Plan5500

Utility Service Co., Inc. 401k Plan — Form 5500 plan (Utility Service Co., 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, Utility Service Co., Inc. 401k Plan is a benefit plan reported by Utility Service Co., Inc. under EIN 58-1920989 and plan number 001. The latest loaded filing year is 2023. The filing reports 698 participants and $23,440,424 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Utility Service Co., Inc.
EIN
58-1920989
Plan number
001
Plan type
2
Location
Perry, GA
Latest filing year
2023
Participants
698
End-of-year plan assets
$23,440,424

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20241011154632NAL0039357632002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,440,424
Net assets (EOY)
$23,440,424
Net assets (BOY)
$20,715,118

Income & contributions

Employer contributions
$47
Participant contributions
$1,948,112
Total contributions
$1,948,159
Total income / additions
$5,311,503

Expenses & distributions

Benefits paid
$2,434,197
Administrative expenses
$84,960
Total expenses
$2,586,197
Net increase / (decrease)
$2,725,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$44,960$02023
Lockton CompaniesINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023

Related Form 5500 pages