U-Tec Construction, Inc. Retirement Plan — Form 5500 plan (U-Tec Construction, 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, U-Tec Construction, Inc. Retirement Plan is a benefit plan reported by U-Tec Construction, Inc. under EIN 58-2441098 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $5,005,106 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
U-Tec Construction, Inc.
EIN
58-2441098
Plan number
001
Plan type
2
Location
Lawrenceville, GA
Latest filing year
2023
Participants
443
End-of-year plan assets
$5,005,106

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023443H, C20241008130330NAL0034682642001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,005,106
Total liabilities (EOY)
$0
Net assets (EOY)
$5,005,106
Net assets (BOY)
$4,002,957

Income & contributions

Employer contributions
$77,396
Participant contributions
$577,741
Total contributions
$657,419
Total income / additions
$1,441,621

Expenses & distributions

Benefits paid
$374,026
Administrative expenses
$65,088
Total expenses
$439,472
Net increase / (decrease)
$1,002,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$39,203not reported in the loaded dataset2023
Bensource Employee BenefitsNONE$22,780not reported in the loaded dataset2023
Charles Schwab BankNONE$0$02023

Related Form 5500 pages