2023 Form 5500 filing — Utility Contracting Co. Profit-Sharing Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816090751NAL0007882435001) for Utility Contracting Co. Profit-Sharing Retirement Plan, reported by Utility Contracting Co., LLC under EIN 59-1215876 and plan number 003. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816090751NAL0007882435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utility Contracting Co., LLC
- EIN
- 59-1215876
- Plan number
- 003
- Location
- Sparta, MI
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,802,719
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,802,719
- Employer contributions
- $890,863
- Participant contributions
- $32,392
- Total income / additions
- $2,349,516
- Benefits paid
- $2,298,278
- Administrative expenses
- $30,568
- Total expenses
- $2,328,846
- Net increase / (decrease)
- $20,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $24,124 | $501 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $6,444 | $0 |