Preble Street Section 403(B) Plan — Form 5500 plan (Preble Street)
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, Preble Street Section 403(B) Plan is a benefit plan reported by Preble Street under EIN 01-0418917 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $4,674,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Preble Street
- EIN
- 01-0418917
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 366
- End-of-year plan assets
- $4,674,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 366 | H, C | 20250411081603NAL0012535891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,674,041
- Net assets (EOY)
- $4,674,041
- Net assets (BOY)
- $3,933,564
Income & contributions
- Employer contributions
- $90,424
- Participant contributions
- $619,589
- Total contributions
- $721,521
- Total income / additions
- $1,358,575
Expenses & distributions
- Benefits paid
- $566,172
- Administrative expenses
- $51,719
- Total expenses
- $618,098
- Net increase / (decrease)
- $740,477
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,498 | $0 | 2023 |
| Valmark Advisers | INVESTMENT ADVISER | $20,627 | $0 | 2023 |
| Downeast Pension Services | CONTRACT ADMIN | $3,175 | $3,873 | 2023 |
| Lincoln - Aps | SERVICE PROVIDER | $100 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Preble Street
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Portland, ME
- Empower Annuity Insurance Company — Schedule C compensation
- Valmark Advisers — Schedule C compensation
- Downeast Pension Services — Schedule C compensation
- Lincoln - Aps — Schedule C compensation