2023 Form 5500 filing — Utex Industries, Inc. Employees' 401(K) 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 20241015120654NAL0016325171001) for Utex Industries, Inc. Employees' 401(K) Plan, reported by Utex Industries, Inc. under EIN 46-2738160 and plan number 001. It reports 758 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120654NAL0016325171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utex Industries, Inc.
- EIN
- 46-2738160
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 758
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,309,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,309,878
- Employer contributions
- $1,114,170
- Participant contributions
- $1,953,212
- Total income / additions
- $5,739,415
- Benefits paid
- $2,990,955
- Administrative expenses
- $106,682
- Total expenses
- $3,133,550
- Net increase / (decrease)
- $2,605,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors LLC | ADVISOR | $44,356 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $40,750 | $0 |
| Weinstein Spira | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,076 | not reported in the loaded dataset |