VERMONT COLLEGE

Employer identification number (EIN): 030214106

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN VERMONT COLLEGE 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 RAYMOND OBUCHOWSKI 2021-07-09
001 2017-01-01 DAVID EVANS DAVID EVANS 2018-10-15
001 2016-01-01 DAVID EVANS DAVID EVANS 2017-10-12
001 2015-01-01 DAVID EVANS DAVID EVANS 2016-10-14
001 2014-01-01 DAVID EVANS DAVID EVANS 2015-10-14
001 2013-01-01 CLAIRE WURMFELD CLAIRE WURMFELD 2014-10-14
001 2012-01-01 CLAIRE WURMFELD CLAIRE WURMFELD 2013-10-15
001 2011-01-01 JAMES BECKWITH
001 2009-01-01 JAMES STEVENSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	RAYMOND OBUCHOWSKI	2021-07-09
001	2017-01-01	DAVID EVANS		DAVID EVANS	2018-10-15
001	2016-01-01	DAVID EVANS		DAVID EVANS	2017-10-12
001	2015-01-01	DAVID EVANS		DAVID EVANS	2016-10-14
001	2014-01-01	DAVID EVANS		DAVID EVANS	2015-10-14
001	2013-01-01	CLAIRE WURMFELD		CLAIRE WURMFELD	2014-10-14
001	2012-01-01	CLAIRE WURMFELD		CLAIRE WURMFELD	2013-10-15
001	2011-01-01	JAMES BECKWITH
001	2009-01-01	JAMES STEVENSON

Plan Statistics for SOUTHERN VERMONT COLLEGE 403(B) DC PLAN

401k plan membership statisitcs for SOUTHERN VERMONT COLLEGE 403(B) DC PLAN

Measure Date Value
2019: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 131
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 56
Total of all active and inactive participants 2018-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 187
Number of participants with account balances 2018-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 124
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 59
Total of all active and inactive participants 2017-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 183
Number of participants with account balances 2017-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 145
Number of other retired or separated participants entitled to future benefits 2016-01-01 48
Total of all active and inactive participants 2016-01-01 193
Total participants 2016-01-01 193
Number of participants with account balances 2016-01-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 154
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 189
Total participants 2015-01-01 189
Number of participants with account balances 2015-01-01 177
2014: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 157
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 185
Number of participants with account balances 2014-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 174
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 186
Number of participants with account balances 2013-01-01 164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 172
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 179
Number of participants with account balances 2012-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 165
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 171
Total participants 2011-01-01 171
Number of participants with account balances 2011-01-01 152
2009: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 144
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 147
Number of participants with account balances 2009-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	131
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	56
Total of all active and inactive participants	2018-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	187
Number of participants with account balances	2018-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	124
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	59
Total of all active and inactive participants	2017-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	183
Number of participants with account balances	2017-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	145
Number of other retired or separated participants entitled to future benefits	2016-01-01	48
Total of all active and inactive participants	2016-01-01	193
Total participants	2016-01-01	193
Number of participants with account balances	2016-01-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	154
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	189
Total participants	2015-01-01	189
Number of participants with account balances	2015-01-01	177
2014: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	157
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	185
Number of participants with account balances	2014-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	174
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	186
Number of participants with account balances	2013-01-01	164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	172
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	179
Number of participants with account balances	2012-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	165
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	171
Total participants	2011-01-01	171
Number of participants with account balances	2011-01-01	152
2009: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	144
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	147
Number of participants with account balances	2009-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SOUTHERN VERMONT COLLEGE 403(B) DC PLAN

Measure	Date	Value
2019 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-05-31	$0
Total transfer of assets from this plan	2019-05-31	$1,374,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-05-31	$0
Total income from all sources (including contributions)	2019-05-31	$134,397
Total loss/gain on sale of assets	2019-05-31	$0
Total of all expenses incurred	2019-05-31	$71,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-05-31	$71,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-05-31	$39,361
Value of total assets at end of year	2019-05-31	$0
Value of total assets at beginning of year	2019-05-31	$1,311,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-05-31	$0
Total interest from all sources	2019-05-31	$4,910
Total dividends received (eg from common stock, registered investment company shares)	2019-05-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-05-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-05-31	$0
Was this plan covered by a fidelity bond	2019-05-31	No
If this is an individual account plan, was there a blackout period	2019-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-05-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Value of net income/loss	2019-05-31	$62,779
Value of net assets at end of year (total assets less liabilities)	2019-05-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-05-31	$1,311,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-05-31	No
Were any leases to which the plan was party in default or uncollectible	2019-05-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-05-31	$956,971
Value of interest in pooled separate accounts at beginning of year	2019-05-31	$53,946
Interest earned on other investments	2019-05-31	$4,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-05-31	$300,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-05-31	$88,785
Net investment gain/loss from pooled separate accounts	2019-05-31	$1,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-05-31	No
Was there a failure to transmit to the plan any participant contributions	2019-05-31	No
Has the plan failed to provide any benefit when due under the plan	2019-05-31	No
Contributions received in cash from employer	2019-05-31	$39,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-05-31	$71,618
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-05-31	No
Did the plan have assets held for investment	2019-05-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-05-31	Yes
2018 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-45,912
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$127,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$127,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$1,311,686
Value of total assets at beginning of year	2018-12-31	$1,484,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$12,110
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-173,303
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,311,686
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,484,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$956,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,123,374
Value of interest in pooled separate accounts at end of year	2018-12-31	$53,946
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$55,079
Interest earned on other investments	2018-12-31	$12,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$300,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$306,536
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$12,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-60,509
Net investment gain/loss from pooled separate accounts	2018-12-31	$2,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$115,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN	2018-12-31	030310172
2017 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$200,379
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$91,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$91,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,290
Value of total assets at end of year	2017-12-31	$1,484,989
Value of total assets at beginning of year	2017-12-31	$1,375,796
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$11,902
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$109,193
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,484,989
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,375,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,123,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,008,519
Value of interest in pooled separate accounts at end of year	2017-12-31	$55,079
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$60,201
Interest earned on other investments	2017-12-31	$11,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$306,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$307,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$181,762
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$4,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$91,186
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN	2017-12-31	030310172
2016 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$190,739
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$55,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$55,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$119,155
Value of total assets at end of year	2016-12-31	$1,375,796
Value of total assets at beginning of year	2016-12-31	$1,240,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$12,504
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$135,428
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,375,796
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,240,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,008,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$900,169
Value of interest in pooled separate accounts at end of year	2016-12-31	$60,201
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$47,234
Interest earned on other investments	2016-12-31	$12,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$307,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$292,965
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$5,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$56,351
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$119,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$49,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	O'BRIEN SHORTLE REYNOLDS & SABOTKA
Accountancy firm EIN	2016-12-31	030310172
2015 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$140,211
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$88,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$88,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$121,805
Value of total assets at end of year	2015-12-31	$1,240,368
Value of total assets at beginning of year	2015-12-31	$1,188,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$11,255
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$52,132
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,240,368
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,188,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$900,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$881,570
Value of interest in pooled separate accounts at end of year	2015-12-31	$47,234
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$36,313
Interest earned on other investments	2015-12-31	$11,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$292,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$270,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$3,945
Net investment gain/loss from pooled separate accounts	2015-12-31	$3,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$110,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$88,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	O'BRIEN SHORTLE REYNOLDS & SABOTKA,
Accountancy firm EIN	2015-12-31	030310172
2014 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$182,204
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$54,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$54,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$111,854
Value of total assets at end of year	2014-12-31	$1,188,236
Value of total assets at beginning of year	2014-12-31	$1,060,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$10,675
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$128,000
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,188,236
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,060,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$881,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$783,658
Value of interest in pooled separate accounts at end of year	2014-12-31	$36,313
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$29,167
Interest earned on other investments	2014-12-31	$10,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$270,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$247,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$55,868
Net investment gain/loss from pooled separate accounts	2014-12-31	$3,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$111,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$54,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LOVE, CODY & COMPANY, CPA'S, P,C,
Accountancy firm EIN	2014-12-31	030340652
2013 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$249,311
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$65,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$65,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$103,939
Value of total assets at end of year	2013-12-31	$1,060,236
Value of total assets at beginning of year	2013-12-31	$876,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$9,507
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	No
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$183,370
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,060,236
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$876,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$783,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$624,281
Value of interest in pooled separate accounts at end of year	2013-12-31	$29,167
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$24,277
Interest earned on other investments	2013-12-31	$9,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$247,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$228,308
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$7,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$133,368
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$103,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$58,347
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LOVE, CODY & COMPANY, CPA'S, P.C.
Accountancy firm EIN	2013-12-31	030340652
2012 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$177,316
Total of all expenses incurred	2012-12-31	$33,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$33,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$98,161
Value of total assets at end of year	2012-12-31	$876,866
Value of total assets at beginning of year	2012-12-31	$732,583
Total interest from all sources	2012-12-31	$8,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$144,284
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$876,866
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$732,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$624,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$504,962
Value of interest in pooled separate accounts at end of year	2012-12-31	$24,277
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$19,448
Interest earned on other investments	2012-12-31	$8,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$228,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$208,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$68,333
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$98,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$33,032
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LOVE, CODY & COMPANY, CPAS, PC.
Accountancy firm EIN	2012-12-31	030340652
2011 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$93,711
Total of all expenses incurred	2011-12-31	$25,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$25,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$92,123
Value of total assets at end of year	2011-12-31	$732,582
Value of total assets at beginning of year	2011-12-31	$664,569
Total interest from all sources	2011-12-31	$8,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$68,014
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$732,582
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$664,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$504,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$457,535
Value of interest in pooled separate accounts at end of year	2011-12-31	$19,448
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$15,177
Interest earned on other investments	2011-12-31	$8,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$208,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$191,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-8,630
Net investment gain/loss from pooled separate accounts	2011-12-31	$2,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$92,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$25,697
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LOVE, CODY & COMPANY, CPAS, P.C.
Accountancy firm EIN	2011-12-31	030340652
2010 : SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$128,789
Total of all expenses incurred	2010-12-31	$21,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$21,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$72,021
Value of total assets at end of year	2010-12-31	$664,569
Value of total assets at beginning of year	2010-12-31	$557,042
Total interest from all sources	2010-12-31	$7,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$107,527
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$664,569
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$557,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$457,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$374,073
Value of interest in pooled separate accounts at end of year	2010-12-31	$15,177
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$12,063
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$7,084
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$191,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$170,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$47,909
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$72,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$21,262
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LOVE, CODY & COMPANY, CPAS, P.C.
Accountancy firm EIN	2010-12-31	030340652

Form 5500 Responses for SOUTHERN VERMONT COLLEGE 403(B) DC PLAN

2019: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN VERMONT COLLEGE 403(B) DC PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337197

Policy instance

Insurance contract or identification number	337197
Number of Individuals Covered	163
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337197

Policy instance

Insurance contract or identification number	337197
Number of Individuals Covered	174
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337197

Policy instance

Insurance contract or identification number	337197
Number of Individuals Covered	177
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337197

Policy instance

Insurance contract or identification number	337197
Number of Individuals Covered	174
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337197

Policy instance

Insurance contract or identification number	337197
Number of Individuals Covered	164
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337197

Policy instance

Insurance contract or identification number	337197
Number of Individuals Covered	161
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337197

Policy instance

Insurance contract or identification number	337197
Number of Individuals Covered	152
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

337197

Policy instance

Insurance contract or identification number	337197
Number of Individuals Covered	138
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	SOUTHERN VERMONT COLLEGE
Employer identification number (EIN):	030214106
NAIC Classification:	611000