401k Plan data: UTILITY PARTNERS LLC 401K PLAN plan

UTILITY PARTNERS LLC 401K PLAN 401k Plan overview

Plan Name	UTILITY PARTNERS LLC 401K PLAN
Plan identification number	001

UTILITY PARTNERS LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

H2O INNOVATION OPERATION & MAINTENANCE, LLC has sponsored the creation of one or more 401k plans.

Company Name: H2O INNOVATION OPERATION & MAINTENANCE, LLC

Employer identification number (EIN): 205529505

NAIC Classification: 221300

Additional information about H2O INNOVATION OPERATION & MAINTENANCE, LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1183735

More information about H2O INNOVATION OPERATION & MAINTENANCE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTILITY PARTNERS LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 SONIA LAVALLEE 2022-05-27
001 2020-01-01 SONIA LAVALLEE 2021-06-17
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 MIKE BOHLKE MIKE BOHLKE 2018-10-15
001 2016-01-01 MIKE BOHLKE
001 2015-01-01 TERRY CALVERT
001 2014-01-01 TERRY CALVERT
001 2013-01-01 TERRY CALVERT
001 2012-01-01 TERRY CALVERT
001 2011-01-01 TERRY CALVERT
001 2009-01-01 THERESA CALVERT THERESA CALVERT 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	SONIA LAVALLEE	2022-05-27
001	2020-01-01	SONIA LAVALLEE	2021-06-17
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	MIKE BOHLKE		MIKE BOHLKE	2018-10-15
001	2016-01-01	MIKE BOHLKE
001	2015-01-01	TERRY CALVERT
001	2014-01-01	TERRY CALVERT
001	2013-01-01	TERRY CALVERT
001	2012-01-01	TERRY CALVERT
001	2011-01-01	TERRY CALVERT
001	2009-01-01	THERESA CALVERT		THERESA CALVERT	2010-10-07

Plan Statistics for UTILITY PARTNERS LLC 401K PLAN

401k plan membership statisitcs for UTILITY PARTNERS LLC 401K PLAN

Measure Date Value
2019: UTILITY PARTNERS LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 424
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UTILITY PARTNERS LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 399
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 424
Number of participants with account balances 2018-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UTILITY PARTNERS LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 284
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 24
Total of all active and inactive participants 2017-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 309
Number of participants with account balances 2017-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UTILITY PARTNERS LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 478
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 368
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 14
Total of all active and inactive participants 2016-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 382
Number of participants with account balances 2016-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UTILITY PARTNERS LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 501
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 466
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 478
Number of participants with account balances 2015-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UTILITY PARTNERS LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 405
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 485
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 501
Number of participants with account balances 2014-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UTILITY PARTNERS LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 387
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 405
Number of participants with account balances 2013-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UTILITY PARTNERS LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 378
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 361
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 27
Total of all active and inactive participants 2012-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 388
Number of participants with account balances 2012-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UTILITY PARTNERS LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 369
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 374
Number of participants with account balances 2011-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: UTILITY PARTNERS LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 200
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 204
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2019: UTILITY PARTNERS LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	424
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UTILITY PARTNERS LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	399
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	424
Number of participants with account balances	2018-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UTILITY PARTNERS LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	284
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	24
Total of all active and inactive participants	2017-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	309
Number of participants with account balances	2017-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UTILITY PARTNERS LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	368
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	14
Total of all active and inactive participants	2016-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	382
Number of participants with account balances	2016-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UTILITY PARTNERS LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	501
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	466
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	478
Number of participants with account balances	2015-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UTILITY PARTNERS LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	405
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	485
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	501
Number of participants with account balances	2014-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UTILITY PARTNERS LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	387
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	405
Number of participants with account balances	2013-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UTILITY PARTNERS LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	378
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	361
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	388
Number of participants with account balances	2012-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UTILITY PARTNERS LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	369
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	374
Number of participants with account balances	2011-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: UTILITY PARTNERS LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	200
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	204
Number of participants with account balances	2009-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on UTILITY PARTNERS LLC 401K PLAN

Measure	Date	Value
2019 : UTILITY PARTNERS LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-03-31	$0
Total transfer of assets from this plan	2019-03-31	$3,493,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-03-31	$23,887
Total income from all sources (including contributions)	2019-03-31	$135,046
Total loss/gain on sale of assets	2019-03-31	$0
Total of all expenses incurred	2019-03-31	$255,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-03-31	$250,035
Value of total corrective distributions	2019-03-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-03-31	$0
Value of total assets at end of year	2019-03-31	$0
Value of total assets at beginning of year	2019-03-31	$3,637,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-03-31	$5,588
Total interest from all sources	2019-03-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-03-31	$488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-03-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-03-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-03-31	$488
Was this plan covered by a fidelity bond	2019-03-31	Yes
Value of fidelity bond cover	2019-03-31	$100,000
If this is an individual account plan, was there a blackout period	2019-03-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-03-31	No
Contributions received from participants	2019-03-31	$0
Participant contributions at end of year	2019-03-31	$0
Participant contributions at beginning of year	2019-03-31	$9,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-03-31	$23,887
Administrative expenses (other) incurred	2019-03-31	$5,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Value of net income/loss	2019-03-31	$-120,577
Value of net assets at end of year (total assets less liabilities)	2019-03-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-03-31	$3,613,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-03-31	No
Were any leases to which the plan was party in default or uncollectible	2019-03-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-03-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-03-31	$3,150,730
Interest on participant loans	2019-03-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-03-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-03-31	$477,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-03-31	$477,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-03-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-03-31	$134,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-03-31	No
Was there a failure to transmit to the plan any participant contributions	2019-03-31	No
Has the plan failed to provide any benefit when due under the plan	2019-03-31	No
Contributions received in cash from employer	2019-03-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-03-31	$250,035
Did the plan have assets held for investment	2019-03-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-03-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-03-31	Disclaimer
Accountancy firm name	2019-03-31	HAWKINS ASH CPAS
Accountancy firm EIN	2019-03-31	390912608
2018 : UTILITY PARTNERS LLC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$23,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$36,361
Total income from all sources (including contributions)	2018-12-31	$199,914
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$554,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$505,394
Value of total corrective distributions	2018-12-31	$27,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$462,234
Value of total assets at end of year	2018-12-31	$3,637,709
Value of total assets at beginning of year	2018-12-31	$4,005,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,158
Total interest from all sources	2018-12-31	$3,995
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$216,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$216,919
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$367,538
Participant contributions at end of year	2018-12-31	$9,961
Participant contributions at beginning of year	2018-12-31	$44,063
Participant contributions at beginning of year	2018-12-31	$12,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$23,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$36,361
Administrative expenses (other) incurred	2018-12-31	$22,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-355,013
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,613,822
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,968,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,150,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,330,470
Interest on participant loans	2018-12-31	$738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$477,018
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$615,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$615,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-483,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$94,696
Employer contributions (assets) at beginning of year	2018-12-31	$3,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$505,394
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
2017 : UTILITY PARTNERS LLC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$36,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$893,243
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$313,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$257,548
Value of total corrective distributions	2017-12-31	$36,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$511,767
Value of total assets at end of year	2017-12-31	$4,005,196
Value of total assets at beginning of year	2017-12-31	$3,389,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,580
Total interest from all sources	2017-12-31	$6,147
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$249,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$249,868
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$375,532
Participant contributions at end of year	2017-12-31	$44,063
Participant contributions at beginning of year	2017-12-31	$78,257
Participant contributions at end of year	2017-12-31	$12,107
Participant contributions at beginning of year	2017-12-31	$11,768
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$39,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$36,360
Administrative expenses (other) incurred	2017-12-31	$19,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$579,755
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,968,836
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,389,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,330,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,602,128
Interest on participant loans	2017-12-31	$2,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$615,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$693,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$693,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$125,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$96,575
Employer contributions (assets) at end of year	2017-12-31	$3,478
Employer contributions (assets) at beginning of year	2017-12-31	$3,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$257,548
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HAWKINS ASH CPAS
Accountancy firm EIN	2017-12-31	390912608
2016 : UTILITY PARTNERS LLC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$713,413
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$52,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$36,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$509,613
Value of total assets at end of year	2016-12-31	$3,389,081
Value of total assets at beginning of year	2016-12-31	$2,727,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,601
Total interest from all sources	2016-12-31	$3,873
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$111,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$111,356
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$358,323
Participant contributions at end of year	2016-12-31	$78,257
Participant contributions at beginning of year	2016-12-31	$65,669
Participant contributions at end of year	2016-12-31	$11,768
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$54,097
Administrative expenses (other) incurred	2016-12-31	$15,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$661,354
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,389,081
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,727,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,602,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,216,962
Interest on participant loans	2016-12-31	$3,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$693,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$445,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$445,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$88,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$97,193
Employer contributions (assets) at end of year	2016-12-31	$3,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$36,458
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HAWKINS ASH CPAS
Accountancy firm EIN	2016-12-31	390912608
2015 : UTILITY PARTNERS LLC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$377,065
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$241,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$213,492
Value of total corrective distributions	2015-12-31	$12,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$428,604
Value of total assets at end of year	2015-12-31	$2,727,727
Value of total assets at beginning of year	2015-12-31	$2,591,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,793
Total interest from all sources	2015-12-31	$3,091
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$132,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$132,660
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$336,484
Participant contributions at end of year	2015-12-31	$65,669
Participant contributions at beginning of year	2015-12-31	$90,228
Administrative expenses (other) incurred	2015-12-31	$14,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$135,986
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,727,727
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,591,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,216,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,150,029
Interest on participant loans	2015-12-31	$3,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$445,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$351,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$351,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-187,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$92,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$213,492
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BARNETT & STEGALL, LLC
Accountancy firm EIN	2015-12-31	452701426
2014 : UTILITY PARTNERS LLC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$523,907
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$284,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$262,156
Value of total corrective distributions	2014-12-31	$6,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$416,706
Value of total assets at end of year	2014-12-31	$2,591,741
Value of total assets at beginning of year	2014-12-31	$2,352,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$15,729
Total interest from all sources	2014-12-31	$3,759
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$153,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$153,056
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$321,541
Participant contributions at end of year	2014-12-31	$90,228
Participant contributions at beginning of year	2014-12-31	$110,541
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$16,402
Administrative expenses (other) incurred	2014-12-31	$15,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$239,439
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,591,741
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,352,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,150,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,896,132
Interest on participant loans	2014-12-31	$3,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$351,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$345,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$345,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-49,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$78,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$262,156
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BARNETT & STEGALL, LLC
Accountancy firm EIN	2014-12-31	452701426
2013 : UTILITY PARTNERS LLC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$857,081
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$215,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$200,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$527,662
Value of total assets at end of year	2013-12-31	$2,352,302
Value of total assets at beginning of year	2013-12-31	$1,711,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$15,125
Total interest from all sources	2013-12-31	$4,235
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$104,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$104,224
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$315,719
Participant contributions at end of year	2013-12-31	$110,541
Participant contributions at beginning of year	2013-12-31	$83,091
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$125,864
Administrative expenses (other) incurred	2013-12-31	$15,125
Total non interest bearing cash at beginning of year	2013-12-31	$2,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$641,220
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,352,302
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,711,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,896,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,374,635
Interest on participant loans	2013-12-31	$4,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$345,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$251,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$251,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$220,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$86,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$200,736
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BARNETT & STEGALL, LLC
Accountancy firm EIN	2013-12-31	452701426
2012 : UTILITY PARTNERS LLC 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$571,059
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$116,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$102,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$425,864
Value of total assets at end of year	2012-12-31	$1,711,082
Value of total assets at beginning of year	2012-12-31	$1,256,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,914
Total interest from all sources	2012-12-31	$2,649
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$26,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$26,230
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$100,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$301,848
Participant contributions at end of year	2012-12-31	$83,091
Participant contributions at beginning of year	2012-12-31	$69,809
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$45,676
Administrative expenses (other) incurred	2012-12-31	$13,914
Total non interest bearing cash at end of year	2012-12-31	$2,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$454,335
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,711,082
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,256,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,374,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$953,205
Interest on participant loans	2012-12-31	$2,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$251,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$233,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$233,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$116,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$78,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$102,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BARNETT & STEGALL, LLC
Accountancy firm EIN	2012-12-31	452701426
2011 : UTILITY PARTNERS LLC 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$561,594
Total loss/gain on sale of assets	2011-12-31	$73
Total of all expenses incurred	2011-12-31	$149,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$136,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$579,282
Value of total assets at end of year	2011-12-31	$1,256,747
Value of total assets at beginning of year	2011-12-31	$844,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,847
Total interest from all sources	2011-12-31	$2,843
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$18,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$18,221
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$247,580
Participant contributions at end of year	2011-12-31	$69,809
Participant contributions at beginning of year	2011-12-31	$50,062
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$268,808
Administrative expenses (other) incurred	2011-12-31	$12,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$411,875
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,256,747
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$844,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$953,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$793,696
Interest on participant loans	2011-12-31	$2,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$233,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-38,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$62,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$136,872
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$408,428
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$408,355
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BARNETT & STEGALL, LLC
Accountancy firm EIN	2011-12-31	452701426
2010 : UTILITY PARTNERS LLC 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$305,979
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$85,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$72,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$250,408
Value of total assets at end of year	2010-12-31	$844,872
Value of total assets at beginning of year	2010-12-31	$624,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,053
Total interest from all sources	2010-12-31	$1,991
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$6,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$6,997
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$171,372
Participant contributions at end of year	2010-12-31	$50,062
Participant contributions at beginning of year	2010-12-31	$42,462
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$34,637
Administrative expenses (other) incurred	2010-12-31	$13,053
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$220,789
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$844,872
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$624,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$793,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$581,394
Interest on participant loans	2010-12-31	$1,991
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$46,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$44,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$72,137
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	KIRSCHNER & ASSOCIATES PC
Accountancy firm EIN	2010-12-31	582026950
2009 : UTILITY PARTNERS LLC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UTILITY PARTNERS LLC 401K PLAN

2019: UTILITY PARTNERS LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UTILITY PARTNERS LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UTILITY PARTNERS LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UTILITY PARTNERS LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UTILITY PARTNERS LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UTILITY PARTNERS LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UTILITY PARTNERS LLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UTILITY PARTNERS LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UTILITY PARTNERS LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UTILITY PARTNERS LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	H2O INNOVATION OPERATION & MAINTENANCE, LLC
Employer identification number (EIN):	205529505
NAIC Classification:	221300

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1183735