Pacific Utility Installation, Inc. Employee Stock Ownership 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, Pacific Utility Installation, Inc. Employee Stock Ownership Plan is a benefit plan reported by Pacific Utility Installation, Inc. under EIN 33-0741430 and plan number 003. The latest loaded filing year is 2023. The filing reports 159 participants and $16,675,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Utility Installation, Inc.
- EIN
- 33-0741430
- Plan number
- 003
- Plan type
- 2
- Location
- Corona, CA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $16,675,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H | 20241010113844NAL0011424243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,675,920
- Total liabilities (EOY)
- $5,357,187
- Net assets (EOY)
- $11,318,733
- Net assets (BOY)
- $6,466,831
Income & contributions
- Employer contributions
- $871,647
- Total contributions
- $871,647
- Total income / additions
- $5,155,339
Expenses & distributions
- Benefits paid
- $210
- Administrative expenses
- $0
- Total expenses
- $303,437
- Net increase / (decrease)
- $4,851,902
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.