2023 Form 5500 filing — U-Tec Construction, Inc. Retirement 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 20241008130330NAL0034682642001) for U-Tec Construction, Inc. Retirement Plan, reported by U-Tec Construction, Inc. under EIN 58-2441098 and plan number 001. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008130330NAL0034682642001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U-Tec Construction, Inc.
- EIN
- 58-2441098
- Plan number
- 001
- Location
- Lawrenceville, GA
- Participants
- 443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,005,106
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,005,106
- Employer contributions
- $77,396
- Participant contributions
- $577,741
- Total income / additions
- $1,441,621
- Benefits paid
- $374,026
- Administrative expenses
- $65,088
- Total expenses
- $439,472
- Net increase / (decrease)
- $1,002,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $39,203 | not reported in the loaded dataset |
| Bensource Employee Benefits | NONE | $22,780 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $0 |