Spectrum Healthcare Partners, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Spectrum Healthcare Partners, P.A.)
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, Spectrum Healthcare Partners, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Spectrum Healthcare Partners, P.A. under EIN 01-0510040 and plan number 002. The latest loaded filing year is 2023. The filing reports 881 participants and $339,970,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectrum Healthcare Partners, P.A.
- EIN
- 01-0510040
- Plan number
- 002
- Plan type
- 2
- Location
- South Portland, ME
- Latest filing year
- 2023
- Participants
- 881
- End-of-year plan assets
- $339,970,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 881 | H, C | 20240919132607NAL0005976993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $339,970,054
- Net assets (EOY)
- $339,970,054
- Net assets (BOY)
- $290,854,462
Income & contributions
- Employer contributions
- $9,320,665
- Participant contributions
- $6,781,909
- Total contributions
- $16,762,926
- Total income / additions
- $65,599,419
Expenses & distributions
- Benefits paid
- $15,963,255
- Administrative expenses
- $520,572
- Total expenses
- $16,483,827
- Net increase / (decrease)
- $49,115,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| R M Davis Inc | NONE | $95,978 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $79,019 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $75,178 | not reported in the loaded dataset | 2023 |
| Hightower Advisors LLC | NONE | $68,922 | not reported in the loaded dataset | 2023 |
| H. M. Payson & Co. | NONE | $56,361 | not reported in the loaded dataset | 2023 |
| Vigilant Capital Mgmt LLC | NONE | $30,469 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $21,499 | not reported in the loaded dataset | 2023 |
| Waypoint Capital Advisors LLC | NONE | $21,378 | not reported in the loaded dataset | 2023 |
| Douglass Winthrop Advisors LLC | NONE | $16,306 | not reported in the loaded dataset | 2023 |
| Valmark Advisers Inc | NONE | $15,460 | not reported in the loaded dataset | 2023 |
| Headinvest LLC | NONE | $15,447 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $11,262 | $0 | 2023 |
| Portland Global Advisors | NONE | $7,665 | not reported in the loaded dataset | 2023 |
| Azzad Asset Management Inc | NONE | $5,628 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spectrum Healthcare Partners, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in South Portland, ME
- R M Davis Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Hightower Advisors LLC — Schedule C compensation
- H. M. Payson & Co. — Schedule C compensation
- Vigilant Capital Mgmt LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Waypoint Capital Advisors LLC — Schedule C compensation
- Douglass Winthrop Advisors LLC — Schedule C compensation
- Valmark Advisers Inc — Schedule C compensation
- Headinvest LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Portland Global Advisors — Schedule C compensation
- Azzad Asset Management Inc — Schedule C compensation