Presque Isle Housing Authority Retirement Savings Plan — Form 5500 plan (Presque Isle Housing Authority)

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, Presque Isle Housing Authority Retirement Savings Plan is a benefit plan reported by Presque Isle Housing Authority under EIN 01-6001039 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $1,051,248 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,051,248
Participants25Covered participants reported
Assets / participant$42KComputed: assets ÷ participants$42,050 (computed)
Provider compensationNone reported
Plan sponsor
Presque Isle Housing Authority
EIN
01-6001039
Plan number
001
Plan type
2
Location
Presque Isle, ME
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I20250410162930NAL0024586417001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$265.1K
Total expenses$18.4K
Benefits paid / distributions$18K
Contributions
Employer$54.1K
Participant$52.6K
Full reported line items

Net assets

Total assets (EOY)
$1,051,248
Total liabilities (EOY)
$0
Net assets (EOY)
$1,051,248
Net assets (BOY)
$804,487

Income & contributions

Employer contributions
$54,127
Participant contributions
$52,649
Total income / additions
$265,150

Expenses & distributions

Benefits paid
$17,975
Administrative expenses
$414
Total expenses
$18,389
Net increase / (decrease)
$246,761
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 51%Participant 49%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages