Maine Family Planning 403(B) Plan — Form 5500 plan (Family Planning Association Of Maine, Inc. Maine Family Planning)

Plain-English plan 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, Maine Family Planning 403(B) Plan is a benefit plan reported by Family Planning Association Of Maine, Inc. Maine Family Planning under EIN 01-0317679 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $5,543,823 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Family Planning Association Of Maine, Inc. Maine Family Planning
EIN
01-0317679
Plan number
001
Plan type
2
Location
Augusta, ME
Latest filing year
2023
Participants
122
End-of-year plan assets
$5,543,823

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20241001110932NAL0012183776001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,543,823
Net assets (EOY)
$5,543,823
Net assets (BOY)
$4,371,978

Income & contributions

Employer contributions
$125,471
Participant contributions
$270,252
Total contributions
$992,275
Total income / additions
$1,823,083

Expenses & distributions

Benefits paid
$648,139
Administrative expenses
$3,099
Total expenses
$651,238
Net increase / (decrease)
$1,171,845

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa Teachers Ins And Annuity Assocnot reported in the loaded dataset$3,175$02023

Related Form 5500 pages