Spinnaker Trust DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Spinnaker Trust
  • Sponsor EIN: 010513167
  • Sponsor Address: PO BOX 7160, PORTLAND, ME, 04112
  • Plan Type: DC
  • Total Participants: 34
  • Total Assets: $2.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202434$2.2M$25,000$0
202335$1.7M$40,000$0
202234$1.5M$65,000$0