Household Utilities Inc 401(K) Retirement Savings Plan — Form 5500 plan (Household Utilities Inc)
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, Household Utilities Inc 401(K) Retirement Savings Plan is a benefit plan reported by Household Utilities Inc under EIN 39-0300740 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $10,945,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Household Utilities Inc
- EIN
- 39-0300740
- Plan number
- 001
- Plan type
- 2
- Location
- Kiel, WI
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $10,945,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20240816145658NAL0024814864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,945,517
- Total liabilities (EOY)
- $1,098
- Net assets (EOY)
- $10,944,419
- Net assets (BOY)
- $9,102,490
Income & contributions
- Employer contributions
- $189,673
- Participant contributions
- $478,021
- Total contributions
- $672,162
- Total income / additions
- $2,335,772
Expenses & distributions
- Benefits paid
- $435,859
- Administrative expenses
- $57,984
- Total expenses
- $493,843
- Net increase / (decrease)
- $1,841,929
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $33,648 | $0 | 2023 |
| Pension Inc. | THIRD PARTY ADMINISTRATO | $24,336 | $0 | 2023 |