2023 Form 5500 filing — Pierce Atwood Llp 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913104734NAL0019563650001) for Pierce Atwood Llp 401(K) Plan, reported by Pierce Atwood Llp under EIN 01-0190452 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913104734NAL0019563650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pierce Atwood Llp
- EIN
- 01-0190452
- Plan number
- 001
- Location
- Portland, ME
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,859,962
- Net assets (EOY)
- $108,859,962
- Employer contributions
- $3,648,372
- Participant contributions
- $2,817,520
- Total income / additions
- $22,345,707
- Benefits paid
- $10,453,419
- Administrative expenses
- $180,835
- Total expenses
- $10,639,126
- Net increase / (decrease)
- $11,706,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rm Davis Inc | NONE | $58,494 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $51,562 | not reported in the loaded dataset |
| H. M. Payson & Co. | NONE | $30,572 | not reported in the loaded dataset |
| Spinnaker Trust | NONE | $18,164 | not reported in the loaded dataset |
| Camden National Wealth Management | NONE | $15,618 | not reported in the loaded dataset |
| Appleton Partners Inc | NONE | $6,351 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $934 | $0 |