Penquis Cap 403b Plan — Form 5500 plan (Penquis C.A.P. 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, Penquis Cap 403b Plan is a benefit plan reported by Penquis C.A.P. Inc. under EIN 01-6023748 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $17,265,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Penquis C.A.P. Inc.
- EIN
- 01-6023748
- Plan number
- 001
- Plan type
- 2
- Location
- Bangor, ME
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $17,265,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241010151601NAL0041296610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,265,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,265,127
- Net assets (BOY)
- $14,549,357
Income & contributions
- Employer contributions
- $630,195
- Participant contributions
- $1,162,372
- Total contributions
- $1,813,878
- Total income / additions
- $3,851,307
Expenses & distributions
- Benefits paid
- $1,092,288
- Administrative expenses
- $39,458
- Total expenses
- $1,135,537
- Net increase / (decrease)
- $2,715,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ces Insurance Agency Inc | NONE | $27,023 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $2,159 | $13,550 | 2023 |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $10,577 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Penquis C.A.P. Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Bangor, ME
- Ces Insurance Agency Inc — Schedule C compensation
- American United Life Insurance Co — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation