Plan5500

Stonington, 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, Stonington, ME has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $533,022 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 Stonington

  • 2 loaded plans hold $533K in reported assets across 2 sponsors.
  • The largest, Cas Services, Inc. 401(K) Profit Sharing Plan, holds 100% of reported Stonington plan assets.
  • Plans cover 9 participants — about 5 per plan.
  • 50% 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$533KSummed across loaded plans$533,022
Total reported assets$533K$533,022
Total reported participants9
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$533K total assets
Net assets$533KLiabilities$0
Contributions & income
Employer contributions$12K
Participant contributions$0
Total income / additions$31.2K
Expenses & distributions
Benefits paid / distributions$12K
Total expenses$12K
Net increase / (decrease)$19.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Stonington market comparison

Largest plan share of assets100%Cas Services, Inc. 401(K) Profit Sharing Plan
Participants per plan5Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Stonington

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

  1. 1
    Cas Services, Inc. 401(K) Profit Sharing Plan$533K
    Cas Services, Inc. · 2023
  2. 2
    Isle Au Haut Company Disability Plan & Trustnot reported in the loaded dataset
    Isle Au Haut Boat Services · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages