Fms 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Utilitra 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, Fms 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Utilitra LLC under EIN 37-1381653 and plan number 004. The latest loaded filing year is 2023. The filing reports 386 participants and $28,990,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utilitra LLC
- EIN
- 37-1381653
- Plan number
- 004
- Plan type
- 3
- Location
- Edwardsville, IL
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $28,990,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20240927094438NAL0003299024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,990,078
- Total liabilities (EOY)
- $4,785
- Net assets (EOY)
- $28,985,293
- Net assets (BOY)
- $22,830,165
Income & contributions
- Employer contributions
- $1,436,146
- Participant contributions
- $2,388,862
- Total contributions
- $4,116,826
- Total income / additions
- $8,228,240
Expenses & distributions
- Benefits paid
- $1,934,253
- Administrative expenses
- $112,215
- Total expenses
- $2,073,112
- Net increase / (decrease)
- $6,155,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,064 | $0 | 2023 |
| Carson Allaria Wealth Management | INVESTMENT ADVISOR | $50,062 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,486 | not reported in the loaded dataset | 2023 |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utilitra LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Edwardsville, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Carson Allaria Wealth Management — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Benefit Plans Plus, LLC — Schedule C compensation