Bountiful, UT Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bountiful, UT has 13 loaded benefit plan(s) reported by 13 plan sponsor(s), with $20,882,272 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $20,882,272
- Total reported liabilities (EOY)
- $434,323
- Total reported net assets (EOY)
- $20,447,949
Contributions & income
- Employer contributions
- $498,865
- Participant contributions
- $1,267,390
- Total income / additions
- $4,905,868
Expenses & distributions
- Benefits paid / distributions
- $1,567,087
- Total expenses
- $1,650,165
- Net increase / (decrease)
- $3,255,703
Coverage
- Total reported participants
- 1,419
- Plans with financial statements
- 10
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bountiful, UT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Providential Bba Operating Lp 401(K) Retirement Savings Plan | Providential Bba Operating Lp | $12,689,236 | 2023 |
| Bailey-Welling Orthodontics, Pllc Profit Sharing Plan | Bailey-Welling Orthodontics, Pllc | $3,628,677 | 2023 |
| Interwest Construction Employee Stock Ownership Plan | Interwest Associates, Inc | $1,102,208 | 2023 |
| Ruby Trax Transportation Inc. Retirement Plan | Ruby Trax Transportation Inc. | $982,087 | 2023 |
| The Ocd And Anxiety Treatment Center 401(K) | The Ocd And Anxiety Treatment Center, Inc. | $852,555 | 2023 |
| The Neuro Behavioral Center For Growth LLC-401k Plan | The Neurobehavioral Center For G | $576,863 | 2023 |
| Sports Mall, Inc. Profit Sharing Plan | Sports Mall, Inc. | $499,010 | 2023 |
| Legacy Solutions, Inc. 401(K) Profit Sharing Plan | Legacy Solutions, Inc. | $433,090 | 2023 |
| Serenity Falls Inc. Retirement Plan | Serenity Falls Inc. | $74,560 | 2023 |
| Gmlc 401k | Green Mountain Logistics Company | $43,986 | 2023 |
| Gardena, Inc | Gardena, Inc | not reported in the loaded dataset | 2023 |
| Evolution Systems LLC Welfare Benefit Plan | Evolution Systems, LLC | not reported in the loaded dataset | 2023 |
| The Ocd & Anxiety Treatment Center Welfare Plan | The Ocd & Anxiety Treatment Center | not reported in the loaded dataset | 2023 |
Largest plans in Bountiful → · Bountiful plans by participants → · Bountiful plans with financial data → · Bountiful plans with provider compensation → · $1B+ plans in Bountiful →
Related Form 5500 pages
- All UT Form 5500 filings
- Providential Bba Operating Lp 401(K) Retirement Savings Plan (plan 001)
- Providential Bba Operating Lp — all reported plans
- Bailey-Welling Orthodontics, Pllc Profit Sharing Plan (plan 001)
- Bailey-Welling Orthodontics, Pllc — all reported plans
- Interwest Construction Employee Stock Ownership Plan (plan 002)
- Interwest Associates, Inc — all reported plans
- Ruby Trax Transportation Inc. Retirement Plan (plan 001)
- Ruby Trax Transportation Inc. — all reported plans
- The Ocd And Anxiety Treatment Center 401(K) (plan 001)
- The Ocd And Anxiety Treatment Center, Inc. — all reported plans
- The Neuro Behavioral Center For Growth LLC-401k Plan (plan 001)
- The Neurobehavioral Center For G — all reported plans
- Sports Mall, Inc. Profit Sharing Plan (plan 001)
- Sports Mall, Inc. — all reported plans
- Legacy Solutions, Inc. 401(K) Profit Sharing Plan (plan 001)
- Legacy Solutions, Inc. — all reported plans
- Serenity Falls Inc. Retirement Plan (plan 001)
- Serenity Falls Inc. — all reported plans
- Gmlc 401k (plan 001)
- Green Mountain Logistics Company — all reported plans
- Gardena, Inc (plan 505)
- Gardena, Inc — all reported plans
- Evolution Systems LLC Welfare Benefit Plan (plan 501)
- Evolution Systems, LLC — all reported plans
- The Ocd & Anxiety Treatment Center Welfare Plan (plan 501)
- The Ocd & Anxiety Treatment Center — all reported plans
- Methodology
- Data sources