Civic Intelligence

Utility Concierge LLC

Plan context: UTILITY CONCIERGE 401(K) PLAN

EIN 27-0426695 • Dallas, TX • 9 filings • 2 plans

1755 Wittington Place, Ste 600Dallas, TX 75234
Current Snapshot

Latest Year

2024

2024 Participants

122

2024 Assets

$1,111,718

2024 Contributions

$264,058

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,111,718$555,859$0201820202022YearValue
$1,111,718Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

163820201820212024YearValue
122Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241122$0$0-
Utility Concierge LLC Employee Benefit Plan-122---
20232163$0$264,058$1,620iApproximate average salary by contribution assumption: employee only about $40,500 at 4% or $27,000 at 6%; with 50% employer match about $27,000 at 4% or $18,000 at 6%; with 100% employer match about $20,250 at 4% or $13,500 at 6%.
UTILITY CONCIERGE 401(K) PLAN-0$0$264,058-
Utility Concierge LLC Employee Benefit Plan-163---
20222126$1,111,718$520,200$4,129iApproximate average salary by contribution assumption: employee only about $103,214 at 4% or $68,810 at 6%; with 50% employer match about $68,810 at 4% or $45,873 at 6%; with 100% employer match about $51,607 at 4% or $34,405 at 6%.
UTILITY CONCIERGE 401(K) PLAN-126$1,111,718$520,200$4,129iApproximate average salary by contribution assumption: employee only about $103,214 at 4% or $68,810 at 6%; with 50% employer match about $68,810 at 4% or $45,873 at 6%; with 100% employer match about $51,607 at 4% or $34,405 at 6%.
Utility Concierge LLC Employee Benefit Plan-120---
2021149$842,535$361,433$7,376iApproximate average salary by contribution assumption: employee only about $184,405 at 4% or $122,936 at 6%; with 50% employer match about $122,936 at 4% or $81,958 at 6%; with 100% employer match about $92,202 at 4% or $61,468 at 6%.
UTILITY CONCIERGE 401(K) PLAN-49$842,535$361,433$7,376iApproximate average salary by contribution assumption: employee only about $184,405 at 4% or $122,936 at 6%; with 50% employer match about $122,936 at 4% or $81,958 at 6%; with 100% employer match about $92,202 at 4% or $61,468 at 6%.
2020131$427,817$143,611$4,633iApproximate average salary by contribution assumption: employee only about $115,815 at 4% or $77,210 at 6%; with 50% employer match about $77,210 at 4% or $51,473 at 6%; with 100% employer match about $57,908 at 4% or $38,605 at 6%.
UTILITY CONCIERGE 401(K) PLAN-31$427,817$143,611$4,633iApproximate average salary by contribution assumption: employee only about $115,815 at 4% or $77,210 at 6%; with 50% employer match about $77,210 at 4% or $51,473 at 6%; with 100% employer match about $57,908 at 4% or $38,605 at 6%.
2019114$247,792$154,546$11,039iApproximate average salary by contribution assumption: employee only about $275,975 at 4% or $183,983 at 6%; with 50% employer match about $183,983 at 4% or $122,656 at 6%; with 100% employer match about $137,988 at 4% or $91,992 at 6%.
UTILITY CONCIERGE 401(K) PLAN-14$247,792$154,546$11,039iApproximate average salary by contribution assumption: employee only about $275,975 at 4% or $183,983 at 6%; with 50% employer match about $183,983 at 4% or $122,656 at 6%; with 100% employer match about $137,988 at 4% or $91,992 at 6%.
2018111$71,161$77,523$7,048iApproximate average salary by contribution assumption: employee only about $176,189 at 4% or $117,459 at 6%; with 50% employer match about $117,459 at 4% or $78,306 at 6%; with 100% employer match about $88,094 at 4% or $58,730 at 6%.
UTILITY CONCIERGE 401(K) PLAN-11$71,161$77,523$7,048iApproximate average salary by contribution assumption: employee only about $176,189 at 4% or $117,459 at 6%; with 50% employer match about $117,459 at 4% or $78,306 at 6%; with 100% employer match about $88,094 at 4% or $58,730 at 6%.