2023 Form 5500 filing — Granger Medical Clinic, P.C. 401(K) And 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 20251107154050NAL0000401107001) for Granger Medical Clinic, P.C. 401(K) And Profit Sharing Plan, reported by Granger Medical Clinic, P.C. under EIN 87-0284475 and plan number 003. It reports 1,249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251107154050NAL0000401107001
Filing year
2023
Form type
2
Plan sponsor
Granger Medical Clinic, P.C.
EIN
87-0284475
Plan number
003
Location
West Jordan, UT
Participants
1,249
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$89,158,185
Total liabilities (EOY)
$0
Net assets (EOY)
$89,158,185
Employer contributions
$3,430,639
Participant contributions
$4,360,207
Total income / additions
$20,272,606
Benefits paid
$6,931,496
Administrative expenses
$228,618
Total expenses
$7,167,429
Net increase / (decrease)
$13,105,177
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$130,593$0
Resources Investment Advisors LLCADVISOR$75,290not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$22,810not reported in the loaded dataset

Related Form 5500 pages