2023 Form 5500 filing — Spurwink Services 403(B) 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 20250326160342NAL0032699314001) for Spurwink Services 403(B) Plan, reported by Spurwink Services, Inc. under EIN 01-0319802 and plan number 001. It reports 1,228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$31.3MReported net assets$31,273,069
Participants1.2K1,228
Provider compensation$123.3K2 Schedule C row(s)$123,296
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250326160342NAL0032699314001
- Plan sponsor
- Spurwink Services, Inc.
- EIN
- 01-0319802
- Plan number
- 001
- Location
- Portland, ME
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$31.3M total assets
Net assets$31.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,273,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,273,069
- Employer contributions
- $626,951
- Participant contributions
- $1,516,170
- Total income / additions
- $5,297,661
- Benefits paid
- $1,600,355
- Administrative expenses
- $123,296
- Total expenses
- $1,723,651
- Net increase / (decrease)
- $3,574,010
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $91,134 | not reported in the loaded dataset |
| Commonweath Financial Network | NONE | $32,162 | not reported in the loaded dataset |