Utility Contracting Co. Profit-Sharing Retirement Plan — Form 5500 plan (Utility Contracting Co., LLC)

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 Contracting Co. Profit-Sharing Retirement Plan is a benefit plan reported by Utility Contracting Co., LLC under EIN 59-1215876 and plan number 003. The latest loaded filing year is 2023. The filing reports 151 participants and $13,802,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Utility Contracting Co., LLC
EIN
59-1215876
Plan number
003
Plan type
2
Location
Sparta, MI
Latest filing year
2023
Participants
151
End-of-year plan assets
$13,802,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240816090751NAL0007882435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,802,719
Total liabilities (EOY)
$0
Net assets (EOY)
$13,802,719
Net assets (BOY)
$13,782,049

Income & contributions

Employer contributions
$890,863
Participant contributions
$32,392
Total contributions
$935,275
Total income / additions
$2,349,516

Expenses & distributions

Benefits paid
$2,298,278
Administrative expenses
$30,568
Total expenses
$2,328,846
Net increase / (decrease)
$20,670

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithCONSULTANT$24,124$5012023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$6,444$02023

Related Form 5500 pages