Wasatch Academy Pension Plan — Form 5500 plan (Wasatch Academy)
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, Wasatch Academy Pension Plan is a benefit plan reported by Wasatch Academy under EIN 87-0290194 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $13,055,656 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wasatch Academy
- EIN
- 87-0290194
- Plan number
- 002
- Plan type
- 2
- Location
- Mount Pleasant, UT
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $13,055,656
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241209153918NAL0015119120001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,055,656
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,055,656
- Net assets (BOY)
- $11,721,535
Income & contributions
- Employer contributions
- $287,724
- Participant contributions
- $425,219
- Total contributions
- $712,943
- Total income / additions
- $2,295,525
Expenses & distributions
- Benefits paid
- $930,979
- Administrative expenses
- $30,425
- Total expenses
- $961,404
- Net increase / (decrease)
- $1,334,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $25,266 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | RECORDKEEPER | $24,549 | not reported in the loaded dataset | 2023 |
| Admin Partners, LLC | CONTRACT ADMIN | $5,886 | $3,609 | 2023 |