2023 Form 5500 filing — Central Utah Telephone, Inc. 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 20250624164858NAL0004172419001) for Central Utah Telephone, Inc. Profit Sharing Plan, reported by Central Utah Telephone, Inc. under EIN 87-0258063 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250624164858NAL0004172419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Utah Telephone, Inc.
- EIN
- 87-0258063
- Plan number
- 001
- Location
- Fairview, UT
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,792,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,792,735
- Employer contributions
- $695,118
- Participant contributions
- $779,157
- Total income / additions
- $4,225,062
- Benefits paid
- $1,180,142
- Administrative expenses
- $18,397
- Total expenses
- $1,198,539
- Net increase / (decrease)
- $3,026,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lee Cpa Audit Group | NONE | $10,500 | not reported in the loaded dataset |
| Morningstar Investment Management, | NONE | $5,487 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $0 |