2023 Form 5500 filing — Wasatch Academy 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 20241209153918NAL0015119120001) for Wasatch Academy Pension Plan, reported by Wasatch Academy under EIN 87-0290194 and plan number 002. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209153918NAL0015119120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wasatch Academy
- EIN
- 87-0290194
- Plan number
- 002
- Location
- Mount Pleasant, UT
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,055,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,055,656
- Employer contributions
- $287,724
- Participant contributions
- $425,219
- Total income / additions
- $2,295,525
- Benefits paid
- $930,979
- Administrative expenses
- $30,425
- Total expenses
- $961,404
- Net increase / (decrease)
- $1,334,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $25,266 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | RECORDKEEPER | $24,549 | not reported in the loaded dataset |
| Admin Partners, LLC | CONTRACT ADMIN | $5,886 | $3,609 |