2023 Form 5500 filing — Conestoga Energy Partners LLC Employees Savings Trust
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 20241014121116NAL0014897763001) for Conestoga Energy Partners LLC Employees Savings Trust, reported by Conestoga Energy Partners LLC under EIN 20-5135682 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121116NAL0014897763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Conestoga Energy Partners LLC
- EIN
- 20-5135682
- Plan number
- 001
- Location
- Liberal, KS
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,149,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,149,128
- Employer contributions
- $177,965
- Participant contributions
- $672,176
- Total income / additions
- $2,003,114
- Benefits paid
- $602,533
- Administrative expenses
- $23,108
- Total expenses
- $662,753
- Net increase / (decrease)
- $1,340,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc | NONE | $9,715 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $6,554 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,509 | $0 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $322 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8 | not reported in the loaded dataset |