Utah Emergency Physicians, P. C. Profit Sharing Plan — Form 5500 plan (Utah Emergency Physicians, P.C.)
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 Emergency Physicians, P. C. Profit Sharing Plan is a benefit plan reported by Utah Emergency Physicians, P.C. under EIN 87-0301301 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $97,217,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Emergency Physicians, P.C.
- EIN
- 87-0301301
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $97,217,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20250708222058NAL0004332801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,217,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,217,430
- Net assets (BOY)
- $75,870,168
Income & contributions
- Employer contributions
- $3,782,571
- Participant contributions
- $1,643,127
- Total contributions
- $5,790,405
- Total income / additions
- $24,836,845
Expenses & distributions
- Benefits paid
- $3,416,903
- Administrative expenses
- $72,680
- Total expenses
- $3,489,583
- Net increase / (decrease)
- $21,347,262
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $48,234 | $0 | 2023 |
| Uma Financial Services Inc | INVEST ADV | $24,326 | not reported in the loaded dataset | 2023 |
| Pensions Plus, Inc | CONTRACT ADM | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utah Emergency Physicians, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Uma Financial Services Inc — Schedule C compensation
- Pensions Plus, Inc — Schedule C compensation