2023 Form 5500 filing — Utility Block Company, Inc. 401(K) Profit Sharing Plan And Trust

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 20240918181724NAL0001864675001) for Utility Block Company, Inc. 401(K) Profit Sharing Plan And Trust, reported by Utility Block Company, Inc. under EIN 85-0128176 and plan number 001. It reports 40 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,303,226
Participants40
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240918181724NAL0001864675001
Plan sponsor
Utility Block Company, Inc.
EIN
85-0128176
Plan number
001
Location
Albuquerque, NM
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$2.8K
Money in vs. money out
Total income / additions$224.6K
Total expenses$267.1K
Benefits paid / distributions$250.1K
Contributions
Employer$0
Participant$45.7K
Full reported line items
Total assets (EOY)
$1,306,021
Total liabilities (EOY)
$2,795
Net assets (EOY)
$1,303,226
Employer contributions
$0
Participant contributions
$45,681
Total income / additions
$224,628
Benefits paid
$250,131
Administrative expenses
$17,009
Total expenses
$267,140
Net increase / (decrease)
-$42,512

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918181724NAL0001864675001 cover?
It is the 2023 Form 5500 filing for Utility Block Company, Inc. 401(K) Profit Sharing Plan And Trust, reported by Utility Block Company, Inc. (EIN 85-0128176).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages