Eastern Propane 401(K) Plan — Form 5500 plan (Eastern Propane Gas, Inc.)
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, Eastern Propane 401(K) Plan is a benefit plan reported by Eastern Propane Gas, Inc. under EIN 04-2125425 and plan number 001. The latest loaded filing year is 2023. The filing reports 553 participants and $72,255,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eastern Propane Gas, Inc.
- EIN
- 04-2125425
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NH
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $72,255,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20240717145835NAL0004587041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,255,567
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,255,567
- Net assets (BOY)
- $62,754,535
Income & contributions
- Employer contributions
- $1,701,660
- Participant contributions
- $2,962,795
- Total contributions
- $6,190,059
- Total income / additions
- $15,507,618
Expenses & distributions
- Benefits paid
- $5,841,452
- Administrative expenses
- $115,290
- Total expenses
- $6,006,586
- Net increase / (decrease)
- $9,501,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $71,923 | $0 | 2023 |
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $24,995 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $7,750 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | CONTRACT ADMIN | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eastern Propane Gas, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Rochester, NH
- Empower Annuity Insurance Company O — Schedule C compensation
- Commonwealth Equity Services LLC Db — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation