2023 Form 5500 filing — Udc 401(K) 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 20241004111335NAL0019506784001) for Udc 401(K) Retirement Plan, reported by Utility Data Contractors, LLC under EIN 20-2978937 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004111335NAL0019506784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utility Data Contractors, LLC
- EIN
- 20-2978937
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,057,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,057,701
- Employer contributions
- $811,316
- Participant contributions
- $1,958,911
- Total income / additions
- $6,798,913
- Benefits paid
- $917,041
- Administrative expenses
- $11,674
- Total expenses
- $928,715
- Net increase / (decrease)
- $5,870,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | SERVICE PROVIDER | $0 | $34,085 |
| Cetera Investment Advisers LLC | SERVICE PROVIDER | $0 | $27,371 |
| Latitude Service Company Inc | TPA | $0 | $5,591 |
| Bene Trak Inc. | TPA | $0 | $1,499 |