Civic Intelligence

Utilitra LLC

Plan context: Fms 401(K) Profit Sharing Plan and Trust

EIN 37-1381653 • 9 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

350

2024 Assets

$35,460,967

2024 Contributions

$4,879,493

Historical Graphs

Total Assets Over Time

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

$35,460,967$17,730,484$0201720222024YearValue
$35,460,967Latest year 2024

Participants Over Time

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

3501750201720222024YearValue
350Latest 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
20242350$35,460,967$4,879,493$13,941iApproximate average salary by contribution assumption: employee only about $348,535 at 4% or $232,357 at 6%; with 50% employer match about $232,357 at 4% or $154,905 at 6%; with 100% employer match about $174,268 at 4% or $116,178 at 6%.
Fms 401(K) Profit Sharing Plan and Trust-350$35,460,967$4,879,493$13,941iApproximate average salary by contribution assumption: employee only about $348,535 at 4% or $232,357 at 6%; with 50% employer match about $232,357 at 4% or $154,905 at 6%; with 100% employer match about $174,268 at 4% or $116,178 at 6%.
Utilitra LLC Flexible Benefits Plan-337---
20232343$28,990,078$4,116,826$12,002iApproximate average salary by contribution assumption: employee only about $300,060 at 4% or $200,040 at 6%; with 50% employer match about $200,040 at 4% or $133,360 at 6%; with 100% employer match about $150,030 at 4% or $100,020 at 6%.
Fms 401(K) Profit Sharing Plan and Trust-343$28,990,078$4,116,826$12,002iApproximate average salary by contribution assumption: employee only about $300,060 at 4% or $200,040 at 6%; with 50% employer match about $200,040 at 4% or $133,360 at 6%; with 100% employer match about $150,030 at 4% or $100,020 at 6%.
Utilitra LLC Flexible Benefits Plan-337---
20222324$22,836,995$3,958,817$12,219iApproximate average salary by contribution assumption: employee only about $305,464 at 4% or $203,643 at 6%; with 50% employer match about $203,643 at 4% or $135,762 at 6%; with 100% employer match about $152,732 at 4% or $101,821 at 6%.
Fms 401(K) Profit Sharing Plan and Trust-324$22,836,995$3,958,817$12,219iApproximate average salary by contribution assumption: employee only about $305,464 at 4% or $203,643 at 6%; with 50% employer match about $203,643 at 4% or $135,762 at 6%; with 100% employer match about $152,732 at 4% or $101,821 at 6%.
Utilitra LLC Flexible Benefits Plan-294---
20211295$24,544,616$3,354,576$11,371iApproximate average salary by contribution assumption: employee only about $284,286 at 4% or $189,524 at 6%; with 50% employer match about $189,524 at 4% or $126,349 at 6%; with 100% employer match about $142,143 at 4% or $94,762 at 6%.
Fms 401(K) Profit Sharing Plan and Trust-295$24,544,616$3,354,576$11,371iApproximate average salary by contribution assumption: employee only about $284,286 at 4% or $189,524 at 6%; with 50% employer match about $189,524 at 4% or $126,349 at 6%; with 100% employer match about $142,143 at 4% or $94,762 at 6%.
20201270$20,666,830$3,447,984$12,770iApproximate average salary by contribution assumption: employee only about $319,258 at 4% or $212,839 at 6%; with 50% employer match about $212,839 at 4% or $141,892 at 6%; with 100% employer match about $159,629 at 4% or $106,419 at 6%.
Fms 401(K) Profit Sharing Plan and Trust-270$20,666,830$3,447,984$12,770iApproximate average salary by contribution assumption: employee only about $319,258 at 4% or $212,839 at 6%; with 50% employer match about $212,839 at 4% or $141,892 at 6%; with 100% employer match about $159,629 at 4% or $106,419 at 6%.
20171214$12,861,031$1,592,975$7,444iApproximate average salary by contribution assumption: employee only about $186,095 at 4% or $124,063 at 6%; with 50% employer match about $124,063 at 4% or $82,709 at 6%; with 100% employer match about $93,048 at 4% or $62,032 at 6%.
Fms 401(K) Profit Sharing Plan and Trust-214$12,861,031$1,592,975$7,444iApproximate average salary by contribution assumption: employee only about $186,095 at 4% or $124,063 at 6%; with 50% employer match about $124,063 at 4% or $82,709 at 6%; with 100% employer match about $93,048 at 4% or $62,032 at 6%.