2023 Form 5500 filing — Eastern Propane 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717145835NAL0004587041001) for Eastern Propane 401(K) Plan, reported by Eastern Propane Gas, Inc. under EIN 04-2125425 and plan number 001. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717145835NAL0004587041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Eastern Propane Gas, Inc.
- EIN
- 04-2125425
- Plan number
- 001
- Location
- Rochester, NH
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,255,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,255,567
- Employer contributions
- $1,701,660
- Participant contributions
- $2,962,795
- Total income / additions
- $15,507,618
- Benefits paid
- $5,841,452
- Administrative expenses
- $115,290
- Total expenses
- $6,006,586
- Net increase / (decrease)
- $9,501,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $71,923 | $0 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $24,995 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | AUDITOR | $7,750 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | CONTRACT ADMIN | $300 | not reported in the loaded dataset |