2023 Form 5500 filing — Fms 401(K) Profit Sharing Plan And Trust
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 20240927094438NAL0003299024001) for Fms 401(K) Profit Sharing Plan And Trust, reported by Utilitra LLC under EIN 37-1381653 and plan number 004. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927094438NAL0003299024001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Utilitra LLC
- EIN
- 37-1381653
- Plan number
- 004
- Location
- Edwardsville, IL
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,990,078
- Total liabilities (EOY)
- $4,785
- Net assets (EOY)
- $28,985,293
- Employer contributions
- $1,436,146
- Participant contributions
- $2,388,862
- Total income / additions
- $8,228,240
- Benefits paid
- $1,934,253
- Administrative expenses
- $112,215
- Total expenses
- $2,073,112
- Net increase / (decrease)
- $6,155,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,064 | $0 |
| Carson Allaria Wealth Management | INVESTMENT ADVISOR | $50,062 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,486 | not reported in the loaded dataset |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $0 | $10,000 |