Utex Industries, Inc. Employees' 401(K) Plan — Form 5500 plan (Utex Industries, 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, Utex Industries, Inc. Employees' 401(K) Plan is a benefit plan reported by Utex Industries, Inc. under EIN 46-2738160 and plan number 001. The latest loaded filing year is 2023. The filing reports 758 participants and $19,309,878 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utex Industries, Inc.
- EIN
- 46-2738160
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 758
- End-of-year plan assets
- $19,309,878
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 758 | H, C | 20241015120654NAL0016325171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,309,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,309,878
- Net assets (BOY)
- $16,704,013
Income & contributions
- Employer contributions
- $1,114,170
- Participant contributions
- $1,953,212
- Total contributions
- $3,182,470
- Total income / additions
- $5,739,415
Expenses & distributions
- Benefits paid
- $2,990,955
- Administrative expenses
- $106,682
- Total expenses
- $3,133,550
- Net increase / (decrease)
- $2,605,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $44,356 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $40,750 | $0 | 2023 |
| Weinstein Spira | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utex Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Equitable Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Weinstein Spira — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation