2023 Form 5500 filing — Towne Park 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 20241015071926NAL0014186771001) for Towne Park 401(K) Plan, reported by Towne Park, LLC under EIN 52-1659267 and plan number 002. It reports 8,682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015071926NAL0014186771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Towne Park, LLC
- EIN
- 52-1659267
- Plan number
- 002
- Location
- Plymouth Meeting, PA
- Participants
- 8,682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,058,593
- Total liabilities (EOY)
- $263,261
- Net assets (EOY)
- $14,795,332
- Employer contributions
- $532,161
- Participant contributions
- $2,315,693
- Total income / additions
- $5,838,231
- Benefits paid
- $2,024,157
- Administrative expenses
- $197,475
- Total expenses
- $2,616,054
- Net increase / (decrease)
- $3,222,177
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $145,367 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $25,401 | not reported in the loaded dataset |
| Kreischer Miller | ACCOUNTANT/AUDITOR | $18,042 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,665 | not reported in the loaded dataset |