2023 Form 5500 filing — Utah Valley Pediatrics, Pllc Cash Balance Pension 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 20241011144529NAL0022072113001) for Utah Valley Pediatrics, Pllc Cash Balance Pension Plan, reported by Utah Valley Pediatrics, Pllc under EIN 87-0549057 and plan number 003. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144529NAL0022072113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utah Valley Pediatrics, Pllc
- EIN
- 87-0549057
- Plan number
- 003
- Location
- Provo, UT
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,913,607
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,913,607
- Employer contributions
- $1,013,539
- Total income / additions
- $1,411,296
- Benefits paid
- $46,786
- Administrative expenses
- $52,321
- Total expenses
- $99,107
- Net increase / (decrease)
- $1,312,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $0 | $0 |