Spurwink Services 403(B) Plan — Form 5500 plan (Spurwink Services, 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, Spurwink Services 403(B) Plan is a benefit plan reported by Spurwink Services, Inc. under EIN 01-0319802 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,228 participants and $31,273,069 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spurwink Services, Inc.
EIN
01-0319802
Plan number
001
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
1,228
End-of-year plan assets
$31,273,069

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,228H, C20250326160342NAL0032699314001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,273,069
Total liabilities (EOY)
$0
Net assets (EOY)
$31,273,069
Net assets (BOY)
$22,112,363

Income & contributions

Employer contributions
$626,951
Participant contributions
$1,516,170
Total contributions
$2,244,951
Total income / additions
$5,297,661

Expenses & distributions

Benefits paid
$1,600,355
Administrative expenses
$123,296
Total expenses
$1,723,651
Net increase / (decrease)
$3,574,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$91,134not reported in the loaded dataset2023
Commonweath Financial NetworkNONE$32,162not reported in the loaded dataset2023

Related Form 5500 pages