Original filing (PDF)20250714145953NAL0000773859001

UPSTATE UTILITIES & CONSULTANTS INC.

Name: UPSTATE UTILITIES & CONSULTANTS INC. — UPSTATE UTILITIES & CONSULTANTS INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: UPSTATE UTILITIES & CONSULTANTS INC.

Form 5500-SF

FILING_RECEIVED

UPSTATE UTILITIES & CONSULTANTS INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPSTATE UTILITIES & CONSULTANTS INC..

Plan sponsor

Name

UPSTATE UTILITIES & CONSULTANTS INC.

EIN

20-2456602

Address

207 WALLINS CORNERS RD STE 103 · AMSTERDAM, NY · 120101853

Phone

(518) 842-6130

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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