2023 Form 5500 filing — Ogden Clinic Savings And Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924104735NAL0004626595001) for Ogden Clinic Savings And Profit Sharing Plan, reported by Ogden Clinic Professional Corporation under EIN 87-0286381 and plan number 003. It reports 1,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$127.7MReported net assets$127,717,598
Participants1.4K1,413
Provider compensation$148.5K2 Schedule C row(s)$148,535
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924104735NAL0004626595001
Plan sponsor
Ogden Clinic Professional Corporation
EIN
87-0286381
Plan number
003
Location
South Ogden, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$127.7M total assets
Net assets$127.7MLiabilities$0
Money in vs. money out
Total income / additions$32.1M
Total expenses$14.9M
Benefits paid / distributions$14.8M
Contributions
Employer$5.2M
Participant$6M
Full reported line items
Total assets (EOY)
$127,717,598
Total liabilities (EOY)
$0
Net assets (EOY)
$127,717,598
Employer contributions
$5,163,665
Participant contributions
$6,049,151
Total income / additions
$32,061,643
Benefits paid
$14,779,564
Administrative expenses
$148,484
Total expenses
$14,928,048
Net increase / (decrease)
$17,133,595
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $88.5K · Indirect $0
  2. 2
    ADVISOR · Direct $60K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924104735NAL0004626595001 cover?
It is the 2023 Form 5500 filing for Ogden Clinic Savings And Profit Sharing Plan, reported by Ogden Clinic Professional Corporation (EIN 87-0286381).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages