Essential Utilities, Inc. 401(K) Plan — Form 5500 plan (Essential Utilities, 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, Essential Utilities, Inc. 401(K) Plan is a benefit plan reported by Essential Utilities, Inc. under EIN 23-1702594 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,377 participants and $558,501,909 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Essential Utilities, Inc.
- EIN
- 23-1702594
- Plan number
- 005
- Plan type
- 2
- Location
- Bryn Mawr, PA
- Latest filing year
- 2023
- Participants
- 4,377
- End-of-year plan assets
- $558,501,909
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,377 | H, C | 20241004103153NAL0011307857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $558,501,909
- Total liabilities (EOY)
- $99,195
- Net assets (EOY)
- $558,402,714
- Net assets (BOY)
- $503,248,907
Income & contributions
- Employer contributions
- $23,200,087
- Participant contributions
- $25,255,448
- Total contributions
- $50,449,438
- Total income / additions
- $112,741,475
Expenses & distributions
- Benefits paid
- $56,966,293
- Administrative expenses
- $547,763
- Total expenses
- $57,587,668
- Net increase / (decrease)
- $55,153,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investment Inst | CUSTODIAN/RECORDKEEPER | $203,191 | $0 | 2023 |
| Holland & Knight Llp | ATTORNEY/LEGAL | $147,672 | not reported in the loaded dataset | 2023 |
| Newport Capital Group LLC | CONSULTING | $67,072 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | CONSULTING | $63,750 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | INVESTMENT ADVISOR | $50,909 | not reported in the loaded dataset | 2023 |
| Faerge Drinker Biddle & Reath Llp | LEGAL SERVICES | $15,142 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Essential Utilities, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Bryn Mawr, PA
- Fidelity Investment Inst — Schedule C compensation
- Holland & Knight Llp — Schedule C compensation
- Newport Capital Group LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Faerge Drinker Biddle & Reath Llp — Schedule C compensation