Plan5500

Utg, Inc. 401(K) Plan — Form 5500 plan (Utg, Inc.)

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, Utg, Inc. 401(K) Plan is a benefit plan reported by Utg, Inc. under EIN 20-2907892 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $5,463,314 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Utg, Inc.
EIN
20-2907892
Plan number
001
Plan type
2
Location
Stanford, KY
Latest filing year
2023
Participants
145
End-of-year plan assets
$5,463,314

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241015100216NAL0016105603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,463,314
Net assets (EOY)
$5,463,314
Net assets (BOY)
$5,348,592

Income & contributions

Employer contributions
$164,753
Participant contributions
$238,000
Total contributions
$455,683
Total income / additions
$1,041,786

Expenses & distributions

Benefits paid
$918,876
Administrative expenses
$8,188
Total expenses
$927,064
Net increase / (decrease)
$114,722

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Management Services, LLCSERVICE PROVIDER$5,958$2,1872023

Related Form 5500 pages