2023 Form 5500 filing — Utah Association Of Public Charter Schools Retirement 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 20250415133923NAL0003305377001) for Utah Association Of Public Charter Schools Retirement Plan, reported by Utah Association Of Public Charter Schools under EIN 56-2429582 and plan number 001. It reports 2,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415133923NAL0003305377001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Utah Association Of Public Charter Schools
- EIN
- 56-2429582
- Plan number
- 001
- Location
- American Fork, UT
- Participants
- 2,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,223,854
- Total liabilities (EOY)
- $12,031
- Net assets (EOY)
- $39,211,823
- Employer contributions
- $2,992,015
- Participant contributions
- $2,423,449
- Total income / additions
- $10,310,858
- Benefits paid
- $2,946,380
- Administrative expenses
- $240,696
- Total expenses
- $3,187,076
- Net increase / (decrease)
- $7,123,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Able & Strong Advisors | NONE | $119,990 | not reported in the loaded dataset |
| Nwps, Inc. | NONE | $93,861 | not reported in the loaded dataset |
| Jmm Cpa | NONE | $17,250 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $9,595 | not reported in the loaded dataset |