Plan5500

Yarmouth, 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, Yarmouth, ME has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $6,728,811 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Yarmouth

  • 4 loaded plans hold $6.7M in reported assets across 4 sponsors.
  • The largest, Maine Technical Source 401(K) Profit Sharing, holds 60% of reported Yarmouth plan assets.
  • Plans cover 39 participants — about 10 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$6.7MSummed across loaded plans$6,728,811
Total reported assets$6.7M$6,728,811
Total reported participants39
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.7M total assets
Net assets$6.7MLiabilities$0
Contributions & income
Employer contributions$60.4K
Participant contributions$250.2K
Total income / additions$1.4M
Expenses & distributions
Benefits paid / distributions$49.5K
Total expenses$68.4K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

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

Yarmouth market comparison

Largest plan share of assets60%Maine Technical Source 401(K) Profit Sharing
Participants per plan10Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Yarmouth

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

  1. 1
    Maine Technical Source 401(K) Profit Sharing$4M
    Maine Technical Source · 2023
  2. 2
    Investment Engineering 401(K) Profit Sharing Plan And Trust$1.6M
    Investment Engineering Dba Sparhawk Group · 2023
  3. 3
    Maine Environmental Laboratory 401(K) Plan$937K
    Maine Environmental Laboratory LLC · 2023
  4. 4
    Integrative Therapies Retirement Plan$217.3K
    Integrative Therapies For Cancer & Chronic Disease Inc · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Yarmouth, ME?
4 plan(s) reported by 4 sponsor(s) are loaded for Yarmouth, ME.

Related Form 5500 pages