Kennebunk, 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, Kennebunk, ME has 8 loaded benefit plan(s) reported by 5 plan sponsor(s), with $104,269,404 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 5
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $104,269,404
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $104,269,404
Contributions & income
- Employer contributions
- $1,494,399
- Participant contributions
- $1,900,813
- Total income / additions
- $15,143,619
Expenses & distributions
- Benefits paid / distributions
- $5,161,970
- Total expenses
- $5,290,559
- Net increase / (decrease)
- $9,853,060
Coverage
- Total reported participants
- 1,645
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kennebunk, 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 |
|---|---|---|---|
| The Retirement Plan Of Kennebunk Savings Bank | Kennebunk Savings Bank | $69,964,969 | 2023 |
| Kennebunk Savings Bank 401(K) Plan | Kennebunk Savings Bank | $31,167,003 | 2023 |
| Ellega Inn Inc. Retirement Plan | Ellega Inn Inc. | $1,194,393 | 2023 |
| Phoenix Partners, Inc. 401(K) Plan | Phoenix Partners, Inc. | $1,158,872 | 2023 |
| Delta Business Consulting Solo K Plan | Delta Business Consulting LLC | $704,985 | 2023 |
| Aegoswisdome Corporation 401(K) Plan | Aegoswisdome Corporation | $79,182 | 2023 |
| Kennebunk Savings Bank Welfare Plan | Kennebunk Savings Bank | not reported in the loaded dataset | 2023 |
| Kennebunk Savings Bank Long Term Care Insurance Plan | Kennebunk Savings Bank | not reported in the loaded dataset | 2023 |
Largest plans in Kennebunk → · Kennebunk plans by participants → · Kennebunk plans with financial data → · Kennebunk plans with provider compensation → · $1B+ plans in Kennebunk →
Related Form 5500 pages
- All ME Form 5500 filings
- The Retirement Plan Of Kennebunk Savings Bank (plan 001)
- Kennebunk Savings Bank — all reported plans
- Kennebunk Savings Bank 401(K) Plan (plan 002)
- Ellega Inn Inc. Retirement Plan (plan 001)
- Ellega Inn Inc. — all reported plans
- Phoenix Partners, Inc. 401(K) Plan (plan 001)
- Phoenix Partners, Inc. — all reported plans
- Delta Business Consulting Solo K Plan (plan 001)
- Delta Business Consulting LLC — all reported plans
- Aegoswisdome Corporation 401(K) Plan (plan 001)
- Aegoswisdome Corporation — all reported plans
- Kennebunk Savings Bank Welfare Plan (plan 502)
- Kennebunk Savings Bank Long Term Care Insurance Plan (plan 501)
- Methodology
- Data sources