401k Plan data: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN plan

UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 401k Plan overview

Plan Name	UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN
Plan identification number	001

UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UTILITY RESOURCE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: UTILITY RESOURCE GROUP, LLC

Employer identification number (EIN): 450557275

NAIC Classification: 237100

Additional information about UTILITY RESOURCE GROUP, LLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: E6758L

More information about UTILITY RESOURCE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01
001 2017-01-01
001 2016-01-01
001 2016-01-01 VINCENT FLOYD 2017-10-13
001 2015-01-01 VINCENT FLOYD
001 2015-01-01
001 2014-01-01 VINCENT M. FLOYD 2015-07-16 VINCENT M. FLOYD 2015-07-16
001 2013-01-01 VINCENT M. FLOYD 2014-10-08
001 2012-01-01 VINCENT M. FLOYD 2013-07-09
001 2011-01-01 VINCENT M. FLOYD 2012-07-18
001 2010-01-01 VINCENT M. FLOYD 2011-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2017-01-01
001	2017-01-01
001	2016-01-01
001	2016-01-01	VINCENT FLOYD	2017-10-13
001	2015-01-01	VINCENT FLOYD
001	2015-01-01
001	2014-01-01	VINCENT M. FLOYD	2015-07-16	VINCENT M. FLOYD	2015-07-16
001	2013-01-01	VINCENT M. FLOYD	2014-10-08
001	2012-01-01	VINCENT M. FLOYD	2013-07-09
001	2011-01-01	VINCENT M. FLOYD	2012-07-18
001	2010-01-01	VINCENT M. FLOYD	2011-07-23

Plan Statistics for UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN

401k plan membership statisitcs for UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN

Measure Date Value
2022: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 375
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 11
Total of all active and inactive participants 2021-01-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 386
Number of participants with account balances 2021-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 508
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 499
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 506
Number of participants with account balances 2020-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,322
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,572
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 1,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,584
Number of participants with account balances 2019-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2017: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 198
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 8
Total of all active and inactive participants 2017-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 206
Number of participants with account balances 2017-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 249
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 254
Number of participants with account balances 2016-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 171
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 179
Number of participants with account balances 2015-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4

Measure	Date	Value
2022: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	375
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	11
Total of all active and inactive participants	2021-01-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	386
Number of participants with account balances	2021-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	508
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	499
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	506
Number of participants with account balances	2020-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,322
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,572
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	1,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,584
Number of participants with account balances	2019-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2017: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	198
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	8
Total of all active and inactive participants	2017-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	206
Number of participants with account balances	2017-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	249
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	254
Number of participants with account balances	2016-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	171
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	179
Number of participants with account balances	2015-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4

Financial Data on UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN

Measure	Date	Value
2022 : UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-20	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-20	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-20	$7,017
Total income from all sources (including contributions)	2022-09-20	$-42,598
Total loss/gain on sale of assets	2022-09-20	$0
Total of all expenses incurred	2022-09-20	$646,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-20	$641,349
Value of total corrective distributions	2022-09-20	$545
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-20	$27,805
Value of total assets at end of year	2022-09-20	$0
Value of total assets at beginning of year	2022-09-20	$696,539
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-20	$5,030
Total interest from all sources	2022-09-20	$302
Total dividends received (eg from common stock, registered investment company shares)	2022-09-20	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-20	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-09-20	$0
Was this plan covered by a fidelity bond	2022-09-20	Yes
Value of fidelity bond cover	2022-09-20	$500,000
If this is an individual account plan, was there a blackout period	2022-09-20	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-20	No
Contributions received from participants	2022-09-20	$27,797
Participant contributions at beginning of year	2022-09-20	$36,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-09-20	$7,017
Other income not declared elsewhere	2022-09-20	$-226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-20	No
Value of net income/loss	2022-09-20	$-689,522
Value of net assets at end of year (total assets less liabilities)	2022-09-20	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-09-20	$689,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-20	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-20	No
Were any leases to which the plan was party in default or uncollectible	2022-09-20	No
Interest on participant loans	2022-09-20	$302
Value of interest in common/collective trusts at beginning of year	2022-09-20	$659,935
Net investment gain/loss from pooled separate accounts	2022-09-20	$243
Net investment gain or loss from common/collective trusts	2022-09-20	$-70,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-20	No
Was there a failure to transmit to the plan any participant contributions	2022-09-20	No
Has the plan failed to provide any benefit when due under the plan	2022-09-20	No
Contributions received in cash from employer	2022-09-20	$8
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-20	$641,349
Contract administrator fees	2022-09-20	$5,030
Did the plan have assets held for investment	2022-09-20	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-20	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-20	Yes
Opinion of an independent qualified public accountant for this plan	2022-09-20	Unqualified
Accountancy firm name	2022-09-20	SCHREIBER ADVISORS PC
Accountancy firm EIN	2022-09-20	461282767
2021 : UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$7,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$5,053
Total income from all sources (including contributions)	2021-12-31	$218,490
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$89,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$86,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$151,402
Value of total assets at end of year	2021-12-31	$696,539
Value of total assets at beginning of year	2021-12-31	$565,788
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,642
Total interest from all sources	2021-12-31	$1,415
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$57
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$57
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$145,607
Participant contributions at end of year	2021-12-31	$36,604
Participant contributions at beginning of year	2021-12-31	$15,819
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$7,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$128,787
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$689,522
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$560,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$99,168
Interest on participant loans	2021-12-31	$1,415
Value of interest in common/collective trusts at end of year	2021-12-31	$659,935
Value of interest in common/collective trusts at beginning of year	2021-12-31	$450,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,056
Net investment gain or loss from common/collective trusts	2021-12-31	$58,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$86,061
Contract administrator fees	2021-12-31	$3,642
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$5,053
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SCHREIBER ADVISORS PC
Accountancy firm EIN	2021-12-31	461282767
2020 : UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$5,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$10,062
Total income from all sources (including contributions)	2020-12-31	$237,569
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$59,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$63,121
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$-5,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$164,333
Value of total assets at end of year	2020-12-31	$565,788
Value of total assets at beginning of year	2020-12-31	$392,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,391
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$1,253
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$12,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$12,803
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$139,820
Participant contributions at end of year	2020-12-31	$15,819
Participant contributions at beginning of year	2020-12-31	$26,243
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$4,054
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$24,460
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$178,110
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$560,735
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$382,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$99,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$29,915
Interest on participant loans	2020-12-31	$1,253
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$450,801
Value of interest in common/collective trusts at beginning of year	2020-12-31	$332,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$58,567
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$613
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$53
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$2
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$63,121
Contract administrator fees	2020-12-31	$1,391
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$5,053
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$10,062
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SCHREIBER ADVISORS, PC
Accountancy firm EIN	2020-12-31	461282767
2019 : UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,758
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$172,200
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$86,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$74,604
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,444
Value of total corrective distributions	2019-12-31	$2,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$106,931
Value of total assets at end of year	2019-12-31	$392,687
Value of total assets at beginning of year	2019-12-31	$299,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,597
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$1,566
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$252
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$84,061
Participant contributions at end of year	2019-12-31	$26,243
Participant contributions at beginning of year	2019-12-31	$27,256
Participant contributions at end of year	2019-12-31	$4,054
Participant contributions at beginning of year	2019-12-31	$2,778
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,737
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$85,743
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$382,625
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$296,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$29,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$265,315
Interest on participant loans	2019-12-31	$1,478
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$88
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$332,473
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,291
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$295
Net investment gain/loss from pooled separate accounts	2019-12-31	$36,498
Net investment gain or loss from common/collective trusts	2019-12-31	$26,658
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$133
Employer contributions (assets) at end of year	2019-12-31	$2
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$74,604
Contract administrator fees	2019-12-31	$3,597
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$10,062
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$2,758
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SCHREIBER ADVISORS, P.C.
Accountancy firm EIN	2019-12-31	461282767
2017 : UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$127,774
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$85,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$83,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$77,770
Value of total assets at end of year	2017-12-31	$368,354
Value of total assets at beginning of year	2017-12-31	$325,851
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,929
Total interest from all sources	2017-12-31	$758
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$77,770
Participant contributions at end of year	2017-12-31	$23,801
Participant contributions at beginning of year	2017-12-31	$14,065
Participant contributions at beginning of year	2017-12-31	$2,459
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$14,895
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$42,503
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$368,354
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$325,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$329,658
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$309,327
Interest on participant loans	2017-12-31	$758
Net investment gain/loss from pooled separate accounts	2017-12-31	$48,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$83,342
Contract administrator fees	2017-12-31	$1,929
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FRANKR@ZWICKCPA.COM
Accountancy firm EIN	2017-12-31	383187343
2016 : UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$109,846
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$32,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$31,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$88,526
Value of total assets at end of year	2016-12-31	$323,392
Value of total assets at beginning of year	2016-12-31	$246,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,262
Total interest from all sources	2016-12-31	$677
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$66,195
Participant contributions at end of year	2016-12-31	$14,065
Participant contributions at beginning of year	2016-12-31	$23,432
Participant contributions at end of year	2016-12-31	$2,459
Participant contributions at beginning of year	2016-12-31	$2,486
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$12,529
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$9,314
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$22,307
Other income not declared elsewhere	2016-12-31	$242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$76,954
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$323,392
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$246,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$296,798
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$237,124
Interest on participant loans	2016-12-31	$677
Net investment gain/loss from pooled separate accounts	2016-12-31	$20,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$24
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$31,630
Contract administrator fees	2016-12-31	$1,262
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ZWICK & BANYAI, PLLC
Accountancy firm EIN	2016-12-31	383187343
2015 : UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$57,494
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$29,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$28,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$61,889
Value of total assets at end of year	2015-12-31	$246,438
Value of total assets at beginning of year	2015-12-31	$218,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,549
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$61,267
Participant contributions at end of year	2015-12-31	$23,431
Participant contributions at beginning of year	2015-12-31	$1,486
Participant contributions at end of year	2015-12-31	$2,486
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$9,314
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$8,964
Other income not declared elsewhere	2015-12-31	$205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$27,858
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$246,438
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$218,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$223,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$217,094
Value of interest in pooled separate accounts at end of year	2015-12-31	$237,124
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$209,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-4,524
Net investment gain/loss from pooled separate accounts	2015-12-31	$-4,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$28,087
Contract administrator fees	2015-12-31	$1,549
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FRANK REINSTEIN
Accountancy firm EIN	2015-12-31	111111111

Form 5500 Responses for UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN

2022: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: UTILITY RESOURCE GROUP EMPLOYEE 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

308151

Policy instance

Insurance contract or identification number	308151
Number of Individuals Covered	0
Insurance policy start date	2019-01-01
Insurance policy end date	2019-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

308151

Policy instance

Insurance contract or identification number	308151
Number of Individuals Covered	52
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $957
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $957
Insurance broker organization code?	3
Insurance broker name	WOODCREST ADVISORS, INC.

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )

Policy contract number

308151

Policy instance

Insurance contract or identification number	308151
Number of Individuals Covered	39
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $909
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $909
Insurance broker organization code?	3
Insurance broker name	WOODCREST ADVISORS, INC.

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Company Name:	UTILITY RESOURCE GROUP, LLC
Employer identification number (EIN):	450557275
NAIC Classification:	237100

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	E6758L