2023 Form 5500 filing — 401(K) Plan For Ees Of Utilities & Industries Mgt. Corp. & Affiliates
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 20241014075454NAL0043800480001) for 401(K) Plan For Ees Of Utilities & Industries Mgt. Corp. & Affiliates, reported by Utilities & Industries Management Corp. under EIN 13-1789034 and plan number 004. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.4MReported net assets$15,399,809
Participants227
Provider compensation$82.2K4 Schedule C row(s)$82,233
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014075454NAL0043800480001
- Plan sponsor
- Utilities & Industries Management Corp.
- EIN
- 13-1789034
- Plan number
- 004
- Location
- Brooklyn, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,399,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,399,809
- Employer contributions
- $506,447
- Participant contributions
- $556,744
- Total income / additions
- $3,503,642
- Benefits paid
- $657,420
- Administrative expenses
- $52,590
- Total expenses
- $720,373
- Net increase / (decrease)
- $2,783,269
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $52,295 | $0 |
| Leumi Investment Services Inc | INVESTMENT ADVISORY | $0 | $23,375 |
| Ppc, Inc. | CONTRACT ADMINISTRATOR | $250 | $6,313 |
| Morningstar Investment Management | INVEST ADVICE TO PARTS | $0 | $0 |