Taylorsville, 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, Taylorsville, UT has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $33,155,127 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
- 9
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $33,155,127
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $33,155,127
Contributions & income
- Employer contributions
- $1,158,615
- Participant contributions
- $2,406,177
- Total income / additions
- $8,712,567
Expenses & distributions
- Benefits paid / distributions
- $2,359,261
- Total expenses
- $2,414,054
- Net increase / (decrease)
- $6,298,513
Coverage
- Total reported participants
- 1,770
- Plans with financial statements
- 7
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Taylorsville, 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 |
|---|---|---|---|
| Waterford Institute, Inc. Defined Contribution Ret | Waterford Institute, Inc. | $30,167,968 | 2023 |
| First National Health Services 401(K) Plan | First National Health Services, LLC | $2,113,386 | 2023 |
| Utah Behavior Services, Inc. 401(K) Plan | Utah Behavior Services, Inc. | $326,285 | 2023 |
| Jdt Ventures Retirement Plan | Jdt Ventures Inc | $276,611 | 2023 |
| Mountain West Endodontics 401k Plan & Trust | Brandon Glenn, Dds, Pllc | $206,483 | 2023 |
| J&J Tire & Recapping Profit Sharing Plan | J&J Tire & Recapping, Inc. | $56,668 | 2023 |
| Jdb Strong, Inc. 401k Profit Sharing Plan | Jdb Strong, Inc. | $7,726 | 2023 |
| First National Health Services, LLC Welfare Benefit Plan | First National Health Services, LLC | not reported in the loaded dataset | 2023 |
| Avenue Consultants Ancillary Health And Welfare Benefits Plan | Avenue Consultants, Inc. | not reported in the loaded dataset | 2023 |
| National Benefit Services Cafeteria Plan | National Benefit Services, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Taylorsville → · Taylorsville plans by participants → · Taylorsville plans with financial data → · Taylorsville plans with provider compensation → · $1B+ plans in Taylorsville →
Related Form 5500 pages
- All UT Form 5500 filings
- Waterford Institute, Inc. Defined Contribution Ret (plan 001)
- Waterford Institute, Inc. — all reported plans
- First National Health Services 401(K) Plan (plan 002)
- First National Health Services, LLC — all reported plans
- Utah Behavior Services, Inc. 401(K) Plan (plan 001)
- Utah Behavior Services, Inc. — all reported plans
- Jdt Ventures Retirement Plan (plan 001)
- Jdt Ventures Inc — all reported plans
- Mountain West Endodontics 401k Plan & Trust (plan 001)
- Brandon Glenn, Dds, Pllc — all reported plans
- J&J Tire & Recapping Profit Sharing Plan (plan 001)
- J&J Tire & Recapping, Inc. — all reported plans
- Jdb Strong, Inc. 401k Profit Sharing Plan (plan 001)
- Jdb Strong, Inc. — all reported plans
- First National Health Services, LLC Welfare Benefit Plan (plan 501)
- Avenue Consultants Ancillary Health And Welfare Benefits Plan (plan 501)
- Avenue Consultants, Inc. — all reported plans
- National Benefit Services Cafeteria Plan (plan 502)
- National Benefit Services, LLC — all reported plans
- Methodology
- Data sources