Plan5500

Rockport, 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, Rockport, ME has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,134,684 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 Rockport

  • 2 loaded plans hold $1.1M in reported assets across 2 sponsors.
  • The largest, Phi Home Designs 401(K) Plan, holds 76% of reported Rockport plan assets.
  • Plans cover 49 participants — about 25 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$1.1MSummed across loaded plans$1,134,684
Total reported assets$1.1M$1,134,684
Total reported participants49
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$41.8K
Participant contributions$72.9K
Total income / additions$357.4K
Expenses & distributions
Benefits paid / distributions$4K
Total expenses$4.3K
Net increase / (decrease)$353.1K

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 Rockport, 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

Rockport market comparison

Largest plan share of assets76%Phi Home Designs 401(K) Plan
Participants per plan25Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Rockport

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

  1. 1
    Phi Home Designs 401(K) Plan$866.7K
    Hay Runner Rockport Design & Construction, LLC · 2023
  2. 2
    Mid Coast Provisions Inc 401(K) Plan$268K
    Mid Coast Provisions Inc · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages