Ellsworth, ME Form 5500 retirement and benefit plan filings
City Form 5500 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, Ellsworth, ME has 13 loaded benefit plan(s) reported by 8 plan sponsor(s), with $24,177,128 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 8
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $24,177,128
- Total reported liabilities (EOY)
- $7,164
- Total reported net assets (EOY)
- $24,169,964
Contributions & income
- Employer contributions
- $1,109,875
- Participant contributions
- $1,564,114
- Total income / additions
- $8,601,673
Expenses & distributions
- Benefits paid / distributions
- $2,083,027
- Total expenses
- $2,143,365
- Net increase / (decrease)
- $6,458,308
Coverage
- Total reported participants
- 2,716
- Plans with financial statements
- 6
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ellsworth, ME plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Maine Community Foundation 401(K) Plan | Maine Community Foundation | $8,276,877 | 2023 |
| Coastal Auto Parts 401(K) Plan | Coastal Auto, Inc | $5,415,060 | 2023 |
| The Witham Family, LLC 401(K) Plan | The Witham Family, LLC | $4,230,763 | 2023 |
| Bas Financial Holdings Employee Stock Ownership 401(K) Plan | Bas Financial Holdings, Inc. | $2,987,752 | 2023 |
| 403(B) Thrift Plan For Employees Of Downeast Community Partners | Downeast Community Partners | $2,591,671 | 2023 |
| Ellsworth Uveitis And Retina Care, Pa Employee Stock Ownership 401(K) Plan | Ellsworth Uveitis And Retina Care, Pa | $675,005 | 2023 |
| Coastal Auto Parts, Inc. Health & Welfare Benefit Plan | Coastal Auto Parts, Inc. | not reported in the loaded dataset | 2023 |
| Ebs Life/Disability/Dental Plan | Ellsworth Builders Supply Inc | not reported in the loaded dataset | 2023 |
| The Witham Family LLC | The Witham Family LLC | not reported in the loaded dataset | 2023 |
| The Witham Family LLC | The Witham Family LLC | not reported in the loaded dataset | 2023 |
| Downeast Community Partners Consolidated Welfare Benefit Plan | Downeast Community Partners | not reported in the loaded dataset | 2023 |
| Ebs Health Plan | Ellsworth Builders Supply Inc | not reported in the loaded dataset | 2023 |
| Bar Harbor Bank & Trust Welfare Benefits Plan | Bar Harbor Bank & Trust | not reported in the loaded dataset | 2023 |
Largest plans in Ellsworth → · Ellsworth plans by participants → · Ellsworth plans with financial data → · Ellsworth plans with provider compensation → · $1B+ plans in Ellsworth →
Related Form 5500 pages
- All ME Form 5500 filings
- Maine Community Foundation 401(K) Plan (plan 001)
- Maine Community Foundation — all reported plans
- Coastal Auto Parts 401(K) Plan (plan 001)
- Coastal Auto, Inc — all reported plans
- The Witham Family, LLC 401(K) Plan (plan 001)
- The Witham Family, LLC — all reported plans
- Bas Financial Holdings Employee Stock Ownership 401(K) Plan (plan 001)
- Bas Financial Holdings, Inc. — all reported plans
- 403(B) Thrift Plan For Employees Of Downeast Community Partners (plan 001)
- Downeast Community Partners — all reported plans
- Ellsworth Uveitis And Retina Care, Pa Employee Stock Ownership 401(K) Plan (plan 003)
- Ellsworth Uveitis And Retina Care, Pa — all reported plans
- Coastal Auto Parts, Inc. Health & Welfare Benefit Plan (plan 501)
- Ebs Life/Disability/Dental Plan (plan 502)
- Ellsworth Builders Supply Inc — all reported plans
- The Witham Family LLC (plan 501)
- The Witham Family LLC (plan 502)
- Downeast Community Partners Consolidated Welfare Benefit Plan (plan 501)
- Ebs Health Plan (plan 501)
- Bar Harbor Bank & Trust Welfare Benefits Plan (plan 504)
- Bar Harbor Bank & Trust — all reported plans
- Methodology
- Data sources