Conestoga Energy Partners LLC Employees Savings Trust — Form 5500 plan (Conestoga Energy Partners 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, Conestoga Energy Partners LLC Employees Savings Trust is a benefit plan reported by Conestoga Energy Partners LLC under EIN 20-5135682 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $7,149,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Conestoga Energy Partners LLC
- EIN
- 20-5135682
- Plan number
- 001
- Plan type
- 2
- Location
- Liberal, KS
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $7,149,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20241014121116NAL0014897763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,149,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,149,128
- Net assets (BOY)
- $5,808,767
Income & contributions
- Employer contributions
- $177,965
- Participant contributions
- $672,176
- Total contributions
- $855,608
- Total income / additions
- $2,003,114
Expenses & distributions
- Benefits paid
- $602,533
- Administrative expenses
- $23,108
- Total expenses
- $662,753
- Net increase / (decrease)
- $1,340,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc | NONE | $9,715 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $6,554 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,509 | $0 | 2023 |
| Morningstar Inc Dba Morningstar Ass | OTHER | $322 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Conestoga Energy Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Liberal, KS
- The Vanguard Group, Inc — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Morningstar Inc Dba Morningstar Ass — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation