2023 Form 5500 filing — Eqt Exeter Property Group, LLC 401(K) 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 20241015114646NAL0029448449001) for Eqt Exeter Property Group, LLC 401(K) Plan, reported by Exeter Property Group, LLC under EIN 20-5420212 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114646NAL0029448449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Exeter Property Group, LLC
- EIN
- 20-5420212
- Plan number
- 001
- Location
- Radnor, PA
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,973,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,973,874
- Employer contributions
- $1,554,502
- Participant contributions
- $3,070,307
- Total income / additions
- $10,697,667
- Benefits paid
- $1,370,467
- Administrative expenses
- $139,760
- Total expenses
- $1,534,641
- Net increase / (decrease)
- $9,163,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $89,475 | $0 |
| Adp, Inc. | RECORD KEEPER | $26,753 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |