The Contractors Retirement Plan — Form 5500 plan (Pacific Utility Installation, 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, The Contractors Retirement Plan is a benefit plan reported by Pacific Utility Installation, Inc. under EIN 33-0741430 and plan number 002. The latest loaded filing year is 2023. The filing reports 127 participants and $2,263,058 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.3MPlan net assets, end of year$2,263,058
Participants127Covered participants reported
Assets / participant$17.8KComputed: assets ÷ participants$17,819 (computed)
Provider compensationNone reported
Plan sponsor
Pacific Utility Installation, Inc.
EIN
33-0741430
Plan number
002
Plan type
2
Location
Corona, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H20251229150212NAL0009841011001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$114.2K
Benefits paid / distributions$97.2K
Contributions
Employer$776.1K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,263,058
Total liabilities (EOY)
$0
Net assets (EOY)
$2,263,058
Net assets (BOY)
$1,347,895

Income & contributions

Employer contributions
$776,116
Total contributions
$776,116
Total income / additions
$1,029,379

Expenses & distributions

Benefits paid
$97,172
Administrative expenses
$0
Total expenses
$114,216
Net increase / (decrease)
$915,163
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income9%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages