Udc 401(K) Retirement Plan — Form 5500 plan (Utility Data Contractors, LLC)
Plain-English plan 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, Udc 401(K) Retirement Plan is a benefit plan reported by Utility Data Contractors, LLC under EIN 20-2978937 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $18,057,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utility Data Contractors, LLC
- EIN
- 20-2978937
- Plan number
- 001
- Plan type
- 2
- Location
- Englewood, CO
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $18,057,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20241004111335NAL0019506784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,057,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,057,701
- Net assets (BOY)
- $12,187,503
Income & contributions
- Employer contributions
- $811,316
- Participant contributions
- $1,958,911
- Total contributions
- $4,410,472
- Total income / additions
- $6,798,913
Expenses & distributions
- Benefits paid
- $917,041
- Administrative expenses
- $11,674
- Total expenses
- $928,715
- Net increase / (decrease)
- $5,870,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | SERVICE PROVIDER | $0 | $34,085 | 2023 |
| Cetera Investment Advisers LLC | SERVICE PROVIDER | $0 | $27,371 | 2023 |
| Latitude Service Company Inc | TPA | $0 | $5,591 | 2023 |
| Bene Trak Inc. | TPA | $0 | $1,499 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utility Data Contractors, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Englewood, CO
- Cetera Advisor Networks LLC — Schedule C compensation
- Cetera Investment Advisers LLC — Schedule C compensation
- Latitude Service Company Inc — Schedule C compensation
- Bene Trak Inc. — Schedule C compensation