2023 Form 5500 filing — The Urban Electric Company 401(K) 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 20241015195522NAL0015348515001) for The Urban Electric Company 401(K) Plan, reported by The Urban Electric Company under EIN 20-0106483 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195522NAL0015348515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Urban Electric Company
- EIN
- 20-0106483
- Plan number
- 001
- Location
- North Charleston, SC
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,759,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,759,926
- Employer contributions
- $312,703
- Participant contributions
- $809,050
- Total income / additions
- $2,403,870
- Benefits paid
- $170,379
- Administrative expenses
- $26,259
- Total expenses
- $199,303
- Net increase / (decrease)
- $2,204,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Investment Advisors | INVESTMENT ADVISOR | $21,878 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MANAGEMENT | $10,590 | not reported in the loaded dataset |
| Marquis Pension, LLC | TPA | $0 | $7,541 |