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PINE TREE SOCIETY, INC. — PINE TREE SOCIETY 403(B) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250918125816NAL0001436049001
PINE TREE SOCIETY, INC.
Form 5500-SF
FILING_RECEIVED
PINE TREE SOCIETY 403(B) RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
92
Accounts w/ balance
102
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PINE TREE SOCIETY, INC.
.
Find decision makers
Plan sponsor
Name
PINE TREE SOCIETY, INC.
EIN
01-0212442
Address
149 FRONT ST · BATH, ME · 04530
Phone
(207) 443-3341
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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Trustee / custodian
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