2023 Form 5500 filing — Household Utilities Inc 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816145658NAL0024814864001) for Household Utilities Inc 401(K) Retirement Savings Plan, reported by Household Utilities Inc under EIN 39-0300740 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816145658NAL0024814864001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Household Utilities Inc
- EIN
- 39-0300740
- Plan number
- 001
- Location
- Kiel, WI
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,945,517
- Total liabilities (EOY)
- $1,098
- Net assets (EOY)
- $10,944,419
- Employer contributions
- $189,673
- Participant contributions
- $478,021
- Total income / additions
- $2,335,772
- Benefits paid
- $435,859
- Administrative expenses
- $57,984
- Total expenses
- $493,843
- Net increase / (decrease)
- $1,841,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $33,648 | $0 |
| Pension Inc. | THIRD PARTY ADMINISTRATO | $24,336 | $0 |