Pierce Atwood Llp 401(K) Plan — Form 5500 plan (Pierce Atwood Llp)
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, Pierce Atwood Llp 401(K) Plan is a benefit plan reported by Pierce Atwood Llp under EIN 01-0190452 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $108,859,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pierce Atwood Llp
- EIN
- 01-0190452
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $108,859,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20240913104734NAL0019563650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,859,962
- Net assets (EOY)
- $108,859,962
- Net assets (BOY)
- $97,024,325
Income & contributions
- Employer contributions
- $3,648,372
- Participant contributions
- $2,817,520
- Total contributions
- $6,511,996
- Total income / additions
- $22,345,707
Expenses & distributions
- Benefits paid
- $10,453,419
- Administrative expenses
- $180,835
- Total expenses
- $10,639,126
- Net increase / (decrease)
- $11,706,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rm Davis Inc | NONE | $58,494 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $51,562 | not reported in the loaded dataset | 2023 |
| H. M. Payson & Co. | NONE | $30,572 | not reported in the loaded dataset | 2023 |
| Spinnaker Trust | NONE | $18,164 | not reported in the loaded dataset | 2023 |
| Camden National Wealth Management | NONE | $15,618 | not reported in the loaded dataset | 2023 |
| Appleton Partners Inc | NONE | $6,351 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $934 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pierce Atwood Llp
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Portland, ME
- Rm Davis Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- H. M. Payson & Co. — Schedule C compensation
- Spinnaker Trust — Schedule C compensation
- Camden National Wealth Management — Schedule C compensation
- Appleton Partners Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation