Utah County Surgical Associates, LLC Retirement Plan — Form 5500 plan (Utah County Surgical Associates, LLC)
Plain-English plan 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, Utah County Surgical Associates, LLC Retirement Plan is a benefit plan reported by Utah County Surgical Associates, LLC under EIN 46-2634528 and plan number 002. The latest loaded filing year is 2023. The filing reports 117 participants and $20,422,457 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah County Surgical Associates, LLC
- EIN
- 46-2634528
- Plan number
- 002
- Plan type
- 2
- Location
- Provo, UT
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $20,422,457
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | I | 20241014134520NAL0053801474001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,422,457
- Total liabilities (EOY)
- $49,829
- Net assets (EOY)
- $20,372,628
- Net assets (BOY)
- $25,755,617
Income & contributions
- Employer contributions
- $680,038
- Participant contributions
- $575,536
- Total income / additions
- $5,681,034
Expenses & distributions
- Benefits paid
- $2,236,492
- Administrative expenses
- $43,267
- Total expenses
- $2,299,583
- Net increase / (decrease)
- $3,381,451
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.