2023 Form 5500 filing — Spectrum Healthcare Partners, P.A. 401(K) Profit Sharing 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 20240919132607NAL0005976993001) for Spectrum Healthcare Partners, P.A. 401(K) Profit Sharing Plan, reported by Spectrum Healthcare Partners, P.A. under EIN 01-0510040 and plan number 002. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919132607NAL0005976993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectrum Healthcare Partners, P.A.
- EIN
- 01-0510040
- Plan number
- 002
- Location
- South Portland, ME
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $339,970,054
- Net assets (EOY)
- $339,970,054
- Employer contributions
- $9,320,665
- Participant contributions
- $6,781,909
- Total income / additions
- $65,599,419
- Benefits paid
- $15,963,255
- Administrative expenses
- $520,572
- Total expenses
- $16,483,827
- Net increase / (decrease)
- $49,115,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| R M Davis Inc | NONE | $95,978 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $79,019 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $75,178 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $68,922 | not reported in the loaded dataset |
| H. M. Payson & Co. | NONE | $56,361 | not reported in the loaded dataset |
| Vigilant Capital Mgmt LLC | NONE | $30,469 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $21,499 | not reported in the loaded dataset |
| Waypoint Capital Advisors LLC | NONE | $21,378 | not reported in the loaded dataset |
| Douglass Winthrop Advisors LLC | NONE | $16,306 | not reported in the loaded dataset |
| Valmark Advisers Inc | NONE | $15,460 | not reported in the loaded dataset |
| Headinvest LLC | NONE | $15,447 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $11,262 | $0 |
| Portland Global Advisors | NONE | $7,665 | not reported in the loaded dataset |
| Azzad Asset Management Inc | NONE | $5,628 | not reported in the loaded dataset |