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ESSENTIAL UTILITIES, INC. 401(K) PLAN 401k Plan overview

Plan NameESSENTIAL UTILITIES, INC. 401(K) PLAN
Plan identification number 005

ESSENTIAL UTILITIES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ESSENTIAL UTILITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ESSENTIAL UTILITIES, INC.
Employer identification number (EIN):231702594
NAIC Classification:221300

Additional information about ESSENTIAL UTILITIES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1983-06-03
Company Identification Number: C1202595
Legal Registered Office Address: 3194 D Airport Loop Dr

Costa Mesa
United States of America (USA)
92626

More information about ESSENTIAL UTILITIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESSENTIAL UTILITIES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052022-01-01
0052021-01-01
0052020-01-01
0052020-01-01
0052019-01-01
0052019-01-01
0052019-01-01
0052018-01-01
0052017-01-01STEPHEN A. EAGLAND
0052016-01-01KAREN M. HEISLER KAREN M. HEISLER2017-06-21
0052015-01-01KAREN M. HEISLER KAREN M. HEISLER2016-10-07
0052014-01-01CHRISTOPHER LUNING CHRISTOPHER LUNING2015-10-01
0052013-01-01SUSAN M. BROUSSARD SUSAN M. BROUSSARD2014-10-14
0052012-01-01SUSAN M. BROUSSARD SUSAN M. BROUSSARD2013-10-15
0052011-01-01SUSAN M. BROUSSARD SUSAN M. BROUSSARD2012-10-10
0052010-01-01ROY H. STAHL ROY H. STAHL2011-10-14
0052009-01-01ROY H. STAHL ROY H. STAHL2010-10-15

Plan Statistics for ESSENTIAL UTILITIES, INC. 401(K) PLAN

401k plan membership statisitcs for ESSENTIAL UTILITIES, INC. 401(K) PLAN

Measure Date Value
2022: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,191
Total number of active participants reported on line 7a of the Form 55002022-01-013,124
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,227
Total of all active and inactive participants2022-01-014,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-014,377
Number of participants with account balances2022-01-013,968
2021: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,190
Total number of active participants reported on line 7a of the Form 55002021-01-011,623
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01567
Total of all active and inactive participants2021-01-012,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-012,206
Number of participants with account balances2021-01-012,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0179
2020: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,159
Total number of active participants reported on line 7a of the Form 55002020-01-011,607
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01567
Total of all active and inactive participants2020-01-012,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-012,190
Number of participants with account balances2020-01-012,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0179
2019: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,143
Total number of active participants reported on line 7a of the Form 55002019-01-011,596
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01547
Total of all active and inactive participants2019-01-012,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0123
Total participants2019-01-012,167
Number of participants with account balances2019-01-012,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0171
2018: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,098
Total number of active participants reported on line 7a of the Form 55002018-01-011,587
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01541
Total of all active and inactive participants2018-01-012,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-012,148
Number of participants with account balances2018-01-012,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0158
2017: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,077
Total number of active participants reported on line 7a of the Form 55002017-01-011,561
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01516
Total of all active and inactive participants2017-01-012,078
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-012,097
Number of participants with account balances2017-01-012,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0178
2016: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,095
Total number of active participants reported on line 7a of the Form 55002016-01-011,586
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01473
Total of all active and inactive participants2016-01-012,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-012,077
Number of participants with account balances2016-01-012,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01137
2015: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,073
Total number of active participants reported on line 7a of the Form 55002015-01-011,655
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01382
Total of all active and inactive participants2015-01-012,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-012,055
Number of participants with account balances2015-01-011,996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0184
2014: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,012
Total number of active participants reported on line 7a of the Form 55002014-01-011,652
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01320
Total of all active and inactive participants2014-01-011,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0114
Total participants2014-01-011,988
Number of participants with account balances2014-01-011,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0162
2013: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,488
Total number of active participants reported on line 7a of the Form 55002013-01-011,609
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01359
Total of all active and inactive participants2013-01-011,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0111
Total participants2013-01-011,981
Number of participants with account balances2013-01-011,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0173
2012: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,513
Total number of active participants reported on line 7a of the Form 55002012-01-011,676
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01784
Total of all active and inactive participants2012-01-012,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-012,473
Number of participants with account balances2012-01-012,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0163
2011: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,307
Total number of active participants reported on line 7a of the Form 55002011-01-011,662
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01674
Total of all active and inactive participants2011-01-012,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-012,351
Number of participants with account balances2011-01-012,316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0182
2010: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,203
Total number of active participants reported on line 7a of the Form 55002010-01-011,665
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01583
Total of all active and inactive participants2010-01-012,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0110
Total participants2010-01-012,261
Number of participants with account balances2010-01-012,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0160
2009: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,183
Total number of active participants reported on line 7a of the Form 55002009-01-011,661
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-01250
Total of all active and inactive participants2009-01-011,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-011,924
Number of participants with account balances2009-01-011,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0161

Financial Data on ESSENTIAL UTILITIES, INC. 401(K) PLAN

Measure Date Value
2022 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$341,484
Total unrealized appreciation/depreciation of assets2022-12-31$341,484
Total transfer of assets to this plan2022-12-31$233,444,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$171,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,889
Total income from all sources (including contributions)2022-12-31$-8,178,156
Total loss/gain on sale of assets2022-12-31$103,183
Total of all expenses incurred2022-12-31$47,666,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$47,104,773
Expenses. Certain deemed distributions of participant loans2022-12-31$82,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$38,801,359
Value of total assets at end of year2022-12-31$503,420,870
Value of total assets at beginning of year2022-12-31$325,698,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$478,593
Total interest from all sources2022-12-31$313,407
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$25,277,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$24,273,478
Administrative expenses professional fees incurred2022-12-31$313,294
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$18,532,170
Participant contributions at end of year2022-12-31$8,907,328
Participant contributions at beginning of year2022-12-31$3,869,691
Participant contributions at end of year2022-12-31$258,637
Participant contributions at beginning of year2022-12-31$255,828
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,099,035
Liabilities. Value of operating payables at end of year2022-12-31$171,963
Liabilities. Value of operating payables at beginning of year2022-12-31$49,889
Total non interest bearing cash at end of year2022-12-31$231
Total non interest bearing cash at beginning of year2022-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-55,844,406
Value of net assets at end of year (total assets less liabilities)2022-12-31$503,248,907
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$325,648,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$165,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$393,868,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$224,338,436
Interest on participant loans2022-12-31$313,407
Value of interest in common/collective trusts at end of year2022-12-31$33,128,724
Value of interest in common/collective trusts at beginning of year2022-12-31$14,637,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-73,286,265
Net investment gain or loss from common/collective trusts2022-12-31$271,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$63,071,156
Assets. Invements in employer securities at beginning of year2022-12-31$79,804,808
Contributions received in cash from employer2022-12-31$17,170,154
Employer contributions (assets) at end of year2022-12-31$4,186,423
Employer contributions (assets) at beginning of year2022-12-31$2,792,301
Income. Dividends from common stock2022-12-31$1,003,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$47,104,773
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,046,206
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,943,023
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$9,615,956
Total unrealized appreciation/depreciation of assets2021-12-31$9,615,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$49,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$60,523
Total income from all sources (including contributions)2021-12-31$61,479,046
Total loss/gain on sale of assets2021-12-31$81,924
Total of all expenses incurred2021-12-31$26,312,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,006,823
Expenses. Certain deemed distributions of participant loans2021-12-31$214,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$20,981,473
Value of total assets at end of year2021-12-31$325,698,372
Value of total assets at beginning of year2021-12-31$290,542,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,698
Total interest from all sources2021-12-31$189,873
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$18,558,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$16,974,790
Administrative expenses professional fees incurred2021-12-31$54,352
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,199,652
Participant contributions at end of year2021-12-31$3,869,691
Participant contributions at beginning of year2021-12-31$3,635,148
Participant contributions at end of year2021-12-31$255,828
Participant contributions at beginning of year2021-12-31$255,347
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,449,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$49,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$60,523
Total non interest bearing cash at end of year2021-12-31$2
Total non interest bearing cash at beginning of year2021-12-31$11,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$35,166,624
Value of net assets at end of year (total assets less liabilities)2021-12-31$325,648,483
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$290,481,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$224,338,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$193,238,582
Interest on participant loans2021-12-31$189,873
Value of interest in common/collective trusts at end of year2021-12-31$14,637,306
Value of interest in common/collective trusts at beginning of year2021-12-31$14,600,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,818,798
Net investment gain or loss from common/collective trusts2021-12-31$232,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$79,804,808
Assets. Invements in employer securities at beginning of year2021-12-31$75,982,771
Contributions received in cash from employer2021-12-31$7,332,786
Employer contributions (assets) at end of year2021-12-31$2,792,301
Employer contributions (assets) at beginning of year2021-12-31$2,818,512
Income. Dividends from common stock2021-12-31$1,583,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,006,823
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$7,597,635
Aggregate carrying amount (costs) on sale of assets2021-12-31$7,515,711
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$39,908,037
Total unrealized appreciation/depreciation of assets2020-12-31$39,908,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$60,523
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$59,808
Total income from all sources (including contributions)2020-12-31$50,039,744
Total loss/gain on sale of assets2020-12-31$4,672,830
Total of all expenses incurred2020-12-31$19,099,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,948,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,368,354
Value of total assets at end of year2020-12-31$290,542,382
Value of total assets at beginning of year2020-12-31$259,601,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$151,545
Total interest from all sources2020-12-31$193,620
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,993,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,426,561
Administrative expenses professional fees incurred2020-12-31$138,803
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,113,148
Participant contributions at end of year2020-12-31$3,635,148
Participant contributions at beginning of year2020-12-31$3,571,397
Participant contributions at end of year2020-12-31$255,347
Participant contributions at beginning of year2020-12-31$179,417
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,481,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$60,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$59,808
Other income not declared elsewhere2020-12-31$-715
Administrative expenses (other) incurred2020-12-31$12,742
Total non interest bearing cash at end of year2020-12-31$11,938
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$30,940,010
Value of net assets at end of year (total assets less liabilities)2020-12-31$290,481,859
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$259,541,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$193,238,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$161,215,836
Interest on participant loans2020-12-31$193,620
Value of interest in common/collective trusts at end of year2020-12-31$14,600,084
Value of interest in common/collective trusts at beginning of year2020-12-31$12,015,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-25,396,911
Net investment gain or loss from common/collective trusts2020-12-31$300,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$75,982,771
Assets. Invements in employer securities at beginning of year2020-12-31$80,045,814
Contributions received in cash from employer2020-12-31$6,774,133
Employer contributions (assets) at end of year2020-12-31$2,818,512
Employer contributions (assets) at beginning of year2020-12-31$2,573,836
Income. Dividends from common stock2020-12-31$1,567,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,948,189
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$9,134,602
Aggregate carrying amount (costs) on sale of assets2020-12-31$4,461,772
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$21,122,891
Total unrealized appreciation/depreciation of assets2019-12-31$21,122,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$59,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$99,644
Total income from all sources (including contributions)2019-12-31$71,833,715
Total loss/gain on sale of assets2019-12-31$1,439,913
Total of all expenses incurred2019-12-31$18,227,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,120,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,869,245
Value of total assets at end of year2019-12-31$259,601,657
Value of total assets at beginning of year2019-12-31$206,034,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,319
Total interest from all sources2019-12-31$188,097
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,235,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,673,762
Administrative expenses professional fees incurred2019-12-31$94,627
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,382,455
Participant contributions at end of year2019-12-31$3,571,397
Participant contributions at beginning of year2019-12-31$3,444,569
Participant contributions at end of year2019-12-31$179,417
Participant contributions at beginning of year2019-12-31$165,272
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,057,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$59,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$99,644
Administrative expenses (other) incurred2019-12-31$11,692
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$52,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$53,606,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$259,541,849
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$205,935,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$161,215,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$127,359,395
Interest on participant loans2019-12-31$188,097
Value of interest in common/collective trusts at end of year2019-12-31$12,015,357
Value of interest in common/collective trusts at beginning of year2019-12-31$10,912,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,694,902
Net investment gain or loss from common/collective trusts2019-12-31$283,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$80,045,814
Assets. Invements in employer securities at beginning of year2019-12-31$61,644,912
Contributions received in cash from employer2019-12-31$6,429,677
Employer contributions (assets) at end of year2019-12-31$2,573,836
Employer contributions (assets) at beginning of year2019-12-31$2,455,535
Income. Dividends from common stock2019-12-31$1,561,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,120,758
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,426,026
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,986,113
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-12-31251408703
2018 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-8,131,616
Total unrealized appreciation/depreciation of assets2018-12-31$-8,131,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$99,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$148,677
Total income from all sources (including contributions)2018-12-31$441,777
Total loss/gain on sale of assets2018-12-31$-874,757
Total of all expenses incurred2018-12-31$17,702,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,452,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,173,994
Value of total assets at end of year2018-12-31$206,034,855
Value of total assets at beginning of year2018-12-31$223,344,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$249,998
Total interest from all sources2018-12-31$185,096
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,314,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,828,038
Administrative expenses professional fees incurred2018-12-31$92,704
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,425,672
Participant contributions at end of year2018-12-31$3,444,569
Participant contributions at beginning of year2018-12-31$4,513,592
Participant contributions at end of year2018-12-31$165,272
Participant contributions at beginning of year2018-12-31$161,126
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$765,951
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$99,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$148,677
Administrative expenses (other) incurred2018-12-31$24,290
Total non interest bearing cash at end of year2018-12-31$52,903
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,260,744
Value of net assets at end of year (total assets less liabilities)2018-12-31$205,935,211
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$223,195,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$133,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$127,359,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$133,369,036
Interest on participant loans2018-12-31$185,096
Value of interest in common/collective trusts at end of year2018-12-31$10,912,269
Value of interest in common/collective trusts at beginning of year2018-12-31$10,707,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-18,468,497
Net investment gain or loss from common/collective trusts2018-12-31$242,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$61,644,912
Assets. Invements in employer securities at beginning of year2018-12-31$72,363,098
Contributions received in cash from employer2018-12-31$5,982,371
Employer contributions (assets) at end of year2018-12-31$2,455,535
Employer contributions (assets) at beginning of year2018-12-31$2,229,916
Income. Dividends from common stock2018-12-31$1,486,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,452,523
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$7,953,094
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,827,851
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$16,405,573
Total unrealized appreciation/depreciation of assets2017-12-31$16,405,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$148,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$65,968
Total income from all sources (including contributions)2017-12-31$53,818,485
Total loss/gain on sale of assets2017-12-31$849,333
Total of all expenses incurred2017-12-31$20,647,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,444,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,286,298
Value of total assets at end of year2017-12-31$223,344,632
Value of total assets at beginning of year2017-12-31$190,090,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$202,470
Total interest from all sources2017-12-31$197,810
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,347,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,894,510
Administrative expenses professional fees incurred2017-12-31$168,543
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,261,498
Participant contributions at end of year2017-12-31$4,513,592
Participant contributions at beginning of year2017-12-31$4,364,972
Participant contributions at end of year2017-12-31$161,126
Participant contributions at beginning of year2017-12-31$144,736
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$651,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$148,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$65,968
Administrative expenses (other) incurred2017-12-31$33,927
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$20,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$33,171,446
Value of net assets at end of year (total assets less liabilities)2017-12-31$223,195,955
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$190,024,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$133,369,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$113,531,701
Interest on participant loans2017-12-31$197,810
Value of interest in common/collective trusts at end of year2017-12-31$10,707,864
Value of interest in common/collective trusts at beginning of year2017-12-31$11,240,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,535,153
Net investment gain or loss from common/collective trusts2017-12-31$197,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$72,363,098
Assets. Invements in employer securities at beginning of year2017-12-31$58,695,513
Contributions received in cash from employer2017-12-31$5,373,643
Employer contributions (assets) at end of year2017-12-31$2,229,916
Employer contributions (assets) at beginning of year2017-12-31$2,092,964
Income. Dividends from common stock2017-12-31$1,452,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$20,444,569
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$9,744,619
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,895,286
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$191,815
Total unrealized appreciation/depreciation of assets2016-12-31$191,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$65,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$82,077
Total income from all sources (including contributions)2016-12-31$23,850,655
Total loss/gain on sale of assets2016-12-31$403,901
Total of all expenses incurred2016-12-31$19,046,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,871,641
Value of total corrective distributions2016-12-31$17,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,111,016
Value of total assets at end of year2016-12-31$190,090,477
Value of total assets at beginning of year2016-12-31$185,302,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$157,841
Total interest from all sources2016-12-31$182,702
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,547,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,158,919
Administrative expenses professional fees incurred2016-12-31$136,864
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$7,794,723
Participant contributions at end of year2016-12-31$4,364,972
Participant contributions at beginning of year2016-12-31$4,528,316
Participant contributions at end of year2016-12-31$144,736
Participant contributions at beginning of year2016-12-31$143,050
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$344,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$65,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$82,077
Administrative expenses (other) incurred2016-12-31$20,977
Total non interest bearing cash at end of year2016-12-31$20,000
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,803,708
Value of net assets at end of year (total assets less liabilities)2016-12-31$190,024,509
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$185,220,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$113,531,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$110,833,860
Interest on participant loans2016-12-31$182,702
Value of interest in common/collective trusts at end of year2016-12-31$11,240,591
Value of interest in common/collective trusts at beginning of year2016-12-31$10,380,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,218,234
Net investment gain or loss from common/collective trusts2016-12-31$195,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$58,695,513
Assets. Invements in employer securities at beginning of year2016-12-31$57,429,479
Contributions received in cash from employer2016-12-31$4,971,514
Employer contributions (assets) at end of year2016-12-31$2,092,964
Employer contributions (assets) at beginning of year2016-12-31$1,988,115
Income. Dividends from common stock2016-12-31$1,388,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,871,641
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$7,666,545
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,262,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$5,983,034
Total unrealized appreciation/depreciation of assets2015-12-31$5,983,034
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$82,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,346
Total income from all sources (including contributions)2015-12-31$19,948,337
Total loss/gain on sale of assets2015-12-31$9,357
Total of all expenses incurred2015-12-31$13,479,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,275,234
Expenses. Certain deemed distributions of participant loans2015-12-31$16,582
Value of total corrective distributions2015-12-31$9,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,800,908
Value of total assets at end of year2015-12-31$185,302,878
Value of total assets at beginning of year2015-12-31$178,814,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$178,513
Total interest from all sources2015-12-31$181,626
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,604,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,265,393
Administrative expenses professional fees incurred2015-12-31$91,606
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,576,426
Participant contributions at end of year2015-12-31$4,528,316
Participant contributions at beginning of year2015-12-31$4,368,440
Participant contributions at end of year2015-12-31$143,050
Participant contributions at beginning of year2015-12-31$127,545
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$387,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$82,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$62,346
Administrative expenses (other) incurred2015-12-31$86,907
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$67,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,468,899
Value of net assets at end of year (total assets less liabilities)2015-12-31$185,220,801
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$178,751,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$110,833,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$106,824,847
Interest on participant loans2015-12-31$181,626
Value of interest in common/collective trusts at end of year2015-12-31$10,380,058
Value of interest in common/collective trusts at beginning of year2015-12-31$10,744,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,688,656
Net investment gain or loss from common/collective trusts2015-12-31$57,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$57,429,479
Assets. Invements in employer securities at beginning of year2015-12-31$55,451,046
Contributions received in cash from employer2015-12-31$4,836,896
Employer contributions (assets) at end of year2015-12-31$1,988,115
Employer contributions (assets) at beginning of year2015-12-31$1,230,717
Income. Dividends from common stock2015-12-31$1,339,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,275,234
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-10,246,237
Aggregate carrying amount (costs) on sale of assets2015-12-31$-10,255,594
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,313,903
Total unrealized appreciation/depreciation of assets2014-12-31$6,313,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$40,289
Total income from all sources (including contributions)2014-12-31$25,118,145
Total loss/gain on sale of assets2014-12-31$397,561
Total of all expenses incurred2014-12-31$17,100,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$16,918,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,796,304
Value of total assets at end of year2014-12-31$178,814,248
Value of total assets at beginning of year2014-12-31$170,774,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$182,143
Total interest from all sources2014-12-31$173,028
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,997,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,693,453
Administrative expenses professional fees incurred2014-12-31$137,900
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,318,902
Participant contributions at end of year2014-12-31$4,368,440
Participant contributions at beginning of year2014-12-31$4,131,948
Participant contributions at end of year2014-12-31$127,545
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$304,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$62,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$40,289
Administrative expenses (other) incurred2014-12-31$44,243
Total non interest bearing cash at end of year2014-12-31$67,275
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,017,465
Value of net assets at end of year (total assets less liabilities)2014-12-31$178,751,902
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$170,734,437
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$106,824,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$103,862,545
Interest on participant loans2014-12-31$173,028
Value of interest in common/collective trusts at end of year2014-12-31$10,744,378
Value of interest in common/collective trusts at beginning of year2014-12-31$11,272,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,219,582
Net investment gain or loss from common/collective trusts2014-12-31$220,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$55,451,046
Assets. Invements in employer securities at beginning of year2014-12-31$50,440,224
Contributions received in cash from employer2014-12-31$3,172,768
Employer contributions (assets) at end of year2014-12-31$1,230,717
Employer contributions (assets) at beginning of year2014-12-31$1,067,972
Income. Dividends from common stock2014-12-31$1,303,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$16,918,537
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$6,651,904
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,254,343
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,189,336
Total unrealized appreciation/depreciation of assets2013-12-31$6,189,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$61,892
Total income from all sources (including contributions)2013-12-31$36,726,357
Total loss/gain on sale of assets2013-12-31$1,281,550
Total of all expenses incurred2013-12-31$11,927,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,693,045
Expenses. Certain deemed distributions of participant loans2013-12-31$32,457
Value of total corrective distributions2013-12-31$68,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,347,224
Value of total assets at end of year2013-12-31$170,774,726
Value of total assets at beginning of year2013-12-31$145,996,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$132,600
Total interest from all sources2013-12-31$157,396
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,746,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,497,711
Administrative expenses professional fees incurred2013-12-31$73,276
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,919,856
Participant contributions at end of year2013-12-31$4,131,948
Participant contributions at beginning of year2013-12-31$3,686,028
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$555,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$40,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$61,892
Administrative expenses (other) incurred2013-12-31$59,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$24,799,345
Value of net assets at end of year (total assets less liabilities)2013-12-31$170,734,437
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$145,935,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$103,862,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$85,248,218
Interest on participant loans2013-12-31$157,396
Value of interest in common/collective trusts at end of year2013-12-31$11,272,037
Value of interest in common/collective trusts at beginning of year2013-12-31$9,997,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$654,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,729,123
Net investment gain or loss from common/collective trusts2013-12-31$275,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$50,440,224
Assets. Invements in employer securities at beginning of year2013-12-31$45,405,520
Contributions received in cash from employer2013-12-31$2,872,321
Employer contributions (assets) at end of year2013-12-31$1,067,972
Employer contributions (assets) at beginning of year2013-12-31$1,005,823
Income. Dividends from common stock2013-12-31$1,248,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,693,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$7,717,827
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,436,277
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,389,555
Total unrealized appreciation/depreciation of assets2012-12-31$4,389,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$61,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$53,560
Total income from all sources (including contributions)2012-12-31$29,711,987
Total loss/gain on sale of assets2012-12-31$375,756
Total of all expenses incurred2012-12-31$15,839,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,786,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,853,464
Value of total assets at end of year2012-12-31$145,996,984
Value of total assets at beginning of year2012-12-31$132,115,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,192
Total interest from all sources2012-12-31$150,063
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,304,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,122,783
Administrative expenses professional fees incurred2012-12-31$36,832
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,650,865
Participant contributions at end of year2012-12-31$3,686,028
Participant contributions at beginning of year2012-12-31$3,520,273
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$4,642
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,158,596
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$61,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$53,560
Administrative expenses (other) incurred2012-12-31$15,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$13,872,963
Value of net assets at end of year (total assets less liabilities)2012-12-31$145,935,092
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$132,062,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$85,248,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$75,324,848
Interest on participant loans2012-12-31$150,063
Value of interest in common/collective trusts at end of year2012-12-31$9,997,306
Value of interest in common/collective trusts at beginning of year2012-12-31$10,795,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$654,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,307,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,358,342
Net investment gain or loss from common/collective trusts2012-12-31$280,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$45,405,520
Assets. Invements in employer securities at beginning of year2012-12-31$40,218,205
Contributions received in cash from employer2012-12-31$3,044,003
Employer contributions (assets) at end of year2012-12-31$1,005,823
Employer contributions (assets) at beginning of year2012-12-31$943,657
Income. Dividends from common stock2012-12-31$1,181,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,786,832
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$5,145,852
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,770,096
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-647,005
Total unrealized appreciation/depreciation of assets2011-12-31$-647,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$53,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$92,337
Total income from all sources (including contributions)2011-12-31$9,278,026
Total loss/gain on sale of assets2011-12-31$-49,179
Total of all expenses incurred2011-12-31$6,441,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,418,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,542,872
Value of total assets at end of year2011-12-31$132,115,689
Value of total assets at beginning of year2011-12-31$129,317,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,885
Total interest from all sources2011-12-31$150,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,693,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,587,290
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,521,693
Participant contributions at end of year2011-12-31$3,520,273
Participant contributions at beginning of year2011-12-31$2,964,431
Participant contributions at end of year2011-12-31$4,642
Participant contributions at beginning of year2011-12-31$109,147
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$277,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$53,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$92,337
Administrative expenses (other) incurred2011-12-31$22,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,836,744
Value of net assets at end of year (total assets less liabilities)2011-12-31$132,062,129
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$129,225,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$75,324,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$75,648,315
Interest on participant loans2011-12-31$150,000
Value of interest in common/collective trusts at end of year2011-12-31$10,795,582
Value of interest in common/collective trusts at beginning of year2011-12-31$7,706,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,307,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,960,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,771,981
Net investment gain or loss from common/collective trusts2011-12-31$359,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$40,218,205
Assets. Invements in employer securities at beginning of year2011-12-31$40,026,583
Contributions received in cash from employer2011-12-31$2,743,206
Employer contributions (assets) at end of year2011-12-31$943,657
Employer contributions (assets) at beginning of year2011-12-31$901,089
Income. Dividends from common stock2011-12-31$1,106,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,418,397
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,035,850
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,085,029
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,663,705
Total unrealized appreciation/depreciation of assets2010-12-31$8,663,705
Total transfer of assets to this plan2010-12-31$2,069,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$92,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,229
Total income from all sources (including contributions)2010-12-31$28,284,565
Total loss/gain on sale of assets2010-12-31$393,882
Total of all expenses incurred2010-12-31$7,213,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,098,448
Value of total corrective distributions2010-12-31$86,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,346,381
Value of total assets at end of year2010-12-31$129,317,722
Value of total assets at beginning of year2010-12-31$106,135,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,080
Total interest from all sources2010-12-31$144,720
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,556,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,525,216
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$5,883,485
Participant contributions at end of year2010-12-31$2,964,431
Participant contributions at beginning of year2010-12-31$2,719,563
Participant contributions at end of year2010-12-31$109,147
Participant contributions at beginning of year2010-12-31$93,340
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,646,575
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$147,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$92,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$50,229
Administrative expenses (other) incurred2010-12-31$28,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$21,071,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$129,225,385
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$106,084,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$75,648,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$61,670,829
Interest on participant loans2010-12-31$144,720
Value of interest in common/collective trusts at end of year2010-12-31$7,706,175
Value of interest in common/collective trusts at beginning of year2010-12-31$5,973,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$55,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$55,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,960,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,837,498
Net investment gain or loss from common/collective trusts2010-12-31$341,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$40,026,583
Assets. Invements in employer securities at beginning of year2010-12-31$32,334,002
Contributions received in cash from employer2010-12-31$2,315,311
Employer contributions (assets) at end of year2010-12-31$901,089
Employer contributions (assets) at beginning of year2010-12-31$641,341
Income. Dividends from common stock2010-12-31$1,031,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,098,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$5,016,703
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,622,821
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : ESSENTIAL UTILITIES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ESSENTIAL UTILITIES, INC. 401(K) PLAN

2022: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ESSENTIAL UTILITIES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number6962
Policy instance 1
Insurance contract or identification number6962
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-06-03
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number6962
Policy instance 1
Insurance contract or identification number6962
Number of Individuals Covered227
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number6962
Policy instance 1
Insurance contract or identification number6962
Number of Individuals Covered213
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number6962
Policy instance 1
Insurance contract or identification number6962
Number of Individuals Covered213
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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