Utility Concierge, LLC

Form 5500

UTILITY CONCIERGE LLC

1755 Wittington Place, STE 600, Dallas, Tx 75234 (972) 241-1402 EIN:27-0426695 Plan Admin:Ben Martin

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameUTILITY CONCIERGE 401(K) PLAN Plan #001 Participants BOY/EOY127 / 152 Assets BOY/EOY$842,535 / $1,111,718	2022	UTILITY CONCIERGE 401(K) PLAN - Plan #001	127 / 152	$842,535 / $1,111,718
2022	Plan NameUTILITY CONCIERGE, LLC EMPLOYEE BENEFIT PLAN Plan #503 Participants BOY/EOY103 / 0 Assets BOY/EOY$0 / $0	2022	UTILITY CONCIERGE, LLC EMPLOYEE BENEFIT PLAN - Plan #503	103 / 0	$0 / $0
2021	Plan NameUTILITY CONCIERGE 401(K) PLAN Plan #001 Participants BOY/EOY99 / 118 Assets BOY/EOY$427,817 / $842,535	2021	UTILITY CONCIERGE 401(K) PLAN - Plan #001	99 / 118	$427,817 / $842,535
2020	Plan NameUTILITY CONCIERGE 401(K) PLAN Plan #001 Participants BOY/EOY63 / 94 Assets BOY/EOY$247,792 / $427,817	2020	UTILITY CONCIERGE 401(K) PLAN - Plan #001	63 / 94	$247,792 / $427,817
2019	Plan NameUTILITY CONCIERGE 401(K) PLAN Plan #001 Participants BOY/EOY35 / 57 Assets BOY/EOY$71,161 / $247,792	2019	UTILITY CONCIERGE 401(K) PLAN - Plan #001	35 / 57	$71,161 / $247,792