401k Plan data: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN plan

VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	002

VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.
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

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

Company Name: VERMONT ACADEMY

Employer identification number (EIN): 030179600

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 VINCENT SCHUCK 2024-10-15
002 2022-01-01 MATT EMSLEY 2023-10-13 MATT EMSLEY 2023-10-13
002 2021-01-01 KATHRYN ALDRICH 2022-10-14 KATHRYN ALDRICH 2022-10-14
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JEFFREY SEATON JEFFREY SEATON 2018-10-15
002 2016-01-01 JEFF SEATON JEFF SEATON 2017-10-10
002 2015-01-01 INESSA MUSE INESSA MUSE 2016-10-14
002 2014-01-01 INESSA MUSE INESSA MUSE 2015-10-15
002 2013-01-01 SEAN CAMPBELL SEAN CAMPBELL 2014-10-14
002 2012-01-01 SEAN CAMPBELL SEAN CAMPBELL 2013-10-10
002 2011-01-01 SEAN CAMPBELL SEAN CAMPBELL 2012-10-10
002 2010-01-01 SEAN CAMPBELL SEAN CAMPBELL 2011-10-14
002 2009-01-01 SEAN CAMPBELL SEAN CAMPBELL 2010-10-14
002 2009-01-01 SEAN CAMPBELL SEAN CAMPBELL 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	VINCENT SCHUCK	2024-10-15
002	2022-01-01	MATT EMSLEY	2023-10-13	MATT EMSLEY	2023-10-13
002	2021-01-01	KATHRYN ALDRICH	2022-10-14	KATHRYN ALDRICH	2022-10-14
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JEFFREY SEATON		JEFFREY SEATON	2018-10-15
002	2016-01-01	JEFF SEATON		JEFF SEATON	2017-10-10
002	2015-01-01	INESSA MUSE		INESSA MUSE	2016-10-14
002	2014-01-01	INESSA MUSE		INESSA MUSE	2015-10-15
002	2013-01-01	SEAN CAMPBELL		SEAN CAMPBELL	2014-10-14
002	2012-01-01	SEAN CAMPBELL		SEAN CAMPBELL	2013-10-10
002	2011-01-01	SEAN CAMPBELL		SEAN CAMPBELL	2012-10-10
002	2010-01-01	SEAN CAMPBELL		SEAN CAMPBELL	2011-10-14
002	2009-01-01	SEAN CAMPBELL		SEAN CAMPBELL	2010-10-14
002	2009-01-01	SEAN CAMPBELL		SEAN CAMPBELL	2010-10-14

Plan Statistics for VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 135
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 210
Total of all active and inactive participants 2023-01-01 345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 345
Number of participants with account balances 2023-01-01 270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 8
2022: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 94
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 213
Total of all active and inactive participants 2022-01-01 307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 307
Number of participants with account balances 2022-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 174
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 12
Total of all active and inactive participants 2021-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 186
Number of participants with account balances 2021-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 76
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 208
Total of all active and inactive participants 2020-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 284
Number of participants with account balances 2020-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 353
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 110
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 202
Total of all active and inactive participants 2019-01-01 312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 312
Number of participants with account balances 2019-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 132
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 200
Total of all active and inactive participants 2018-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 332
Number of participants with account balances 2018-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 132
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 188
Total of all active and inactive participants 2017-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 320
Number of participants with account balances 2017-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 141
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 180
Total of all active and inactive participants 2016-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 321
Number of participants with account balances 2016-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 136
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 173
Total of all active and inactive participants 2015-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 309
Number of participants with account balances 2015-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 147
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 168
Total of all active and inactive participants 2014-01-01 315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 315
Number of participants with account balances 2014-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 84
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 163
Total of all active and inactive participants 2013-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 247
Number of participants with account balances 2013-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 88
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 151
Total of all active and inactive participants 2012-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 239
Number of participants with account balances 2012-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 133
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 150
Total of all active and inactive participants 2011-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 283
Number of participants with account balances 2011-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 79
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 149
Total of all active and inactive participants 2010-01-01 228
Total participants 2010-01-01 228
Number of participants with account balances 2010-01-01 226
2009: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 173
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 36
Total of all active and inactive participants 2009-01-01 209
Total participants 2009-01-01 209
Number of participants with account balances 2009-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	135
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	210
Total of all active and inactive participants	2023-01-01	345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	345
Number of participants with account balances	2023-01-01	270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	8
2022: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	94
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	213
Total of all active and inactive participants	2022-01-01	307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	307
Number of participants with account balances	2022-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	174
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	12
Total of all active and inactive participants	2021-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	186
Number of participants with account balances	2021-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	76
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	208
Total of all active and inactive participants	2020-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	284
Number of participants with account balances	2020-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	353
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	110
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	202
Total of all active and inactive participants	2019-01-01	312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	312
Number of participants with account balances	2019-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	132
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	200
Total of all active and inactive participants	2018-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	332
Number of participants with account balances	2018-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	132
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	188
Total of all active and inactive participants	2017-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	320
Number of participants with account balances	2017-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	141
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	180
Total of all active and inactive participants	2016-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	321
Number of participants with account balances	2016-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	136
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	173
Total of all active and inactive participants	2015-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	309
Number of participants with account balances	2015-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	147
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	168
Total of all active and inactive participants	2014-01-01	315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	315
Number of participants with account balances	2014-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	84
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	163
Total of all active and inactive participants	2013-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	247
Number of participants with account balances	2013-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	88
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	151
Total of all active and inactive participants	2012-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	239
Number of participants with account balances	2012-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	133
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	150
Total of all active and inactive participants	2011-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	283
Number of participants with account balances	2011-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	79
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	149
Total of all active and inactive participants	2010-01-01	228
Total participants	2010-01-01	228
Number of participants with account balances	2010-01-01	226
2009: VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	173
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	36
Total of all active and inactive participants	2009-01-01	209
Total participants	2009-01-01	209
Number of participants with account balances	2009-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2023 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,500,806
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$881,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$881,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$388,373
Value of total assets at end of year	2023-12-31	$15,322,254
Value of total assets at beginning of year	2023-12-31	$13,703,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$0
Total interest from all sources	2023-12-31	$169,836
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$192,943
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$7,047
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$2,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$0
Administrative expenses (other) incurred	2023-12-31	$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	2023-12-31	No
Value of net income/loss	2023-12-31	$1,619,247
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$15,322,254
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$13,703,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$11,461,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,545,210
Value of interest in pooled separate accounts at end of year	2023-12-31	$464,006
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$555,347
Interest earned on other investments	2023-12-31	$169,836
Value of interest in master investment trust accounts at end of year	2023-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$3,347,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$3,538,443
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$25,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,016,286
Net investment gain/loss from pooled separate accounts	2023-12-31	$-73,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$192,943
Employer contributions (assets) at end of year	2023-12-31	$49,913
Employer contributions (assets) at beginning of year	2023-12-31	$56,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$856,540
Contract administrator fees	2023-12-31	$0
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	TSS FINANCIAL PARTNERS, LLP
Accountancy firm EIN	2023-12-31	991443496
2022 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,757
Total income from all sources (including contributions)	2022-12-31	$-1,584,810
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$743,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$743,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$454,367
Value of total assets at end of year	2022-12-31	$13,703,007
Value of total assets at beginning of year	2022-12-31	$16,036,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$0
Total interest from all sources	2022-12-31	$147,531
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$166,707
Participant contributions at end of year	2022-12-31	$7,047
Participant contributions at beginning of year	2022-12-31	$5,861
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$120,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$5,757
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$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	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,327,839
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,703,007
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,030,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,545,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,795,217
Value of interest in pooled separate accounts at end of year	2022-12-31	$555,347
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$527,058
Interest earned on other investments	2022-12-31	$147,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,538,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,652,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,186,708
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$166,707
Employer contributions (assets) at end of year	2022-12-31	$56,960
Employer contributions (assets) at beginning of year	2022-12-31	$55,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$743,029
Contract administrator fees	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2022-12-31	020476956
2021 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,757
Total income from all sources (including contributions)	2021-12-31	$2,186,582
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$922,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$922,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$311,188
Value of total assets at end of year	2021-12-31	$16,036,603
Value of total assets at beginning of year	2021-12-31	$14,772,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$100,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$150,427
Participant contributions at end of year	2021-12-31	$5,861
Participant contributions at beginning of year	2021-12-31	$5,786
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$10,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$5,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$5,757
Administrative expenses (other) incurred	2021-12-31	$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	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,264,158
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,030,846
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$14,766,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,795,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,580,496
Value of interest in pooled separate accounts at end of year	2021-12-31	$527,058
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$504,079
Interest earned on other investments	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,652,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,626,385
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,747,134
Net investment gain/loss from pooled separate accounts	2021-12-31	$128,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$150,427
Employer contributions (assets) at end of year	2021-12-31	$55,774
Employer contributions (assets) at beginning of year	2021-12-31	$55,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$922,424
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2021-12-31	020476956
2020 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,757
Total income from all sources (including contributions)	2020-12-31	$2,119,792
Total of all expenses incurred	2020-12-31	$1,063,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,057,965
Value of total corrective distributions	2020-12-31	$5,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$350,077
Value of total assets at end of year	2020-12-31	$14,772,445
Value of total assets at beginning of year	2020-12-31	$13,710,618
Total interest from all sources	2020-12-31	$144,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$175,035
Participant contributions at end of year	2020-12-31	$5,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$5,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,056,070
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$14,766,688
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,710,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,580,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,395,562
Value of interest in pooled separate accounts at end of year	2020-12-31	$504,079
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$476,736
Interest earned on other investments	2020-12-31	$144,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,626,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,788,407
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$438,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,629,810
Net investment gain/loss from pooled separate accounts	2020-12-31	$-4,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$175,042
Employer contributions (assets) at end of year	2020-12-31	$55,699
Employer contributions (assets) at beginning of year	2020-12-31	$49,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$619,329
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2020-12-31	020476956
2019 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,446,796
Total income from all sources (including contributions)	2019-12-31	$2,446,796
Total of all expenses incurred	2019-12-31	$863,170
Total of all expenses incurred	2019-12-31	$863,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$863,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$863,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$406,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$406,157
Value of total assets at end of year	2019-12-31	$13,710,618
Value of total assets at end of year	2019-12-31	$13,710,618
Value of total assets at beginning of year	2019-12-31	$12,126,992
Value of total assets at beginning of year	2019-12-31	$12,126,992
Total interest from all sources	2019-12-31	$158,517
Total interest from all sources	2019-12-31	$158,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$190,801
Contributions received from participants	2019-12-31	$190,801
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,555
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$24,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	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	2019-12-31	No
Value of net income/loss	2019-12-31	$1,583,626
Value of net income/loss	2019-12-31	$1,583,626
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,710,618
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,710,618
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,126,992
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,126,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,395,562
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,395,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,646,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,646,696
Value of interest in pooled separate accounts at end of year	2019-12-31	$476,736
Value of interest in pooled separate accounts at end of year	2019-12-31	$476,736
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$461,902
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$461,902
Interest earned on other investments	2019-12-31	$158,517
Interest earned on other investments	2019-12-31	$158,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,788,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,788,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,968,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,968,482
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$251,404
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$251,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,856,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,856,725
Net investment gain/loss from pooled separate accounts	2019-12-31	$25,397
Net investment gain/loss from pooled separate accounts	2019-12-31	$25,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$190,801
Contributions received in cash from employer	2019-12-31	$190,801
Employer contributions (assets) at end of year	2019-12-31	$49,913
Employer contributions (assets) at end of year	2019-12-31	$49,913
Employer contributions (assets) at beginning of year	2019-12-31	$49,912
Employer contributions (assets) at beginning of year	2019-12-31	$49,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$611,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$611,766
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm name	2019-12-31	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2019-12-31	020476956
2018 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$-48,271
Total of all expenses incurred	2018-12-31	$1,120,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,120,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$438,468
Value of total assets at end of year	2018-12-31	$12,126,992
Value of total assets at beginning of year	2018-12-31	$13,295,845
Total interest from all sources	2018-12-31	$45,371
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	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$211,843
Other income not declared elsewhere	2018-12-31	$125,852
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	$-1,168,853
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,126,992
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,295,845
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	$7,646,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,784,388
Value of interest in pooled separate accounts at end of year	2018-12-31	$461,902
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$387,096
Interest earned on other investments	2018-12-31	$45,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,968,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,090,258
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$675,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-677,758
Net investment gain/loss from pooled separate accounts	2018-12-31	$19,796
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$226,625
Employer contributions (assets) at end of year	2018-12-31	$49,912
Employer contributions (assets) at beginning of year	2018-12-31	$34,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$444,933
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2018-12-31	020476956
2017 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,139,863
Total of all expenses incurred	2017-12-31	$367,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$367,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$511,119
Value of total assets at end of year	2017-12-31	$13,295,845
Value of total assets at beginning of year	2017-12-31	$11,523,830
Total interest from all sources	2017-12-31	$166,357
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	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$228,944
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$44,107
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	$1,772,015
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,295,845
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,523,830
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	$8,784,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,052,500
Value of interest in pooled separate accounts at end of year	2017-12-31	$387,096
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$368,829
Interest earned on other investments	2017-12-31	$166,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,090,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,078,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,446,117
Net investment gain/loss from pooled separate accounts	2017-12-31	$16,270
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	Yes
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	$238,068
Employer contributions (assets) at end of year	2017-12-31	$34,103
Employer contributions (assets) at beginning of year	2017-12-31	$24,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$367,848
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	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2017-12-31	020476956
2016 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,132,473
Total of all expenses incurred	2016-12-31	$714,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$714,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$493,362
Value of total assets at end of year	2016-12-31	$11,523,830
Value of total assets at beginning of year	2016-12-31	$11,105,501
Total interest from all sources	2016-12-31	$181,955
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	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$242,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$397
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	$418,329
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,523,830
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$11,105,501
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	$7,052,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,707,231
Value of interest in pooled separate accounts at end of year	2016-12-31	$368,829
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$334,036
Interest earned on other investments	2016-12-31	$181,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,078,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,048,169
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$113,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$440,030
Net investment gain/loss from pooled separate accounts	2016-12-31	$17,126
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	Yes
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	$250,862
Employer contributions (assets) at end of year	2016-12-31	$24,427
Employer contributions (assets) at beginning of year	2016-12-31	$15,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$600,464
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	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2016-12-31	020476956
2015 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$655,711
Total of all expenses incurred	2015-12-31	$546,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$546,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$476,727
Value of total assets at end of year	2015-12-31	$11,105,501
Value of total assets at beginning of year	2015-12-31	$10,996,449
Total interest from all sources	2015-12-31	$40,122
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	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$227,154
Participant contributions at beginning of year	2015-12-31	$9,396
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$17,370
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$187
Other income not declared elsewhere	2015-12-31	$127,681
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	$109,052
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,105,501
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,996,449
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	$6,707,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,666,426
Value of interest in pooled separate accounts at end of year	2015-12-31	$334,036
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$305,438
Interest earned on other investments	2015-12-31	$40,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,048,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,994,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-13,950
Net investment gain/loss from pooled separate accounts	2015-12-31	$25,131
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	Yes
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	$232,203
Employer contributions (assets) at end of year	2015-12-31	$15,668
Employer contributions (assets) at beginning of year	2015-12-31	$20,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$546,659
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	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2015-12-31	020476956
2014 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$1,207,167
Total of all expenses incurred	2014-12-31	$1,333,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,333,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$584,744
Value of total assets at end of year	2014-12-31	$10,996,449
Value of total assets at beginning of year	2014-12-31	$11,122,381
Total interest from all sources	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	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$220,669
Participant contributions at end of year	2014-12-31	$9,396
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$138,011
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$187
Other income not declared elsewhere	2014-12-31	$173,241
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	$-125,932
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,996,449
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$11,122,381
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	$6,666,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,732,362
Value of interest in pooled separate accounts at end of year	2014-12-31	$305,438
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$351,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,994,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,033,365
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$381,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$414,368
Net investment gain/loss from pooled separate accounts	2014-12-31	$34,814
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	Yes
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	$226,064
Employer contributions (assets) at end of year	2014-12-31	$20,016
Employer contributions (assets) at beginning of year	2014-12-31	$5,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$951,141
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	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2014-12-31	020476956
2013 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
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	$1,880,004
Total of all expenses incurred	2013-12-31	$443,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$443,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$463,846
Value of total assets at end of year	2013-12-31	$11,122,381
Value of total assets at beginning of year	2013-12-31	$9,685,607
Total interest from all sources	2013-12-31	$166,951
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	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$213,634
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$32,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$447
Other income not declared elsewhere	2013-12-31	$1,219,512
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	$1,436,774
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,122,381
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$9,685,607
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	$6,732,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,422,506
Value of interest in pooled separate accounts at end of year	2013-12-31	$351,242
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$292,620
Interest earned on other investments	2013-12-31	$166,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,033,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,949,545
Net investment gain/loss from pooled separate accounts	2013-12-31	$29,695
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	$217,471
Employer contributions (assets) at end of year	2013-12-31	$5,412
Employer contributions (assets) at beginning of year	2013-12-31	$20,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$443,230
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	TYLER, SIMMS & ST. SAUVEUR CPAS PC
Accountancy firm EIN	2013-12-31	020476956
2012 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,314,774
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$819,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$819,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$419,338
Value of total assets at end of year	2012-12-31	$9,685,607
Value of total assets at beginning of year	2012-12-31	$9,190,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$36,238
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
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	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$203,464
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$447
Other income not declared elsewhere	2012-12-31	$133,364
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	$495,022
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$9,685,607
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,190,585
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	$5,422,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,822,499
Value of interest in pooled separate accounts at end of year	2012-12-31	$292,620
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$240,979
Interest earned on other investments	2012-12-31	$36,238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,949,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,119,019
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$261,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$700,746
Net investment gain/loss from pooled separate accounts	2012-12-31	$25,088
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	Yes
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	$215,874
Employer contributions (assets) at end of year	2012-12-31	$20,489
Employer contributions (assets) at beginning of year	2012-12-31	$8,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$557,979
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	TYLER, SIMMS & ST.SAUVEUR CPAS PC
Accountancy firm EIN	2012-12-31	020476956
2011 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$442,990
Total of all expenses incurred	2011-12-31	$580,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$580,705
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$375,314
Value of total assets at end of year	2011-12-31	$9,190,585
Value of total assets at beginning of year	2011-12-31	$9,328,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$35,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$183,571
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$130,900
Administrative expenses (other) incurred	2011-12-31	$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	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$-137,715
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,190,585
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,328,300
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
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,822,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,119,643
Value of interest in pooled separate accounts at end of year	2011-12-31	$240,979
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$165,405
Interest earned on other investments	2011-12-31	$35,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,119,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,043,252
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$40,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-123,506
Net investment gain/loss from pooled separate accounts	2011-12-31	$25,042
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	Yes
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	$191,743
Employer contributions (assets) at end of year	2011-12-31	$8,088
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$539,746
Contract administrator fees	2011-12-31	$0
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	TYLER, SIMMS & ST.SAUVEUR CPAS PC
Accountancy firm EIN	2011-12-31	020476956
2010 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,023,793
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$444,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$444,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$235,857
Value of total assets at end of year	2010-12-31	$9,328,300
Value of total assets at beginning of year	2010-12-31	$8,749,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$29,494
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
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	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$152,439
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$5,240
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
Value of net income/loss	2010-12-31	$579,273
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,328,300
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,749,027
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	$5,119,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,590,269
Value of interest in pooled separate accounts at end of year	2010-12-31	$165,405
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$130,335
Interest earned on other investments	2010-12-31	$29,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,043,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,023,183
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$66,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$739,897
Net investment gain/loss from pooled separate accounts	2010-12-31	$18,545
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	$83,418
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$378,348
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	TYLER, SIMMS & ST.SAUVEUR CPAS PC
Accountancy firm EIN	2010-12-31	020476956
2009 : VERMONT ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0