Waypoint Maine, Inc. 403(B) Plan — Form 5500 plan (Waypoint Maine, Inc.)

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, Waypoint Maine, Inc. 403(B) Plan is a benefit plan reported by Waypoint Maine, Inc. under EIN 01-0279587 and plan number 002. The latest loaded filing year is 2023. The filing reports 474 participants and $5,388,957 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waypoint Maine, Inc.
EIN
01-0279587
Plan number
002
Plan type
2
Location
Sanford, ME
Latest filing year
2023
Participants
474
End-of-year plan assets
$5,388,957

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023474H, C20241007150215NAL0026496544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,388,957
Total liabilities (EOY)
$0
Net assets (EOY)
$5,388,957
Net assets (BOY)
$4,377,702

Income & contributions

Employer contributions
$159,413
Participant contributions
$357,111
Total contributions
$698,499
Total income / additions
$1,459,918

Expenses & distributions

Benefits paid
$415,749
Administrative expenses
$32,914
Total expenses
$448,663
Net increase / (decrease)
$1,011,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORD KEEPER$23,489$02023

Related Form 5500 pages