Utah Association Of Public Charter Schools Retirement Plan — Form 5500 plan (Utah Association Of Public Charter Schools)
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 Association Of Public Charter Schools Retirement Plan is a benefit plan reported by Utah Association Of Public Charter Schools under EIN 56-2429582 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,396 participants and $39,223,854 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Association Of Public Charter Schools
- EIN
- 56-2429582
- Plan number
- 001
- Plan type
- 3
- Location
- American Fork, UT
- Latest filing year
- 2023
- Participants
- 2,396
- End-of-year plan assets
- $39,223,854
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,396 | H, C | 20250415133923NAL0003305377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,223,854
- Total liabilities (EOY)
- $12,031
- Net assets (EOY)
- $39,211,823
- Net assets (BOY)
- $32,088,041
Income & contributions
- Employer contributions
- $2,992,015
- Participant contributions
- $2,423,449
- Total contributions
- $5,474,288
- Total income / additions
- $10,310,858
Expenses & distributions
- Benefits paid
- $2,946,380
- Administrative expenses
- $240,696
- Total expenses
- $3,187,076
- Net increase / (decrease)
- $7,123,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Able & Strong Advisors | NONE | $119,990 | not reported in the loaded dataset | 2023 |
| Nwps, Inc. | NONE | $93,861 | not reported in the loaded dataset | 2023 |
| Jmm Cpa | NONE | $17,250 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $9,595 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utah Association Of Public Charter Schools
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in American Fork, UT
- Able & Strong Advisors — Schedule C compensation
- Nwps, Inc. — Schedule C compensation
- Jmm Cpa — Schedule C compensation
- Matrix Trust Company — Schedule C compensation