2023 Form 5500 filing — Preble Street Section 403(B) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250411081603NAL0012535891001) for Preble Street Section 403(B) Plan, reported by Preble Street under EIN 01-0418917 and plan number 001. It reports 366 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411081603NAL0012535891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Preble Street
- EIN
- 01-0418917
- Plan number
- 001
- Location
- Portland, ME
- Participants
- 366
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,674,041
- Net assets (EOY)
- $4,674,041
- Employer contributions
- $90,424
- Participant contributions
- $619,589
- Total income / additions
- $1,358,575
- Benefits paid
- $566,172
- Administrative expenses
- $51,719
- Total expenses
- $618,098
- Net increase / (decrease)
- $740,477
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $28,498 | $0 |
| Valmark Advisers | INVESTMENT ADVISER | $20,627 | $0 |
| Downeast Pension Services | CONTRACT ADMIN | $3,175 | $3,873 |
| Lincoln - Aps | SERVICE PROVIDER | $100 | $0 |