Civic Intelligence

St. Josephs Manor

Plan context: St Josephs Manor Tax Sheltered Annuity Plan

EIN 01-0339489 • Portland, ME • 88 filings • 25 plans

View Related Profile

1133 Washington AvenuePortland, ME 04103
Current Snapshot

Latest Year

2023

2023 Participants

19

2023 Assets

$1,645,373

2023 Contributions

$69,802

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,815,251$907,626$0200920162023YearValue
$1,645,373Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

161810199920112023YearValue
19Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2023119$1,645,373$69,802$3,674iApproximate average salary by contribution assumption: employee only about $91,845 at 4% or $61,230 at 6%; with 50% employer match about $61,230 at 4% or $40,820 at 6%; with 100% employer match about $45,922 at 4% or $30,615 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-19$1,645,373$69,802$3,674iApproximate average salary by contribution assumption: employee only about $91,845 at 4% or $61,230 at 6%; with 50% employer match about $61,230 at 4% or $40,820 at 6%; with 100% employer match about $45,922 at 4% or $30,615 at 6%.
2022192$1,531,538$54,062$588iApproximate average salary by contribution assumption: employee only about $14,691 at 4% or $9,794 at 6%; with 50% employer match about $9,794 at 4% or $6,529 at 6%; with 100% employer match about $7,345 at 4% or $4,897 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-92$1,531,538$54,062$588iApproximate average salary by contribution assumption: employee only about $14,691 at 4% or $9,794 at 6%; with 50% employer match about $9,794 at 4% or $6,529 at 6%; with 100% employer match about $7,345 at 4% or $4,897 at 6%.
2021193$1,815,251$72,302$777iApproximate average salary by contribution assumption: employee only about $19,436 at 4% or $12,957 at 6%; with 50% employer match about $12,957 at 4% or $8,638 at 6%; with 100% employer match about $9,718 at 4% or $6,479 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-93$1,815,251$72,302$777iApproximate average salary by contribution assumption: employee only about $19,436 at 4% or $12,957 at 6%; with 50% employer match about $12,957 at 4% or $8,638 at 6%; with 100% employer match about $9,718 at 4% or $6,479 at 6%.
20201107$1,613,489$61,975$579iApproximate average salary by contribution assumption: employee only about $14,480 at 4% or $9,653 at 6%; with 50% employer match about $9,653 at 4% or $6,436 at 6%; with 100% employer match about $7,240 at 4% or $4,827 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-107$1,613,489$61,975$579iApproximate average salary by contribution assumption: employee only about $14,480 at 4% or $9,653 at 6%; with 50% employer match about $9,653 at 4% or $6,436 at 6%; with 100% employer match about $7,240 at 4% or $4,827 at 6%.
20191114$1,345,375$47,663$418iApproximate average salary by contribution assumption: employee only about $10,452 at 4% or $6,968 at 6%; with 50% employer match about $6,968 at 4% or $4,646 at 6%; with 100% employer match about $5,226 at 4% or $3,484 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-114$1,345,375$47,663$418iApproximate average salary by contribution assumption: employee only about $10,452 at 4% or $6,968 at 6%; with 50% employer match about $6,968 at 4% or $4,646 at 6%; with 100% employer match about $5,226 at 4% or $3,484 at 6%.
20181114$1,097,951$44,468$390iApproximate average salary by contribution assumption: employee only about $9,752 at 4% or $6,501 at 6%; with 50% employer match about $6,501 at 4% or $4,334 at 6%; with 100% employer match about $4,876 at 4% or $3,251 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-114$1,097,951$44,468$390iApproximate average salary by contribution assumption: employee only about $9,752 at 4% or $6,501 at 6%; with 50% employer match about $6,501 at 4% or $4,334 at 6%; with 100% employer match about $4,876 at 4% or $3,251 at 6%.
20171112$1,139,784$37,421$334iApproximate average salary by contribution assumption: employee only about $8,353 at 4% or $5,569 at 6%; with 50% employer match about $5,569 at 4% or $3,712 at 6%; with 100% employer match about $4,176 at 4% or $2,784 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-112$1,139,784$37,421$334iApproximate average salary by contribution assumption: employee only about $8,353 at 4% or $5,569 at 6%; with 50% employer match about $5,569 at 4% or $3,712 at 6%; with 100% employer match about $4,176 at 4% or $2,784 at 6%.
2016299$998,288$28,444$287iApproximate average salary by contribution assumption: employee only about $7,183 at 4% or $4,789 at 6%; with 50% employer match about $4,789 at 4% or $3,192 at 6%; with 100% employer match about $3,591 at 4% or $2,394 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-99$998,288$28,444$287iApproximate average salary by contribution assumption: employee only about $7,183 at 4% or $4,789 at 6%; with 50% employer match about $4,789 at 4% or $3,192 at 6%; with 100% employer match about $3,591 at 4% or $2,394 at 6%.
Union Mutual Group Insurance Plan-91---
20151142$941,574$22,662$160iApproximate average salary by contribution assumption: employee only about $3,990 at 4% or $2,660 at 6%; with 50% employer match about $2,660 at 4% or $1,773 at 6%; with 100% employer match about $1,995 at 4% or $1,330 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-142$941,574$22,662$160iApproximate average salary by contribution assumption: employee only about $3,990 at 4% or $2,660 at 6%; with 50% employer match about $2,660 at 4% or $1,773 at 6%; with 100% employer match about $1,995 at 4% or $1,330 at 6%.
20141133$1,039,573$19,298$145iApproximate average salary by contribution assumption: employee only about $3,627 at 4% or $2,418 at 6%; with 50% employer match about $2,418 at 4% or $1,612 at 6%; with 100% employer match about $1,814 at 4% or $1,209 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-133$1,039,573$19,298$145iApproximate average salary by contribution assumption: employee only about $3,627 at 4% or $2,418 at 6%; with 50% employer match about $2,418 at 4% or $1,612 at 6%; with 100% employer match about $1,814 at 4% or $1,209 at 6%.
20131156$1,121,040$32,280$207iApproximate average salary by contribution assumption: employee only about $5,173 at 4% or $3,449 at 6%; with 50% employer match about $3,449 at 4% or $2,299 at 6%; with 100% employer match about $2,587 at 4% or $1,724 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-156$1,121,040$32,280$207iApproximate average salary by contribution assumption: employee only about $5,173 at 4% or $3,449 at 6%; with 50% employer match about $3,449 at 4% or $2,299 at 6%; with 100% employer match about $2,587 at 4% or $1,724 at 6%.
20121138$1,007,075$76,775$556iApproximate average salary by contribution assumption: employee only about $13,909 at 4% or $9,272 at 6%; with 50% employer match about $9,272 at 4% or $6,182 at 6%; with 100% employer match about $6,954 at 4% or $4,636 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-138$1,007,075$76,775$556iApproximate average salary by contribution assumption: employee only about $13,909 at 4% or $9,272 at 6%; with 50% employer match about $9,272 at 4% or $6,182 at 6%; with 100% employer match about $6,954 at 4% or $4,636 at 6%.
20111120$1,060,237$77,906$649iApproximate average salary by contribution assumption: employee only about $16,230 at 4% or $10,820 at 6%; with 50% employer match about $10,820 at 4% or $7,214 at 6%; with 100% employer match about $8,115 at 4% or $5,410 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-120$1,060,237$77,906$649iApproximate average salary by contribution assumption: employee only about $16,230 at 4% or $10,820 at 6%; with 50% employer match about $10,820 at 4% or $7,214 at 6%; with 100% employer match about $8,115 at 4% or $5,410 at 6%.
20107133$1,155,200$124,921$939iApproximate average salary by contribution assumption: employee only about $23,481 at 4% or $15,654 at 6%; with 50% employer match about $15,654 at 4% or $10,436 at 6%; with 100% employer match about $11,741 at 4% or $7,827 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-116$1,155,200$124,921$1,077iApproximate average salary by contribution assumption: employee only about $26,923 at 4% or $17,948 at 6%; with 50% employer match about $17,948 at 4% or $11,966 at 6%; with 100% employer match about $13,461 at 4% or $8,974 at 6%.
St. Josephs Manor Medical Reimbursement Plan-4---
St. Josephs Manor Dependent Care Assistance Plan-0---
St. Joseph'S Manor Short Term Disability Plan-133---
St. Josephs Manor Dental Insurance Plan-111---
St. Josephs Manor Health Care Plan-110---
Union Mutual Group Insurance Plan-125---
20098161$876,794$127,663$793iApproximate average salary by contribution assumption: employee only about $19,823 at 4% or $13,216 at 6%; with 50% employer match about $13,216 at 4% or $8,810 at 6%; with 100% employer match about $9,912 at 4% or $6,608 at 6%.
St Josephs Manor Tax Sheltered Annuity Plan-161$876,794$127,663$793iApproximate average salary by contribution assumption: employee only about $19,823 at 4% or $13,216 at 6%; with 50% employer match about $13,216 at 4% or $8,810 at 6%; with 100% employer match about $9,912 at 4% or $6,608 at 6%.
St. Joseph'S Manor Short Term Disability Plan-117---
St. Josephs Manor Dental Insurance Plan-118---
St. Josephs Manor Dependent Care Assistance Plan-0---
St. Josephs Manor Medical Reimbursement Plan-7---
St. Josephs Manor Health Care Plan-99---
Union Mutual Group Insurance Plan-124---
ST. JOEPH'S MANOR LONG TERM DISABILITY PLAN-134---
20086118$0$0-
Union Mutual Group Insurance Plan-118---
St. Josephs Manor Medical Reimbursement Plan-6---
St. Josephs Manor Dependent Care Assistance Plan-0---
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Dental Insurance Plan-108---
St. Josephs Manor Health Care Plan-91---
20076118$0$0-
Union Mutual Group Insurance Plan-118---
St. Josephs Manor Medical Reimbursement Plan-7---
St. Josephs Manor Dependent Care Assistance Plan-0---
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Dental Insurance Plan-99---
St. Josephs Manor Health Care Plan-90---
20066134$0$0-
Union Mutual Group Insurance Plan-134---
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Dependent Care Assistance Plan-0---
St. Josephs Manor Medical Reimbursement Plan-6---
St. Josephs Manor Health Care Plan-90---
St. Josephs Manor Dental Insurance Plan-109---
20056128$0$0-
Union Mutual Group Insurance Plan-128---
St. Josephs Manor Medical Reimbursement Plan-6---
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Health Care Plan-98---
St. Josephs Manor Dental Insurance Plan-112---
St. Josephs Manor Dependent Care Assistance Plan-0---
20046128$0$0-
Union Mutual Group Insurance Plan-128---
St. Josephs Manor Health Care Plan-90---
St. Josephs Manor Dental Insurance Plan-93---
St. Josephs Manor Dependent Care Assistance Plan-0---
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Medical Reimbursement Plan-6---
20036116$0$0-
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Medical Reimbursement Plan-7---
St. Josephs Manor Dependent Care Assistance Plan-1---
St. Josephs Manor Health Care Plan-90---
St. Josephs Manor Dental Insurance Plan-92---
Union Mutual Group Insurance Plan-116---
20026117$0$0-
Union Mutual Group Insurance Plan-117---
St. Josephs Manor Medical Reimbursement Plan-6---
St. Josephs Manor Dependent Care Assistance Plan-1---
St. Josephs Manor Health Care Plan-84---
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Dental Insurance Plan-91---
20016120$0$0-
St. Josephs Manor Medical Reimbursement Plan-5---
St. Josephs Manor Dependent Care Assistance Plan-0---
St. Josephs Manor Dental Insurance Plan-100---
St. Josephs Manor Health Care Plan-102---
St Josephs Manor Tax Sheltered Annuity Plan-0---
Union Mutual Group Insurance Plan-120---
20005103$0$0-
St. Josephs Manor Dependent Care Assistance Plan-0---
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Medical Reimbursement Plan-5---
St. Josephs Manor Dental Insurance Plan-103---
St. Josephs Manor Health Care Plan-96---
19996108$0$0-
St Josephs Manor Tax Sheltered Annuity Plan-0---
St. Josephs Manor Health Care Plan-103---
Union Mutual Group Insurance Plan-105---
St. Josephs Manor Medical Reimbursement Plan-6---
St. Josephs Manor Dependent Care Assistance Plan-0---
St. Josephs Manor Dental Insurance Plan-108---
St. Josephs Manor | EIN 01-0339489 | 2023 Form 5500 Company Profile