401k Plan data: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN plan

SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SPINNAKER TRUST has sponsored the creation of one or more 401k plans.

Company Name: SPINNAKER TRUST

Employer identification number (EIN): 010513167

NAIC Classification: 525920
NAIC Description: Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 RICHARD E. CURRAN JR.
002 2013-01-01 RICHARD E. CURRAN JR.
002 2012-01-01 KAREN LOWELL

Plan Statistics for SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 35
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 38
Number of participants with account balances 2023-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 34
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 36
Number of participants with account balances 2022-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 29
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 34
Number of participants with account balances 2021-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 30
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 33
Number of participants with account balances 2020-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 34
Number of participants with account balances 2019-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 29
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 34
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 25
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 32
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 37
Number of participants with account balances 2016-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 37
Number of participants with account balances 2015-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 33
Number of participants with account balances 2014-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 31
Number of participants with account balances 2013-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 34
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 36
Number of participants with account balances 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	35
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	38
Number of participants with account balances	2023-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	34
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	36
Number of participants with account balances	2022-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	29
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	34
Number of participants with account balances	2021-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	30
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	33
Number of participants with account balances	2020-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	34
Number of participants with account balances	2019-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	29
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	34
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	25
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	32
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	37
Number of participants with account balances	2016-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	37
Number of participants with account balances	2015-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	33
Number of participants with account balances	2014-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	31
Number of participants with account balances	2013-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	34
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	36
Number of participants with account balances	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$296,884
Expenses. Total of all expenses incurred	2023-12-31	$61,210
Benefits paid (including direct rollovers)	2023-12-31	$61,210
Total plan assets at end of year	2023-12-31	$1,734,785
Total plan assets at beginning of year	2023-12-31	$1,499,111
Value of fidelity bond covering the plan	2023-12-31	$4,000,000
Other income received	2023-12-31	$256,884
Net income (gross income less expenses)	2023-12-31	$235,674
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,734,785
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,499,111
Assets. Value of employer securities	2023-12-31	$1,339,733
Total contributions received or receivable from employer(s)	2023-12-31	$40,000
2022 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$35,941
Expenses. Total of all expenses incurred	2022-12-31	$180,846
Benefits paid (including direct rollovers)	2022-12-31	$180,846
Total plan assets at end of year	2022-12-31	$1,499,111
Total plan assets at beginning of year	2022-12-31	$1,644,016
Value of fidelity bond covering the plan	2022-12-31	$2,000,000
Other income received	2022-12-31	$-29,059
Net income (gross income less expenses)	2022-12-31	$-144,905
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,499,111
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,644,016
Assets. Value of employer securities	2022-12-31	$1,288,451
Total contributions received or receivable from employer(s)	2022-12-31	$65,000
2021 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$338,986
Expenses. Total of all expenses incurred	2021-12-31	$224,004
Benefits paid (including direct rollovers)	2021-12-31	$224,004
Total plan assets at end of year	2021-12-31	$1,644,016
Total plan assets at beginning of year	2021-12-31	$1,529,034
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Other income received	2021-12-31	$298,986
Net income (gross income less expenses)	2021-12-31	$114,982
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,644,016
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,529,034
Assets. Value of employer securities	2021-12-31	$1,481,826
Total contributions received or receivable from employer(s)	2021-12-31	$40,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$260,398
Expenses. Total of all expenses incurred	2020-12-31	$94,028
Benefits paid (including direct rollovers)	2020-12-31	$94,028
Total plan assets at end of year	2020-12-31	$1,529,034
Total plan assets at beginning of year	2020-12-31	$1,362,664
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Other income received	2020-12-31	$220,398
Net income (gross income less expenses)	2020-12-31	$166,370
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,529,034
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,362,664
Assets. Value of employer securities	2020-12-31	$1,294,862
Total contributions received or receivable from employer(s)	2020-12-31	$40,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$374,561
Expenses. Total of all expenses incurred	2019-12-31	$55,869
Benefits paid (including direct rollovers)	2019-12-31	$55,869
Total plan assets at end of year	2019-12-31	$1,362,664
Total plan assets at beginning of year	2019-12-31	$1,043,972
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$279,182
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$318,692
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,362,664
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,043,972
Assets. Value of employer securities	2019-12-31	$1,165,589
Total contributions received or receivable from employer(s)	2019-12-31	$95,379
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$184,665
Expenses. Total of all expenses incurred	2018-12-31	$53,616
Benefits paid (including direct rollovers)	2018-12-31	$53,616
Total plan assets at end of year	2018-12-31	$1,043,972
Total plan assets at beginning of year	2018-12-31	$912,923
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Other income received	2018-12-31	$119,700
Net income (gross income less expenses)	2018-12-31	$131,049
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,043,972
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$912,923
Assets. Value of employer securities	2018-12-31	$906,688
Total contributions received or receivable from employer(s)	2018-12-31	$64,965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$136,758
Expenses. Total of all expenses incurred	2017-12-31	$92,452
Benefits paid (including direct rollovers)	2017-12-31	$92,452
Total plan assets at end of year	2017-12-31	$912,923
Total plan assets at beginning of year	2017-12-31	$868,617
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Other income received	2017-12-31	$101,723
Net income (gross income less expenses)	2017-12-31	$44,306
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$912,923
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$868,617
Assets. Value of employer securities	2017-12-31	$882,266
Total contributions received or receivable from employer(s)	2017-12-31	$35,035
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$50,908
Expenses. Total of all expenses incurred	2016-12-31	$1,461,704
Benefits paid (including direct rollovers)	2016-12-31	$1,461,704
Total plan assets at end of year	2016-12-31	$868,617
Total plan assets at beginning of year	2016-12-31	$2,279,413
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Other income received	2016-12-31	$50,908
Net income (gross income less expenses)	2016-12-31	$-1,410,796
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$868,617
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,279,413
Assets. Value of employer securities	2016-12-31	$810,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$34,252
Total income from all sources	2015-12-31	$198,509
Expenses. Total of all expenses incurred	2015-12-31	$20,807
Benefits paid (including direct rollovers)	2015-12-31	$19,451
Total plan assets at end of year	2015-12-31	$2,279,413
Total plan assets at beginning of year	2015-12-31	$2,135,963
Value of fidelity bond covering the plan	2015-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,356
Other income received	2015-12-31	$178,509
Net income (gross income less expenses)	2015-12-31	$177,702
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,279,413
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,101,711
Assets. Value of employer securities	2015-12-31	$2,092,452
Total contributions received or receivable from employer(s)	2015-12-31	$20,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$34,252
Total plan liabilities at beginning of year	2014-12-31	$52,528
Total income from all sources	2014-12-31	$138,497
Expenses. Total of all expenses incurred	2014-12-31	$5,111
Benefits paid (including direct rollovers)	2014-12-31	$2,824
Total plan assets at end of year	2014-12-31	$2,135,963
Total plan assets at beginning of year	2014-12-31	$2,020,853
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,287
Other income received	2014-12-31	$93,497
Net income (gross income less expenses)	2014-12-31	$133,386
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,101,711
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,968,325
Assets. Value of employer securities	2014-12-31	$1,990,716
Total contributions received or receivable from employer(s)	2014-12-31	$45,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-2,282,148
Total plan liabilities at end of year	2013-12-31	$52,528
Total plan liabilities at beginning of year	2013-12-31	$69,918
Total income from all sources	2013-12-31	$-520,854
Expenses. Total of all expenses incurred	2013-12-31	$4,082
Total plan assets at end of year	2013-12-31	$2,020,853
Total plan assets at beginning of year	2013-12-31	$4,845,327
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,082
Other income received	2013-12-31	$-612,854
Net income (gross income less expenses)	2013-12-31	$-524,936
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,968,325
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,775,409
Assets. Value of employer securities	2013-12-31	$1,913,727
Total contributions received or receivable from employer(s)	2013-12-31	$92,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$69,918
Total plan liabilities at beginning of year	2012-12-31	$307,475
Total income from all sources	2012-12-31	$1,156,846
Expenses. Total of all expenses incurred	2012-12-31	$551,103
Benefits paid (including direct rollovers)	2012-12-31	$538,280
Total plan assets at end of year	2012-12-31	$4,845,327
Total plan assets at beginning of year	2012-12-31	$4,477,141
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$151,640
Expenses. Other expenses not covered elsewhere	2012-12-31	$12,673
Other income received	2012-12-31	$805,929
Net income (gross income less expenses)	2012-12-31	$605,743
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,775,409
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,169,666
Assets. Value of employer securities	2012-12-31	$2,109,063
Total contributions received or receivable from employer(s)	2012-12-31	$199,277
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN

2023: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SPINNAKER TRUST EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SPINNAKER TRUST 401K EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 010542995]

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Company Name:	SPINNAKER TRUST
Employer identification number (EIN):	010513167
NAIC Classification:	525920
NAIC Description:	Trusts, Estates, and Agency Accounts