The Urban Electric Company 401(K) Plan — Form 5500 plan (The Urban Electric Company)
Plain-English plan 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, The Urban Electric Company 401(K) Plan is a benefit plan reported by The Urban Electric Company under EIN 20-0106483 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $7,759,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Urban Electric Company
- EIN
- 20-0106483
- Plan number
- 001
- Plan type
- 2
- Location
- North Charleston, SC
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $7,759,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241015195522NAL0015348515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,759,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,759,926
- Net assets (BOY)
- $5,555,359
Income & contributions
- Employer contributions
- $312,703
- Participant contributions
- $809,050
- Total contributions
- $1,199,657
- Total income / additions
- $2,403,870
Expenses & distributions
- Benefits paid
- $170,379
- Administrative expenses
- $26,259
- Total expenses
- $199,303
- Net increase / (decrease)
- $2,204,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One Digital Investment Advisors | INVESTMENT ADVISOR | $21,878 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MANAGEMENT | $10,590 | not reported in the loaded dataset | 2023 |
| Marquis Pension, LLC | TPA | $0 | $7,541 | 2023 |