2023 Form 5500 filing — Exeter Finance LLC 401(K) Profit Sharing 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 20240816094626NAL0008189827001) for Exeter Finance LLC 401(K) Profit Sharing Plan, reported by Exeter Finance LLC under EIN 11-3779713 and plan number 001. It reports 1,871 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$66.5MReported net assets$66,477,984
Participants1.9K1,871
Provider compensation$61.6K1 Schedule C row(s)$61,631
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240816094626NAL0008189827001
- Plan sponsor
- Exeter Finance LLC
- EIN
- 11-3779713
- Plan number
- 001
- Location
- Irving, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$66.5M total assets
Net assets$66.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $66,477,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,477,984
- Employer contributions
- $3,833,352
- Participant contributions
- $6,946,895
- Total income / additions
- $21,863,714
- Benefits paid
- $5,052,712
- Administrative expenses
- $61,631
- Total expenses
- $5,115,143
- Net increase / (decrease)
- $16,748,571
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $61,631 | $0 |