Spurwink Services Defined Benefit Pension Plan — Form 5500 plan (Spurwink Services)

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 Defined Benefit Pension Plan is a benefit plan reported by Spurwink Services under EIN 01-0319802 and plan number 002. The latest loaded filing year is 2023. The filing reports 823 participants and $17,316,228 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spurwink Services
EIN
01-0319802
Plan number
002
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
823
End-of-year plan assets
$17,316,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023823H, C20250401144104NAL0004071859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,316,228
Total liabilities (EOY)
$0
Net assets (EOY)
$17,316,228
Net assets (BOY)
$21,758,486

Income & contributions

Total contributions
$0
Total income / additions
$651,917

Expenses & distributions

Benefits paid
$5,058,903
Administrative expenses
$35,272
Total expenses
$5,094,175
Net increase / (decrease)
-$4,442,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inst Asset Management CoINVESTMENT MGMT$35,272$02023

Related Form 5500 pages