2023 Form 5500 filing — Utah Emergency Physicians, P. C. 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 20250708222058NAL0004332801001) for Utah Emergency Physicians, P. C. Profit Sharing Plan, reported by Utah Emergency Physicians, P.C. under EIN 87-0301301 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250708222058NAL0004332801001
Filing year
2023
Form type
2
Plan sponsor
Utah Emergency Physicians, P.C.
EIN
87-0301301
Plan number
001
Location
Salt Lake City, UT
Participants
145
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$97,217,430
Total liabilities (EOY)
$0
Net assets (EOY)
$97,217,430
Employer contributions
$3,782,571
Participant contributions
$1,643,127
Total income / additions
$24,836,845
Benefits paid
$3,416,903
Administrative expenses
$72,680
Total expenses
$3,489,583
Net increase / (decrease)
$21,347,262
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$48,234$0
Uma Financial Services IncINVEST ADV$24,326not reported in the loaded dataset
Pensions Plus, IncCONTRACT ADM$0$10,000

Related Form 5500 pages