Civic Intelligence

Utility Specialists Inc.

Plan context: Utility Specialists Inc. 401(K) Plan

EIN 63-0938441 • Birmingham, AL • 30 filings • 5 plans

PO Box 43528Birmingham, AL 35243
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,240,406

2024 Contributions

$1,160,038

Historical Graphs

Total Assets Over Time

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

$5,240,406$2,620,203$0199920132024YearValue
$5,240,406Latest year 2024

Participants Over Time

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

1790199920122024YearValue
17Latest 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
2024217$5,240,406$1,160,038$68,238iApproximate average salary by contribution assumption: employee only about $1,705,938 at 4% or $1,137,292 at 6%; with 50% employer match about $1,137,292 at 4% or $758,195 at 6%; with 100% employer match about $852,969 at 4% or $568,646 at 6%.
Utility Specialists Inc. 401(K) Plan-17$4,397,062$860,038$50,590iApproximate average salary by contribution assumption: employee only about $1,264,762 at 4% or $843,175 at 6%; with 50% employer match about $843,175 at 4% or $562,116 at 6%; with 100% employer match about $632,381 at 4% or $421,587 at 6%.
Utility Specialists Inc. Cash Balance Plan-14$843,344$300,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
2023317$3,741,251$640,064$37,651iApproximate average salary by contribution assumption: employee only about $941,271 at 4% or $627,514 at 6%; with 50% employer match about $627,514 at 4% or $418,342 at 6%; with 100% employer match about $470,635 at 4% or $313,757 at 6%.
Utility Specialists Inc. 401(K) Plan-17$3,212,941$417,960$24,586iApproximate average salary by contribution assumption: employee only about $614,647 at 4% or $409,765 at 6%; with 50% employer match about $409,765 at 4% or $273,176 at 6%; with 100% employer match about $307,324 at 4% or $204,882 at 6%.
Utility Specialists Inc. Cash Balance Plan-12$528,310$222,104$18,509iApproximate average salary by contribution assumption: employee only about $462,717 at 4% or $308,478 at 6%; with 50% employer match about $308,478 at 4% or $205,652 at 6%; with 100% employer match about $231,358 at 4% or $154,239 at 6%.
UTILITY SPECIALISTS, INC. PROFIT SHARING PLAN-0$0--
2022315$3,100,695$561,607$37,440iApproximate average salary by contribution assumption: employee only about $936,012 at 4% or $624,008 at 6%; with 50% employer match about $624,008 at 4% or $416,005 at 6%; with 100% employer match about $468,006 at 4% or $312,004 at 6%.
Utility Specialists Inc. 401(K) Plan-15$2,392,114$169,470$11,298iApproximate average salary by contribution assumption: employee only about $282,450 at 4% or $188,300 at 6%; with 50% employer match about $188,300 at 4% or $125,533 at 6%; with 100% employer match about $141,225 at 4% or $94,150 at 6%.
Utility Specialists Inc. Cash Balance Plan-12$560,556$244,236$20,353iApproximate average salary by contribution assumption: employee only about $508,825 at 4% or $339,217 at 6%; with 50% employer match about $339,217 at 4% or $226,144 at 6%; with 100% employer match about $254,413 at 4% or $169,608 at 6%.
UTILITY SPECIALISTS, INC. PROFIT SHARING PLAN-12$148,025$147,901$12,325iApproximate average salary by contribution assumption: employee only about $308,127 at 4% or $205,418 at 6%; with 50% employer match about $205,418 at 4% or $136,945 at 6%; with 100% employer match about $154,064 at 4% or $102,709 at 6%.
2021114$2,656,173$295,777$21,127iApproximate average salary by contribution assumption: employee only about $528,173 at 4% or $352,115 at 6%; with 50% employer match about $352,115 at 4% or $234,744 at 6%; with 100% employer match about $264,087 at 4% or $176,058 at 6%.
Utility Specialists Inc. 401(K) Plan-14$2,656,173$295,777$21,127iApproximate average salary by contribution assumption: employee only about $528,173 at 4% or $352,115 at 6%; with 50% employer match about $352,115 at 4% or $234,744 at 6%; with 100% employer match about $264,087 at 4% or $176,058 at 6%.
2020113$3,079,951$203,382$15,645iApproximate average salary by contribution assumption: employee only about $391,119 at 4% or $260,746 at 6%; with 50% employer match about $260,746 at 4% or $173,831 at 6%; with 100% employer match about $195,560 at 4% or $130,373 at 6%.
Utility Specialists Inc. 401(K) Plan-13$3,079,951$203,382$15,645iApproximate average salary by contribution assumption: employee only about $391,119 at 4% or $260,746 at 6%; with 50% employer match about $260,746 at 4% or $173,831 at 6%; with 100% employer match about $195,560 at 4% or $130,373 at 6%.
2019114$2,624,152$225,457$16,104iApproximate average salary by contribution assumption: employee only about $402,602 at 4% or $268,401 at 6%; with 50% employer match about $268,401 at 4% or $178,934 at 6%; with 100% employer match about $201,301 at 4% or $134,201 at 6%.
Utility Specialists Inc. 401(K) Plan-14$2,624,152$225,457$16,104iApproximate average salary by contribution assumption: employee only about $402,602 at 4% or $268,401 at 6%; with 50% employer match about $268,401 at 4% or $178,934 at 6%; with 100% employer match about $201,301 at 4% or $134,201 at 6%.
2018113$2,048,853$199,220$15,325iApproximate average salary by contribution assumption: employee only about $383,115 at 4% or $255,410 at 6%; with 50% employer match about $255,410 at 4% or $170,274 at 6%; with 100% employer match about $191,558 at 4% or $127,705 at 6%.
Utility Specialists Inc. 401(K) Plan-13$2,048,853$199,220$15,325iApproximate average salary by contribution assumption: employee only about $383,115 at 4% or $255,410 at 6%; with 50% employer match about $255,410 at 4% or $170,274 at 6%; with 100% employer match about $191,558 at 4% or $127,705 at 6%.
2017113$2,152,830$176,422$13,571iApproximate average salary by contribution assumption: employee only about $339,273 at 4% or $226,182 at 6%; with 50% employer match about $226,182 at 4% or $150,788 at 6%; with 100% employer match about $169,637 at 4% or $113,091 at 6%.
Utility Specialists Inc. 401(K) Plan-13$2,152,830$176,422$13,571iApproximate average salary by contribution assumption: employee only about $339,273 at 4% or $226,182 at 6%; with 50% employer match about $226,182 at 4% or $150,788 at 6%; with 100% employer match about $169,637 at 4% or $113,091 at 6%.
2016113$1,755,598$160,577$12,352iApproximate average salary by contribution assumption: employee only about $308,802 at 4% or $205,868 at 6%; with 50% employer match about $205,868 at 4% or $137,245 at 6%; with 100% employer match about $154,401 at 4% or $102,934 at 6%.
Utility Specialists Inc. 401(K) Plan-13$1,755,598$160,577$12,352iApproximate average salary by contribution assumption: employee only about $308,802 at 4% or $205,868 at 6%; with 50% employer match about $205,868 at 4% or $137,245 at 6%; with 100% employer match about $154,401 at 4% or $102,934 at 6%.
2015113$1,533,740$136,692$10,515iApproximate average salary by contribution assumption: employee only about $262,869 at 4% or $175,246 at 6%; with 50% employer match about $175,246 at 4% or $116,831 at 6%; with 100% employer match about $131,435 at 4% or $87,623 at 6%.
Utility Specialists Inc. 401(K) Plan-13$1,533,740$136,692$10,515iApproximate average salary by contribution assumption: employee only about $262,869 at 4% or $175,246 at 6%; with 50% employer match about $175,246 at 4% or $116,831 at 6%; with 100% employer match about $131,435 at 4% or $87,623 at 6%.
2014112$1,452,078$131,370$10,948iApproximate average salary by contribution assumption: employee only about $273,688 at 4% or $182,458 at 6%; with 50% employer match about $182,458 at 4% or $121,639 at 6%; with 100% employer match about $136,844 at 4% or $91,229 at 6%.
Utility Specialists Inc. 401(K) Plan-12$1,452,078$131,370$10,948iApproximate average salary by contribution assumption: employee only about $273,688 at 4% or $182,458 at 6%; with 50% employer match about $182,458 at 4% or $121,639 at 6%; with 100% employer match about $136,844 at 4% or $91,229 at 6%.
2013113$1,366,312$113,260$8,712iApproximate average salary by contribution assumption: employee only about $217,808 at 4% or $145,205 at 6%; with 50% employer match about $145,205 at 4% or $96,803 at 6%; with 100% employer match about $108,904 at 4% or $72,603 at 6%.
Utility Specialists Inc. 401(K) Plan-13$1,366,312$113,260$8,712iApproximate average salary by contribution assumption: employee only about $217,808 at 4% or $145,205 at 6%; with 50% employer match about $145,205 at 4% or $96,803 at 6%; with 100% employer match about $108,904 at 4% or $72,603 at 6%.
2012110$1,138,631$114,085$11,409iApproximate average salary by contribution assumption: employee only about $285,213 at 4% or $190,142 at 6%; with 50% employer match about $190,142 at 4% or $126,761 at 6%; with 100% employer match about $142,606 at 4% or $95,071 at 6%.
Utility Specialists Inc. 401(K) Plan-10$1,138,631$114,085$11,409iApproximate average salary by contribution assumption: employee only about $285,213 at 4% or $190,142 at 6%; with 50% employer match about $190,142 at 4% or $126,761 at 6%; with 100% employer match about $142,606 at 4% or $95,071 at 6%.
2011111$1,075,917$42,251$3,841iApproximate average salary by contribution assumption: employee only about $96,025 at 4% or $64,017 at 6%; with 50% employer match about $64,017 at 4% or $42,678 at 6%; with 100% employer match about $48,013 at 4% or $32,008 at 6%.
Utility Specialists Inc. 401(K) Plan-11$1,075,917$42,251$3,841iApproximate average salary by contribution assumption: employee only about $96,025 at 4% or $64,017 at 6%; with 50% employer match about $64,017 at 4% or $42,678 at 6%; with 100% employer match about $48,013 at 4% or $32,008 at 6%.
2010113$1,369,468$37,221$2,863iApproximate average salary by contribution assumption: employee only about $71,579 at 4% or $47,719 at 6%; with 50% employer match about $47,719 at 4% or $31,813 at 6%; with 100% employer match about $35,789 at 4% or $23,860 at 6%.
Utility Specialists Inc. 401(K) Plan-13$1,369,468$37,221$2,863iApproximate average salary by contribution assumption: employee only about $71,579 at 4% or $47,719 at 6%; with 50% employer match about $47,719 at 4% or $31,813 at 6%; with 100% employer match about $35,789 at 4% or $23,860 at 6%.
2009116$1,379,000$67,162$4,198iApproximate average salary by contribution assumption: employee only about $104,941 at 4% or $69,960 at 6%; with 50% employer match about $69,960 at 4% or $46,640 at 6%; with 100% employer match about $52,470 at 4% or $34,980 at 6%.
Utility Specialists Inc. 401(K) Plan-16$1,379,000$67,162$4,198iApproximate average salary by contribution assumption: employee only about $104,941 at 4% or $69,960 at 6%; with 50% employer match about $69,960 at 4% or $46,640 at 6%; with 100% employer match about $52,470 at 4% or $34,980 at 6%.
2008110$1,083,534$131,253$13,125iApproximate average salary by contribution assumption: employee only about $328,133 at 4% or $218,755 at 6%; with 50% employer match about $218,755 at 4% or $145,837 at 6%; with 100% employer match about $164,066 at 4% or $109,378 at 6%.
Utility Specialists Inc. 401(K) Plan-10$1,083,534$131,253$13,125iApproximate average salary by contribution assumption: employee only about $328,133 at 4% or $218,755 at 6%; with 50% employer match about $218,755 at 4% or $145,837 at 6%; with 100% employer match about $164,066 at 4% or $109,378 at 6%.
2007113$1,527,586$171,662$13,205iApproximate average salary by contribution assumption: employee only about $330,119 at 4% or $220,079 at 6%; with 50% employer match about $220,079 at 4% or $146,720 at 6%; with 100% employer match about $165,060 at 4% or $110,040 at 6%.
Utility Specialists Inc. 401(K) Plan-13$1,527,586$171,662$13,205iApproximate average salary by contribution assumption: employee only about $330,119 at 4% or $220,079 at 6%; with 50% employer match about $220,079 at 4% or $146,720 at 6%; with 100% employer match about $165,060 at 4% or $110,040 at 6%.
2006112$1,320,239$128,241$10,687iApproximate average salary by contribution assumption: employee only about $267,169 at 4% or $178,113 at 6%; with 50% employer match about $178,113 at 4% or $118,742 at 6%; with 100% employer match about $133,584 at 4% or $89,056 at 6%.
Utility Specialists Inc. 401(K) Plan-12$1,320,239$128,241$10,687iApproximate average salary by contribution assumption: employee only about $267,169 at 4% or $178,113 at 6%; with 50% employer match about $178,113 at 4% or $118,742 at 6%; with 100% employer match about $133,584 at 4% or $89,056 at 6%.
2004112$901,733$107,907$8,992iApproximate average salary by contribution assumption: employee only about $224,806 at 4% or $149,871 at 6%; with 50% employer match about $149,871 at 4% or $99,914 at 6%; with 100% employer match about $112,403 at 4% or $74,935 at 6%.
Utility Specialists Inc. 401(K) Plan-12$901,733$107,907$8,992iApproximate average salary by contribution assumption: employee only about $224,806 at 4% or $149,871 at 6%; with 50% employer match about $149,871 at 4% or $99,914 at 6%; with 100% employer match about $112,403 at 4% or $74,935 at 6%.
2003112$717,579$95,565$7,964iApproximate average salary by contribution assumption: employee only about $199,094 at 4% or $132,729 at 6%; with 50% employer match about $132,729 at 4% or $88,486 at 6%; with 100% employer match about $99,547 at 4% or $66,365 at 6%.
Utility Specialists Inc. 401(K) Plan-12$717,579$95,565$7,964iApproximate average salary by contribution assumption: employee only about $199,094 at 4% or $132,729 at 6%; with 50% employer match about $132,729 at 4% or $88,486 at 6%; with 100% employer match about $99,547 at 4% or $66,365 at 6%.
2002115$0$0-
Utility Specialists Inc. 401(K) Plan-15---
200119$0$0-
Utility Specialists Inc. 401(K) Plan-9---
200019$410,646$106,677$11,853iApproximate average salary by contribution assumption: employee only about $296,325 at 4% or $197,550 at 6%; with 50% employer match about $197,550 at 4% or $131,700 at 6%; with 100% employer match about $148,163 at 4% or $98,775 at 6%.
Utility Specialists Inc. 401(K) Plan-9$410,646$106,677$11,853iApproximate average salary by contribution assumption: employee only about $296,325 at 4% or $197,550 at 6%; with 50% employer match about $197,550 at 4% or $131,700 at 6%; with 100% employer match about $148,163 at 4% or $98,775 at 6%.
199917$279,114$75,894$10,842iApproximate average salary by contribution assumption: employee only about $271,050 at 4% or $180,700 at 6%; with 50% employer match about $180,700 at 4% or $120,467 at 6%; with 100% employer match about $135,525 at 4% or $90,350 at 6%.
Utility Specialists Inc. 401(K) Plan-7$279,114$75,894$10,842iApproximate average salary by contribution assumption: employee only about $271,050 at 4% or $180,700 at 6%; with 50% employer match about $180,700 at 4% or $120,467 at 6%; with 100% employer match about $135,525 at 4% or $90,350 at 6%.