2023 Form 5500 filing — Canyon View Medical Group Lc 401k & Psp
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 20241008172434NAL0018064097001) for Canyon View Medical Group Lc 401k & Psp, reported by Canyon View Medical Group Lc under EIN 84-1367175 and plan number 002. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008172434NAL0018064097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Canyon View Medical Group Lc
- EIN
- 84-1367175
- Plan number
- 002
- Location
- Spanish Fork, UT
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,510,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,510,260
- Employer contributions
- $1,069,826
- Participant contributions
- $873,627
- Total income / additions
- $7,028,328
- Benefits paid
- $1,016,768
- Administrative expenses
- $118,855
- Total expenses
- $1,135,623
- Net increase / (decrease)
- $5,892,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trek Financial LLC | SERVICE PROVIDER | $0 | $47,836 |
| Trusted Business Advisor Group | INVESTMENT ADVISORY PLAN | $18,558 | not reported in the loaded dataset |