Utah Valley Pediatrics, Pllc Cash Balance Pension Plan — Form 5500 plan (Utah Valley Pediatrics, Pllc)

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 Valley Pediatrics, Pllc Cash Balance Pension Plan is a benefit plan reported by Utah Valley Pediatrics, Pllc under EIN 87-0549057 and plan number 003. The latest loaded filing year is 2023. The filing reports 202 participants and $5,913,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Utah Valley Pediatrics, Pllc
EIN
87-0549057
Plan number
003
Plan type
2
Location
Provo, UT
Latest filing year
2023
Participants
202
End-of-year plan assets
$5,913,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241011144529NAL0022072113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,913,607
Total liabilities (EOY)
$0
Net assets (EOY)
$5,913,607
Net assets (BOY)
$4,601,418

Income & contributions

Employer contributions
$1,013,539
Total contributions
$1,013,539
Total income / additions
$1,411,296

Expenses & distributions

Benefits paid
$46,786
Administrative expenses
$52,321
Total expenses
$99,107
Net increase / (decrease)
$1,312,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$0$02023

Related Form 5500 pages