Civic Intelligence

Spinnaker Trust

Plan context: Spinnaker Trust 401(K) Profit Sharing Plan

EIN 01-0513167 • Portland, ME • 31 filings • 5 plans

PO Box 7160Portland, ME 04112
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$13,479,987

2024 Contributions

$866,798

Historical Graphs

Total Assets Over Time

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

$13,479,987$6,739,994$0200820162024YearValue
$13,479,987Latest year 2024

Participants Over Time

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

49250200720162024YearValue
49Latest year 2024

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
2024249$13,479,987$866,798$17,690iApproximate average salary by contribution assumption: employee only about $442,244 at 4% or $294,829 at 6%; with 50% employer match about $294,829 at 4% or $196,553 at 6%; with 100% employer match about $221,122 at 4% or $147,415 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-49$11,329,315$841,798$17,180iApproximate average salary by contribution assumption: employee only about $429,489 at 4% or $286,326 at 6%; with 50% employer match about $286,326 at 4% or $190,884 at 6%; with 100% employer match about $214,744 at 4% or $143,163 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-34$2,150,672$25,000$735iApproximate average salary by contribution assumption: employee only about $18,382 at 4% or $12,255 at 6%; with 50% employer match about $12,255 at 4% or $8,170 at 6%; with 100% employer match about $9,191 at 4% or $6,127 at 6%.
2023247$11,052,948$751,502$15,989iApproximate average salary by contribution assumption: employee only about $399,735 at 4% or $266,490 at 6%; with 50% employer match about $266,490 at 4% or $177,660 at 6%; with 100% employer match about $199,868 at 4% or $133,245 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-47$9,318,163$711,502$15,138iApproximate average salary by contribution assumption: employee only about $378,459 at 4% or $252,306 at 6%; with 50% employer match about $252,306 at 4% or $168,204 at 6%; with 100% employer match about $189,229 at 4% or $126,153 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-35$1,734,785$40,000$1,143iApproximate average salary by contribution assumption: employee only about $28,571 at 4% or $19,048 at 6%; with 50% employer match about $19,048 at 4% or $12,698 at 6%; with 100% employer match about $14,286 at 4% or $9,524 at 6%.
2022240$8,665,542$730,212$18,255iApproximate average salary by contribution assumption: employee only about $456,383 at 4% or $304,255 at 6%; with 50% employer match about $304,255 at 4% or $202,837 at 6%; with 100% employer match about $228,191 at 4% or $152,128 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-40$7,166,431$665,212$16,630iApproximate average salary by contribution assumption: employee only about $415,758 at 4% or $277,172 at 6%; with 50% employer match about $277,172 at 4% or $184,781 at 6%; with 100% employer match about $207,879 at 4% or $138,586 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-34$1,499,111$65,000$1,912iApproximate average salary by contribution assumption: employee only about $47,794 at 4% or $31,863 at 6%; with 50% employer match about $31,863 at 4% or $21,242 at 6%; with 100% employer match about $23,897 at 4% or $15,931 at 6%.
2021243$10,841,190$744,602$17,316iApproximate average salary by contribution assumption: employee only about $432,908 at 4% or $288,605 at 6%; with 50% employer match about $288,605 at 4% or $192,404 at 6%; with 100% employer match about $216,454 at 4% or $144,303 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-43$9,197,174$704,602$16,386iApproximate average salary by contribution assumption: employee only about $409,652 at 4% or $273,102 at 6%; with 50% employer match about $273,102 at 4% or $182,068 at 6%; with 100% employer match about $204,826 at 4% or $136,551 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-29$1,644,016$40,000$1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%.
2020238$9,228,365$785,589$20,673iApproximate average salary by contribution assumption: employee only about $516,835 at 4% or $344,557 at 6%; with 50% employer match about $344,557 at 4% or $229,704 at 6%; with 100% employer match about $258,417 at 4% or $172,278 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-38$7,699,331$745,589$19,621iApproximate average salary by contribution assumption: employee only about $490,519 at 4% or $327,013 at 6%; with 50% employer match about $327,013 at 4% or $218,008 at 6%; with 100% employer match about $245,260 at 4% or $163,506 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-30$1,529,034$40,000$1,333iApproximate average salary by contribution assumption: employee only about $33,333 at 4% or $22,222 at 6%; with 50% employer match about $22,222 at 4% or $14,815 at 6%; with 100% employer match about $16,667 at 4% or $11,111 at 6%.
2019235$7,327,477$1,121,778$32,051iApproximate average salary by contribution assumption: employee only about $801,270 at 4% or $534,180 at 6%; with 50% employer match about $534,180 at 4% or $356,120 at 6%; with 100% employer match about $400,635 at 4% or $267,090 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-35$5,964,813$1,026,399$29,326iApproximate average salary by contribution assumption: employee only about $733,142 at 4% or $488,761 at 6%; with 50% employer match about $488,761 at 4% or $325,841 at 6%; with 100% employer match about $366,571 at 4% or $244,381 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-29$1,362,664$95,379$3,289iApproximate average salary by contribution assumption: employee only about $82,223 at 4% or $54,816 at 6%; with 50% employer match about $54,816 at 4% or $36,544 at 6%; with 100% employer match about $41,112 at 4% or $27,408 at 6%.
2018236$4,984,607$572,865$15,913iApproximate average salary by contribution assumption: employee only about $397,823 at 4% or $265,215 at 6%; with 50% employer match about $265,215 at 4% or $176,810 at 6%; with 100% employer match about $198,911 at 4% or $132,608 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-36$3,940,635$507,900$14,108iApproximate average salary by contribution assumption: employee only about $352,708 at 4% or $235,139 at 6%; with 50% employer match about $235,139 at 4% or $156,759 at 6%; with 100% employer match about $176,354 at 4% or $117,569 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-29$1,043,972$64,965$2,240iApproximate average salary by contribution assumption: employee only about $56,004 at 4% or $37,336 at 6%; with 50% employer match about $37,336 at 4% or $24,891 at 6%; with 100% employer match about $28,002 at 4% or $18,668 at 6%.
2017236$4,668,752$574,750$15,965iApproximate average salary by contribution assumption: employee only about $399,132 at 4% or $266,088 at 6%; with 50% employer match about $266,088 at 4% or $177,392 at 6%; with 100% employer match about $199,566 at 4% or $133,044 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-36$3,755,829$539,715$14,992iApproximate average salary by contribution assumption: employee only about $374,802 at 4% or $249,868 at 6%; with 50% employer match about $249,868 at 4% or $166,579 at 6%; with 100% employer match about $187,401 at 4% or $124,934 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-25$912,923$35,035$1,401iApproximate average salary by contribution assumption: employee only about $35,035 at 4% or $23,357 at 6%; with 50% employer match about $23,357 at 4% or $15,571 at 6%; with 100% employer match about $17,518 at 4% or $11,678 at 6%.
2016237$3,772,602$442,039$11,947iApproximate average salary by contribution assumption: employee only about $298,675 at 4% or $199,117 at 6%; with 50% employer match about $199,117 at 4% or $132,744 at 6%; with 100% employer match about $149,338 at 4% or $99,558 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-37$2,903,985$442,039$11,947iApproximate average salary by contribution assumption: employee only about $298,675 at 4% or $199,117 at 6%; with 50% employer match about $199,117 at 4% or $132,744 at 6%; with 100% employer match about $149,338 at 4% or $99,558 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-29$868,617--
2015238$5,271,087$367,806$9,679iApproximate average salary by contribution assumption: employee only about $241,978 at 4% or $161,318 at 6%; with 50% employer match about $161,318 at 4% or $107,546 at 6%; with 100% employer match about $120,989 at 4% or $80,659 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-38$2,991,674$347,806$9,153iApproximate average salary by contribution assumption: employee only about $228,820 at 4% or $152,546 at 6%; with 50% employer match about $152,546 at 4% or $101,698 at 6%; with 100% employer match about $114,410 at 4% or $76,273 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-30$2,279,413$20,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
2014238$4,851,717$303,608$7,990iApproximate average salary by contribution assumption: employee only about $199,742 at 4% or $133,161 at 6%; with 50% employer match about $133,161 at 4% or $88,774 at 6%; with 100% employer match about $99,871 at 4% or $66,581 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-38$2,715,754$258,608$6,805iApproximate average salary by contribution assumption: employee only about $170,137 at 4% or $113,425 at 6%; with 50% employer match about $113,425 at 4% or $75,616 at 6%; with 100% employer match about $85,068 at 4% or $56,712 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-28$2,135,963$45,000$1,607iApproximate average salary by contribution assumption: employee only about $40,179 at 4% or $26,786 at 6%; with 50% employer match about $26,786 at 4% or $17,857 at 6%; with 100% employer match about $20,089 at 4% or $13,393 at 6%.
2013234$4,585,344$362,035$10,648iApproximate average salary by contribution assumption: employee only about $266,202 at 4% or $177,468 at 6%; with 50% employer match about $177,468 at 4% or $118,312 at 6%; with 100% employer match about $133,101 at 4% or $88,734 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-34$2,564,491$270,035$7,942iApproximate average salary by contribution assumption: employee only about $198,555 at 4% or $132,370 at 6%; with 50% employer match about $132,370 at 4% or $88,247 at 6%; with 100% employer match about $99,278 at 4% or $66,185 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-26$2,020,853$92,000$3,538iApproximate average salary by contribution assumption: employee only about $88,462 at 4% or $58,974 at 6%; with 50% employer match about $58,974 at 4% or $39,316 at 6%; with 100% employer match about $44,231 at 4% or $29,487 at 6%.
2012234$5,849,301$403,026$11,854iApproximate average salary by contribution assumption: employee only about $296,343 at 4% or $197,562 at 6%; with 50% employer match about $197,562 at 4% or $131,708 at 6%; with 100% employer match about $148,171 at 4% or $98,781 at 6%.
Spinnaker Trust Employee Stock Ownership Plan-34$4,845,327$350,917$10,321iApproximate average salary by contribution assumption: employee only about $258,027 at 4% or $172,018 at 6%; with 50% employer match about $172,018 at 4% or $114,679 at 6%; with 100% employer match about $129,014 at 4% or $86,009 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-17$1,003,974$52,109$3,065iApproximate average salary by contribution assumption: employee only about $76,631 at 4% or $51,087 at 6%; with 50% employer match about $51,087 at 4% or $34,058 at 6%; with 100% employer match about $38,315 at 4% or $25,544 at 6%.
2011135$1,707,614$185,255$5,293iApproximate average salary by contribution assumption: employee only about $132,325 at 4% or $88,217 at 6%; with 50% employer match about $88,217 at 4% or $58,811 at 6%; with 100% employer match about $66,163 at 4% or $44,108 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-35$1,707,614$185,255$5,293iApproximate average salary by contribution assumption: employee only about $132,325 at 4% or $88,217 at 6%; with 50% employer match about $88,217 at 4% or $58,811 at 6%; with 100% employer match about $66,163 at 4% or $44,108 at 6%.
2010131$1,458,309$146,227$4,717iApproximate average salary by contribution assumption: employee only about $117,925 at 4% or $78,617 at 6%; with 50% employer match about $78,617 at 4% or $52,411 at 6%; with 100% employer match about $58,963 at 4% or $39,308 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-31$1,458,309$146,227$4,717iApproximate average salary by contribution assumption: employee only about $117,925 at 4% or $78,617 at 6%; with 50% employer match about $78,617 at 4% or $52,411 at 6%; with 100% employer match about $58,963 at 4% or $39,308 at 6%.
2009132$1,521,972$150,823$4,713iApproximate average salary by contribution assumption: employee only about $117,830 at 4% or $78,554 at 6%; with 50% employer match about $78,554 at 4% or $52,369 at 6%; with 100% employer match about $58,915 at 4% or $39,277 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-32$1,521,972$150,823$4,713iApproximate average salary by contribution assumption: employee only about $117,830 at 4% or $78,554 at 6%; with 50% employer match about $78,554 at 4% or $52,369 at 6%; with 100% employer match about $58,915 at 4% or $39,277 at 6%.
2008130$1,250,246$201,964$6,732iApproximate average salary by contribution assumption: employee only about $168,303 at 4% or $112,202 at 6%; with 50% employer match about $112,202 at 4% or $74,801 at 6%; with 100% employer match about $84,152 at 4% or $56,101 at 6%.
Spinnaker Trust 401(K) Profit Sharing Plan-30$1,250,246$201,964$6,732iApproximate average salary by contribution assumption: employee only about $168,303 at 4% or $112,202 at 6%; with 50% employer match about $112,202 at 4% or $74,801 at 6%; with 100% employer match about $84,152 at 4% or $56,101 at 6%.
2007128$0$0-
Spinnaker Trust 401(K) Profit Sharing Plan-28---