Eqt Exeter Property Group, LLC 401(K) Plan — Form 5500 plan (Exeter Property Group, 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, Eqt Exeter Property Group, LLC 401(K) Plan is a benefit plan reported by Exeter Property Group, LLC under EIN 20-5420212 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $31,973,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Exeter Property Group, LLC
EIN
20-5420212
Plan number
001
Plan type
2
Location
Radnor, PA
Latest filing year
2023
Participants
267
End-of-year plan assets
$31,973,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20241015114646NAL0029448449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,973,874
Total liabilities (EOY)
$0
Net assets (EOY)
$31,973,874
Net assets (BOY)
$22,810,848

Income & contributions

Employer contributions
$1,554,502
Participant contributions
$3,070,307
Total contributions
$5,510,309
Total income / additions
$10,697,667

Expenses & distributions

Benefits paid
$1,370,467
Administrative expenses
$139,760
Total expenses
$1,534,641
Net increase / (decrease)
$9,163,026

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$89,475$02023
Adp, Inc.RECORD KEEPER$26,753$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages