Wasatch Pediatrics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wasatch Pediatrics, Inc.)

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 Pediatrics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wasatch Pediatrics, Inc. under EIN 87-0550275 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $59,438,126 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wasatch Pediatrics, Inc.
EIN
87-0550275
Plan number
001
Plan type
2
Location
West Jordan, UT
Latest filing year
2023
Participants
281
End-of-year plan assets
$59,438,126

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20241011110957NAL0010852307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$59,438,126
Total liabilities (EOY)
$0
Net assets (EOY)
$59,438,126
Net assets (BOY)
$49,907,934

Income & contributions

Employer contributions
$1,191,479
Participant contributions
$1,233,202
Total contributions
$2,444,640
Total income / additions
$11,466,140

Expenses & distributions

Benefits paid
$1,876,144
Administrative expenses
$59,804
Total expenses
$1,935,948
Net increase / (decrease)
$9,530,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
D. A. Davidson & CompanyNONE$50,000not reported in the loaded dataset2023
Ascensus LLCNONE$9,804$02023

Related Form 5500 pages