Plan5500

2023 Form 5500 filing — Essential Utilities, Inc. 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 20241004103153NAL0011307857001) for Essential Utilities, Inc. 401(K) Plan, reported by Essential Utilities, Inc. under EIN 23-1702594 and plan number 005. It reports 4,377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004103153NAL0011307857001
Filing year
2023
Form type
2
Plan sponsor
Essential Utilities, Inc.
EIN
23-1702594
Plan number
005
Location
Bryn Mawr, PA
Participants
4,377
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$558,501,909
Total liabilities (EOY)
$99,195
Net assets (EOY)
$558,402,714
Employer contributions
$23,200,087
Participant contributions
$25,255,448
Total income / additions
$112,741,475
Benefits paid
$56,966,293
Administrative expenses
$547,763
Total expenses
$57,587,668
Net increase / (decrease)
$55,153,807
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investment InstCUSTODIAN/RECORDKEEPER$203,191$0
Holland & Knight LlpATTORNEY/LEGAL$147,672not reported in the loaded dataset
Newport Capital Group LLCCONSULTING$67,072not reported in the loaded dataset
Global Retirement PartnersCONSULTING$63,750not reported in the loaded dataset
Strategic Advisors, Inc.INVESTMENT ADVISOR$50,909not reported in the loaded dataset
Faerge Drinker Biddle & Reath LlpLEGAL SERVICES$15,142not reported in the loaded dataset

Related Form 5500 pages