2023 Form 5500 filing — Utility Service Co., Inc. 401k 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 20241011154632NAL0039357632002) for Utility Service Co., Inc. 401k Plan, reported by Utility Service Co., Inc. under EIN 58-1920989 and plan number 001. It reports 698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011154632NAL0039357632002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utility Service Co., Inc.
- EIN
- 58-1920989
- Plan number
- 001
- Location
- Perry, GA
- Participants
- 698
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,440,424
- Net assets (EOY)
- $23,440,424
- Employer contributions
- $47
- Participant contributions
- $1,948,112
- Total income / additions
- $5,311,503
- Benefits paid
- $2,434,197
- Administrative expenses
- $84,960
- Total expenses
- $2,586,197
- Net increase / (decrease)
- $2,725,306
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $44,960 | $0 |
| Lockton Companies | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |