Suburban Propane Retirement Savings And Investment Plan — Form 5500 plan (Suburban Propane L.P.)

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, Suburban Propane Retirement Savings And Investment Plan is a benefit plan reported by Suburban Propane L.P. under EIN 22-3410352 and plan number 060. The latest loaded filing year is 2023. The filing reports 4,695 participants and $235,332,865 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Suburban Propane L.P.
EIN
22-3410352
Plan number
060
Plan type
2
Location
Whippany, NJ
Latest filing year
2023
Participants
4,695
End-of-year plan assets
$235,332,865

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,695H, C20241014100347NAL0014737139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$235,332,865
Total liabilities (EOY)
$0
Net assets (EOY)
$235,332,865
Net assets (BOY)
$210,799,912

Income & contributions

Employer contributions
$4,327,337
Participant contributions
$14,290,783
Total contributions
$20,200,538
Total income / additions
$52,212,484

Expenses & distributions

Benefits paid
$27,184,653
Administrative expenses
$490,488
Total expenses
$27,679,531
Net increase / (decrease)
$24,532,953

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$223,411$02023
Financial EnginesINVESTMENT ADVISOR$147,615not reported in the loaded dataset2023
Capfinancial Partners LLCINVESTMENT ADVISOR$83,185not reported in the loaded dataset2023
Cohnreznick LlpAUDITOR$34,600not reported in the loaded dataset2023

Related Form 5500 pages