Plan5500

Berwick, ME Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Berwick, ME has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,876,920 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Berwick

  • 2 loaded plans hold $1.9M in reported assets across 2 sponsors.
  • The largest, Spence & Mathews 401(K) Plan, holds 90% of reported Berwick plan assets.
  • Plans cover 78 participants — about 39 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.9MSummed across loaded plans$1,876,920
Total reported assets$1.9M$1,876,920
Total reported participants78
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.9M total assets
Net assets$1.9MLiabilities$0
Contributions & income
Employer contributions$45.7K
Participant contributions$195.3K
Total income / additions$544.3K
Expenses & distributions
Benefits paid / distributions$178.4K
Total expenses$191K
Net increase / (decrease)$353.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Berwick, ME plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Berwick market comparison

Largest plan share of assets90%Spence & Mathews 401(K) Plan
Participants per plan39Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Berwick

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Spence & Mathews 401(K) Plan$1.7M
    Wcbl Corp. · 2023
  2. 2
    Salmon Falls Nursery Inc. 401(K) Profit Sharing Plan & Trust$191.1K
    Salmon Falls Nursery Inc · 2023

Largest plans in Berwick → · Berwick plans by participants → · Berwick plans with financial data → · Berwick plans with provider compensation → · $1B+ plans in Berwick →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Berwick, ME?
2 plan(s) reported by 2 sponsor(s) are loaded for Berwick, ME.

Related Form 5500 pages