Towne Park 401(K) Plan — Form 5500 plan (Towne Park, 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, Towne Park 401(K) Plan is a benefit plan reported by Towne Park, LLC under EIN 52-1659267 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,682 participants and $15,058,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Towne Park, LLC
- EIN
- 52-1659267
- Plan number
- 002
- Plan type
- 2
- Location
- Plymouth Meeting, PA
- Latest filing year
- 2023
- Participants
- 8,682
- End-of-year plan assets
- $15,058,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,682 | H, C | 20241015071926NAL0014186771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,058,593
- Total liabilities (EOY)
- $263,261
- Net assets (EOY)
- $14,795,332
- Net assets (BOY)
- $11,573,155
Income & contributions
- Employer contributions
- $532,161
- Participant contributions
- $2,315,693
- Total contributions
- $3,520,101
- Total income / additions
- $5,838,231
Expenses & distributions
- Benefits paid
- $2,024,157
- Administrative expenses
- $197,475
- Total expenses
- $2,616,054
- Net increase / (decrease)
- $3,222,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $145,367 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $25,401 | not reported in the loaded dataset | 2023 |
| Kreischer Miller | ACCOUNTANT/AUDITOR | $18,042 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,665 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Towne Park, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Plymouth Meeting, PA
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Kreischer Miller — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation