Civic Intelligence

UTILITY SPECIALISTS SOUTHWEST, INC

Plan context: Utility Specialsts 401(K) Plan

EIN 95-3537352 • San Diego, CA • 15 filings • 6 plans

4429 Morena BlvdSan Diego, CA 92117
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$7,193,015

2024 Contributions

$1,129,294

Historical Graphs

Total Assets Over Time

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

$7,193,015$3,596,508$0200020192024YearValue
$7,193,015Latest year 2024

Participants Over Time

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

38190200020192024YearValue
38Latest 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
2024238$7,193,015$1,129,294$29,718iApproximate average salary by contribution assumption: employee only about $742,957 at 4% or $495,304 at 6%; with 50% employer match about $495,304 at 4% or $330,203 at 6%; with 100% employer match about $371,478 at 4% or $247,652 at 6%.
Utility Specialsts 401(K) Plan-38$5,115,707$729,294$19,192iApproximate average salary by contribution assumption: employee only about $479,799 at 4% or $319,866 at 6%; with 50% employer match about $319,866 at 4% or $213,244 at 6%; with 100% employer match about $239,899 at 4% or $159,933 at 6%.
Utility Specialists Cash Balance Plan-27$2,077,308$400,000$14,815iApproximate average salary by contribution assumption: employee only about $370,370 at 4% or $246,914 at 6%; with 50% employer match about $246,914 at 4% or $164,609 at 6%; with 100% employer match about $185,185 at 4% or $123,457 at 6%.
2023125$1,589,871$400,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Utility Specialists Cash Balance Plan-25$1,589,871$400,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
2022127$1,094,216$400,000$14,815iApproximate average salary by contribution assumption: employee only about $370,370 at 4% or $246,914 at 6%; with 50% employer match about $246,914 at 4% or $164,609 at 6%; with 100% employer match about $185,185 at 4% or $123,457 at 6%.
Utility Specialists Cash Balance Plan-27$1,094,216$400,000$14,815iApproximate average salary by contribution assumption: employee only about $370,370 at 4% or $246,914 at 6%; with 50% employer match about $246,914 at 4% or $164,609 at 6%; with 100% employer match about $185,185 at 4% or $123,457 at 6%.
2021125$791,713$225,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Utility Specialists Cash Balance Plan-25$791,713$225,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
2020125$536,735$185,000$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
Utility Specialists Cash Balance Plan-25$536,735$185,000$7,400iApproximate average salary by contribution assumption: employee only about $185,000 at 4% or $123,333 at 6%; with 50% employer match about $123,333 at 4% or $82,222 at 6%; with 100% employer match about $92,500 at 4% or $61,667 at 6%.
2019123$321,927$168,648$7,333iApproximate average salary by contribution assumption: employee only about $183,313 at 4% or $122,209 at 6%; with 50% employer match about $122,209 at 4% or $81,472 at 6%; with 100% employer match about $91,657 at 4% or $61,104 at 6%.
Utility Specialists Cash Balance Plan-23$321,927$168,648$7,333iApproximate average salary by contribution assumption: employee only about $183,313 at 4% or $122,209 at 6%; with 50% employer match about $122,209 at 4% or $81,472 at 6%; with 100% employer match about $91,657 at 4% or $61,104 at 6%.
2018120$142,161$142,161$7,108iApproximate average salary by contribution assumption: employee only about $177,701 at 4% or $118,468 at 6%; with 50% employer match about $118,468 at 4% or $78,978 at 6%; with 100% employer match about $88,851 at 4% or $59,234 at 6%.
Utility Specialists Cash Balance Plan-20$142,161$142,161$7,108iApproximate average salary by contribution assumption: employee only about $177,701 at 4% or $118,468 at 6%; with 50% employer match about $118,468 at 4% or $78,978 at 6%; with 100% employer match about $88,851 at 4% or $59,234 at 6%.
200910$0$4,203-
Utility Specialsts 401(K) Plan-0-$4,203-
2008123$259,811$152,074$6,612iApproximate average salary by contribution assumption: employee only about $165,298 at 4% or $110,199 at 6%; with 50% employer match about $110,199 at 4% or $73,466 at 6%; with 100% employer match about $82,649 at 4% or $55,099 at 6%.
Utility Specialsts 401(K) Plan-23$259,811$152,074$6,612iApproximate average salary by contribution assumption: employee only about $165,298 at 4% or $110,199 at 6%; with 50% employer match about $110,199 at 4% or $73,466 at 6%; with 100% employer match about $82,649 at 4% or $55,099 at 6%.
2007129$191,727$190,221$6,559iApproximate average salary by contribution assumption: employee only about $163,984 at 4% or $109,322 at 6%; with 50% employer match about $109,322 at 4% or $72,882 at 6%; with 100% employer match about $81,992 at 4% or $54,661 at 6%.
Utility Specialsts 401(K) Plan-29$191,727$190,221$6,559iApproximate average salary by contribution assumption: employee only about $163,984 at 4% or $109,322 at 6%; with 50% employer match about $109,322 at 4% or $72,882 at 6%; with 100% employer match about $81,992 at 4% or $54,661 at 6%.
200310$0$0-
Utility Specialists Cash Balance Plan-0---
200210$129,350$0-
Utility Specialists Cash Balance Plan-0$129,350--
2001116$0$0-
Utility Specialists Cash Balance Plan-16---
2000116$506,338$112,612$7,038iApproximate average salary by contribution assumption: employee only about $175,956 at 4% or $117,304 at 6%; with 50% employer match about $117,304 at 4% or $78,203 at 6%; with 100% employer match about $87,978 at 4% or $58,652 at 6%.
Utility Specialists Cash Balance Plan-16$506,338$112,612$7,038iApproximate average salary by contribution assumption: employee only about $175,956 at 4% or $117,304 at 6%; with 50% employer match about $117,304 at 4% or $78,203 at 6%; with 100% employer match about $87,978 at 4% or $58,652 at 6%.