Exeter Finance LLC 401(K) Profit Sharing Plan — Form 5500 plan (Exeter Finance LLC)
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, Exeter Finance LLC 401(K) Profit Sharing Plan is a benefit plan reported by Exeter Finance LLC under EIN 11-3779713 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,871 participants and $66,477,984 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$66.5MPlan net assets, end of year$66,477,984
Participants1.9KCovered participants reported1,871
Assets / participant$35.5KComputed: assets ÷ participants$35,531 (computed)
Provider compensation$61.6K1 Schedule C provider row(s)$61,631
- Plan sponsor
- Exeter Finance LLC
- EIN
- 11-3779713
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,871 | H, C | 20240816094626NAL0008189827001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$66.5M total assets
Net assets$66.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $66,477,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,477,984
- Net assets (BOY)
- $49,729,413
Income & contributions
- Employer contributions
- $3,833,352
- Participant contributions
- $6,946,895
- Total contributions
- $11,649,631
- Total income / additions
- $21,863,714
Expenses & distributions
- Benefits paid
- $5,052,712
- Administrative expenses
- $61,631
- Total expenses
- $5,115,143
- Net increase / (decrease)
- $16,748,571
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
36%64%
Employer 36%Participant 64%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $61,631 | $0 | 2023 |