Housing Vermont
Plan context: Housing Vermont 403(B) Retirement Plan
EIN 03-0315075 • Burlington, VT • 20 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
31
2020 Assets
$4,812,519
2020 Contributions
$334,552
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 31 | $4,812,519 | $334,552 | $10,792iApproximate average salary by contribution assumption: employee only about $269,800 at 4% or $179,867 at 6%; with 50% employer match about $179,867 at 4% or $119,911 at 6%; with 100% employer match about $134,900 at 4% or $89,933 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 31 | $4,812,519 | $334,552 | $10,792iApproximate average salary by contribution assumption: employee only about $269,800 at 4% or $179,867 at 6%; with 50% employer match about $179,867 at 4% or $119,911 at 6%; with 100% employer match about $134,900 at 4% or $89,933 at 6%. |
| 2019 | 1 | 30 | $3,916,759 | $378,554 | $12,618iApproximate average salary by contribution assumption: employee only about $315,462 at 4% or $210,308 at 6%; with 50% employer match about $210,308 at 4% or $140,205 at 6%; with 100% employer match about $157,731 at 4% or $105,154 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 30 | $3,916,759 | $378,554 | $12,618iApproximate average salary by contribution assumption: employee only about $315,462 at 4% or $210,308 at 6%; with 50% employer match about $210,308 at 4% or $140,205 at 6%; with 100% employer match about $157,731 at 4% or $105,154 at 6%. |
| 2018 | 1 | 30 | $3,018,397 | $285,328 | $9,511iApproximate average salary by contribution assumption: employee only about $237,773 at 4% or $158,516 at 6%; with 50% employer match about $158,516 at 4% or $105,677 at 6%; with 100% employer match about $118,887 at 4% or $79,258 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 30 | $3,018,397 | $285,328 | $9,511iApproximate average salary by contribution assumption: employee only about $237,773 at 4% or $158,516 at 6%; with 50% employer match about $158,516 at 4% or $105,677 at 6%; with 100% employer match about $118,887 at 4% or $79,258 at 6%. |
| 2017 | 1 | 30 | $3,244,930 | $276,026 | $9,201iApproximate average salary by contribution assumption: employee only about $230,022 at 4% or $153,348 at 6%; with 50% employer match about $153,348 at 4% or $102,232 at 6%; with 100% employer match about $115,011 at 4% or $76,674 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 30 | $3,244,930 | $276,026 | $9,201iApproximate average salary by contribution assumption: employee only about $230,022 at 4% or $153,348 at 6%; with 50% employer match about $153,348 at 4% or $102,232 at 6%; with 100% employer match about $115,011 at 4% or $76,674 at 6%. |
| 2016 | 1 | 29 | $2,872,831 | $343,320 | $11,839iApproximate average salary by contribution assumption: employee only about $295,966 at 4% or $197,310 at 6%; with 50% employer match about $197,310 at 4% or $131,540 at 6%; with 100% employer match about $147,983 at 4% or $98,655 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 29 | $2,872,831 | $343,320 | $11,839iApproximate average salary by contribution assumption: employee only about $295,966 at 4% or $197,310 at 6%; with 50% employer match about $197,310 at 4% or $131,540 at 6%; with 100% employer match about $147,983 at 4% or $98,655 at 6%. |
| 2015 | 1 | 26 | $2,324,279 | $260,850 | $10,033iApproximate average salary by contribution assumption: employee only about $250,817 at 4% or $167,212 at 6%; with 50% employer match about $167,212 at 4% or $111,474 at 6%; with 100% employer match about $125,409 at 4% or $83,606 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 26 | $2,324,279 | $260,850 | $10,033iApproximate average salary by contribution assumption: employee only about $250,817 at 4% or $167,212 at 6%; with 50% employer match about $167,212 at 4% or $111,474 at 6%; with 100% employer match about $125,409 at 4% or $83,606 at 6%. |
| 2014 | 1 | 25 | $2,247,739 | $176,141 | $7,046iApproximate average salary by contribution assumption: employee only about $176,141 at 4% or $117,427 at 6%; with 50% employer match about $117,427 at 4% or $78,285 at 6%; with 100% employer match about $88,071 at 4% or $58,714 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 25 | $2,247,739 | $176,141 | $7,046iApproximate average salary by contribution assumption: employee only about $176,141 at 4% or $117,427 at 6%; with 50% employer match about $117,427 at 4% or $78,285 at 6%; with 100% employer match about $88,071 at 4% or $58,714 at 6%. |
| 2013 | 1 | 23 | $1,929,637 | $162,653 | $7,072iApproximate average salary by contribution assumption: employee only about $176,797 at 4% or $117,864 at 6%; with 50% employer match about $117,864 at 4% or $78,576 at 6%; with 100% employer match about $88,398 at 4% or $58,932 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 23 | $1,929,637 | $162,653 | $7,072iApproximate average salary by contribution assumption: employee only about $176,797 at 4% or $117,864 at 6%; with 50% employer match about $117,864 at 4% or $78,576 at 6%; with 100% employer match about $88,398 at 4% or $58,932 at 6%. |
| 2012 | 1 | 22 | $1,497,502 | $154,530 | $7,024iApproximate average salary by contribution assumption: employee only about $175,602 at 4% or $117,068 at 6%; with 50% employer match about $117,068 at 4% or $78,045 at 6%; with 100% employer match about $87,801 at 4% or $58,534 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 22 | $1,497,502 | $154,530 | $7,024iApproximate average salary by contribution assumption: employee only about $175,602 at 4% or $117,068 at 6%; with 50% employer match about $117,068 at 4% or $78,045 at 6%; with 100% employer match about $87,801 at 4% or $58,534 at 6%. |
| 2011 | 1 | 22 | $1,185,823 | $155,157 | $7,053iApproximate average salary by contribution assumption: employee only about $176,315 at 4% or $117,543 at 6%; with 50% employer match about $117,543 at 4% or $78,362 at 6%; with 100% employer match about $88,157 at 4% or $58,772 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 22 | $1,185,823 | $155,157 | $7,053iApproximate average salary by contribution assumption: employee only about $176,315 at 4% or $117,543 at 6%; with 50% employer match about $117,543 at 4% or $78,362 at 6%; with 100% employer match about $88,157 at 4% or $58,772 at 6%. |
| 2010 | 1 | 22 | $1,069,168 | $140,248 | $6,375iApproximate average salary by contribution assumption: employee only about $159,373 at 4% or $106,248 at 6%; with 50% employer match about $106,248 at 4% or $70,832 at 6%; with 100% employer match about $79,686 at 4% or $53,124 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 22 | $1,069,168 | $140,248 | $6,375iApproximate average salary by contribution assumption: employee only about $159,373 at 4% or $106,248 at 6%; with 50% employer match about $106,248 at 4% or $70,832 at 6%; with 100% employer match about $79,686 at 4% or $53,124 at 6%. |
| 2009 | 1 | 20 | $817,362 | $157,999 | $7,900iApproximate average salary by contribution assumption: employee only about $197,499 at 4% or $131,666 at 6%; with 50% employer match about $131,666 at 4% or $87,777 at 6%; with 100% employer match about $98,749 at 4% or $65,833 at 6%. |
| Housing Vermont 403(B) Retirement Plan | - | 20 | $817,362 | $157,999 | $7,900iApproximate average salary by contribution assumption: employee only about $197,499 at 4% or $131,666 at 6%; with 50% employer match about $131,666 at 4% or $87,777 at 6%; with 100% employer match about $98,749 at 4% or $65,833 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Housing Vermont 403(B) Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Housing Vermont 403(B) Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $729,154 | $108,231 | - |
| Housing Vermont 403(B) Retirement Plan | - | 0 | $729,154 | $108,231 | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Housing Vermont 403(B) Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Housing Vermont 403(B) Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Housing Vermont 403(B) Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Housing Vermont 403(B) Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Housing Vermont 403(B) Retirement Plan | - | 0 | - | - | - |