Payson, 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, Payson, UT has 10 loaded benefit plan(s) reported by 6 plan sponsor(s), with $129,654,513 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
6
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$129,654,513
Total reported liabilities (EOY)
$11,891,110
Total reported net assets (EOY)
$117,276,880

Contributions & income

Employer contributions
$1,605,230
Participant contributions
$1,585,501
Total income / additions
$33,043,126

Expenses & distributions

Benefits paid / distributions
$2,042,015
Total expenses
$2,551,235
Net increase / (decrease)
$30,491,891

Coverage

Total reported participants
3,014
Plans with financial statements
7
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Payson, 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 Payson, UT
PlanSponsorReported assets (EOY)Year
Rocky Mountain Atv, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc.$104,049,1422023
Rocky Mountain Atv, Inc. 401(K) PlanRocky Mountain Atv, Inc.$11,540,8672023
Liberty Safe 401(K) PlanLiberty Safe & Security Products, Inc.$9,734,7272023
Payson Fruit Growers 401(K) Profit Sharing PlanPayson Fruit Growers Association$2,825,4772023
Vicbp 401(K) PlanV.I. Cement & Building Products, Inc.$781,1522023
Intermountain Nutrition LLC Retirement PlanIntermountain Nutrition LLC$645,7202023
Keepers Corporation Retirement PlanKeepers Corporation$77,4282023
Rocky Mountain Atv Inc Welfare Benefit PlanRocky Mountain Atv/Mcnot reported in the loaded dataset2023
SelecthealthIntermountain Manufacturingnot reported in the loaded dataset2023
Liberty Safe And Security Products Cafeteria PlanLiberty Safe And Security Productsnot reported in the loaded dataset2023

Related Form 5500 pages