Saint George, 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, Saint George, UT has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $20,548,543 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$20,548,543
Total reported liabilities (EOY)
$92,932
Total reported net assets (EOY)
$20,455,611

Contributions & income

Employer contributions
$771,034
Participant contributions
$1,776,617
Total income / additions
$5,904,707

Expenses & distributions

Benefits paid / distributions
$1,765,601
Total expenses
$1,848,361
Net increase / (decrease)
$4,056,346

Coverage

Total reported participants
1,121
Plans with financial statements
5
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Saint George, 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 Saint George, UT
PlanSponsorReported assets (EOY)Year
Wilson Electronics 401(K) PlanWilson Electronics, LLC$12,908,7732023
Southwest Spine & Pain, LLC 401(K) PlanSouthwest Spine And Pain Care Specialists, LLC$4,213,6682023
American Logistics & Affiliates 401(K) PlanAmerican Logistics, LLC$2,403,7272023
Life Pivot Retirement PlanLife Pivot, Inc.$774,7022023
Pharmboy Ventures Unlimited, Inc. 401(K) PlanPharmboy Ventures Unlimited, Inc.$247,6732023
Iglobal LLC Dba Zonos Welfare Benefit PlanIglobal Exports, LLCnot reported in the loaded dataset2023
Wilkinson Electric, Inc. Welfare Benefit PlanWilkinson Electric, Inc.not reported in the loaded dataset2023

Related Form 5500 pages