Civic Intelligence

National Utilities Refund LLC

Plan context: National Utilities Refund LLC 401(K) Profit Sharing Plan & Trust

EIN 45-3825531 • Hellertown, PA • 4 filings • 1 plans

660 Delaware Ave # 351Hellertown, PA 18055-4416
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$337,148

2024 Contributions

$38,663

Historical Graphs

Total Assets Over Time

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

$337,148$168,574$0202120232024YearValue
$337,148Latest year 2024

Participants Over Time

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

210202120232024YearValue
2Latest 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
202412$337,148$38,663$19,332iApproximate average salary by contribution assumption: employee only about $483,288 at 4% or $322,192 at 6%; with 50% employer match about $322,192 at 4% or $214,794 at 6%; with 100% employer match about $241,644 at 4% or $161,096 at 6%.
National Utilities Refund LLC 401(K) Profit Sharing Plan & Trust-2$337,148$38,663$19,332iApproximate average salary by contribution assumption: employee only about $483,288 at 4% or $322,192 at 6%; with 50% employer match about $322,192 at 4% or $214,794 at 6%; with 100% employer match about $241,644 at 4% or $161,096 at 6%.
202312$259,562$36,593$18,297iApproximate average salary by contribution assumption: employee only about $457,413 at 4% or $304,942 at 6%; with 50% employer match about $304,942 at 4% or $203,294 at 6%; with 100% employer match about $228,706 at 4% or $152,471 at 6%.
National Utilities Refund LLC 401(K) Profit Sharing Plan & Trust-2$259,562$36,593$18,297iApproximate average salary by contribution assumption: employee only about $457,413 at 4% or $304,942 at 6%; with 50% employer match about $304,942 at 4% or $203,294 at 6%; with 100% employer match about $228,706 at 4% or $152,471 at 6%.
202212$183,410$32,837$16,419iApproximate average salary by contribution assumption: employee only about $410,463 at 4% or $273,642 at 6%; with 50% employer match about $273,642 at 4% or $182,428 at 6%; with 100% employer match about $205,231 at 4% or $136,821 at 6%.
National Utilities Refund LLC 401(K) Profit Sharing Plan & Trust-2$183,410$32,837$16,419iApproximate average salary by contribution assumption: employee only about $410,463 at 4% or $273,642 at 6%; with 50% employer match about $273,642 at 4% or $182,428 at 6%; with 100% employer match about $205,231 at 4% or $136,821 at 6%.
202111$182,702$0-
National Utilities Refund LLC 401(K) Profit Sharing Plan & Trust-1$182,702--
National Utilities Refund LLC | EIN 45-3825531 | 2024 Form 5500 Company Profile