Plan5500

Patten, 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, Patten, ME has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $4,796,669 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

What stands out in Patten

  • 3 loaded plans hold $4.8M in reported assets across 2 sponsors.
  • The largest, Katahdin Valley Health Center Safe Harbor 401(K) Plan, holds 100% of reported Patten plan assets.
  • Plans cover 602 participants — about 201 per plan.
  • 33% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.8MSummed across loaded plans$4,796,669
Total reported assets$4.8M$4,796,669
Total reported participants602
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.8M total assets
Net assets$4.8MLiabilities—
Contributions & income
Employer contributions$337.8K
Participant contributions$563K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$246.9K
Total expenses$251.4K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Patten, 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

Patten market comparison

Largest plan share of assets100%Katahdin Valley Health Center Safe Harbor 401(K) Plan
Participants per plan201Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Patten

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

  1. 1
    Katahdin Valley Health Center Safe Harbor 401(K) Plan$4.8M
    Katahdin Valley Health Center · 2023
  2. 2
    Kvhc Cigna Benefit Plannot reported in the loaded dataset
    Katahdin Valley Health Center · 2023
  3. 3
    Kvhc Lincoln Benefit Plannot reported in the loaded dataset
    Katahdin Valley Health Center · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages