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, Utili-Serve, LLC 401(K) Plan is a benefit plan reported by Utili-Serve, LLC under EIN 26-2847595 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $7,910,441 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,910,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,910,441
- Net assets (BOY)
- $5,655,100
Income & contributions
- Employer contributions
- $588,326
- Participant contributions
- $940,966
- Total contributions
- $1,647,272
- Total income / additions
- $2,741,041
Expenses & distributions
- Benefits paid
- $421,705
- Administrative expenses
- $50,352
- Total expenses
- $485,700
- Net increase / (decrease)
- $2,255,341