Heber City, 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, Heber City, UT has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $33,176,049 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$33,176,049
Total reported liabilities (EOY)
$131,094
Total reported net assets (EOY)
$33,044,955

Contributions & income

Employer contributions
$891,092
Participant contributions
$1,864,431
Total income / additions
$7,949,384

Expenses & distributions

Benefits paid / distributions
$1,984,612
Total expenses
$2,091,084
Net increase / (decrease)
$5,858,300

Coverage

Total reported participants
1,167
Plans with financial statements
6
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Heber City, 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

Largest loaded plans in Heber City, UT
PlanSponsorReported assets (EOY)Year
Redmond, Inc. 401(K) Retirement PlanRedmond, Inc.$23,571,8522023
Rmd Management, Inc. 401(K) Profit Sharing PlanRmd Management, Inc.$5,287,0892023
Stanton Mcdonald, M.D., P.C. Profit Sharing PlanStanton Mcdonald, M.D., P.C.$1,839,4682023
Neon Blue Development, Inc 401k Profit Sharing PlanNeon Blue Development, Inc.$1,256,4262023
Surf Properties Inc. 401(K) PlanSurf Properties Inc.$684,7452023
Steven L. Neal 401k Profit Sharing Plan & TrustSteven L. Neal 401k Profit Sharing Plan & Trust$536,4692023
Redmond, Incorporated Health And Welfare PlanRedmond, Incorporatednot reported in the loaded dataset2023
White Knight Pest Control Benefit PlanWhite Knight Pest Controlnot reported in the loaded dataset2023
Village Pet Care, LLC Life Insurance PlanVillage Pet Care Holdings, LLCnot reported in the loaded dataset2023

Related Form 5500 pages