Riverstone Equity Partners, Lp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Riverstone Equity Partners, Lp)
Plain-English plan 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, Riverstone Equity Partners, Lp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Riverstone Equity Partners, Lp under EIN 06-1591215 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $27,004,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Riverstone Equity Partners, Lp
- EIN
- 06-1591215
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $27,004,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241015154534NAL0015001555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,004,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,004,782
- Net assets (BOY)
- $31,127,042
Income & contributions
- Employer contributions
- $1,062,692
- Participant contributions
- $2,107,497
- Total contributions
- $5,697,693
- Total income / additions
- $10,685,379
Expenses & distributions
- Benefits paid
- $4,179,381
- Administrative expenses
- $88,885
- Total expenses
- $4,268,266
- Net increase / (decrease)
- $6,417,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $43,711 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $42,774 | $0 | 2023 |
| Orenda Retirement LLC | CONTRACT ADMINISTRATOR | $2,400 | $16,380 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Riverstone Equity Partners, Lp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morgan Stanley Global Ba — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Orenda Retirement LLC — Schedule C compensation