Clearfield, UT Form 5500 retirement and benefit plan filings

City Form 5500 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, Clearfield, UT has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $116,938,540 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$116,938,540
Total reported liabilities (EOY)
$31,753
Total reported net assets (EOY)
$116,906,787

Contributions & income

Employer contributions
$3,712,617
Participant contributions
$8,287,963
Total income / additions
$29,134,517

Expenses & distributions

Benefits paid / distributions
$7,060,845
Total expenses
$7,451,757
Net increase / (decrease)
$21,682,760

Coverage

Total reported participants
6,827
Plans with financial statements
6
Plans with provider compensation
4

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clearfield, UT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Clearfield, UT
PlanSponsorReported assets (EOY)Year
Lifetime Products, Inc. 401k Retirement PlanLifetime Products, Inc.$83,763,4122023
Nations Roof, LLC 401(K) PlanNations Roof LLC$17,244,3652023
Nexone, Inc 401(K) PlanNexone, Inc$12,104,4872023
World Wide Packaging & Crating Of Utah, Inc. Profit Sharing PlanWorld Wide Packaging & Crating Of Utah, Inc.$1,846,2572023
Winegars Supermarkets, Inc. Employee Stock Ownership PlanWinegars Supermarkets, Inc.$1,365,3502023
Griffin Family Of Companies 401(K) PlanGriffin Enterprises L.C.$614,6692023
A Step Forward Benefit Plan WrapA Step Forwardnot reported in the loaded dataset2023
Bonnell Aluminum (Clearfield), Inc Employee Benefit PlanBonnell Aluminum (Clearfield), Inc.not reported in the loaded dataset2023
Sac Incorporated Health And Welfare PlanSac Incorporatednot reported in the loaded dataset2023
Lifetime Products, Inc. Welfare & Flexible Benefits PlanLifetime Products, Inc.not reported in the loaded dataset2023

Related Form 5500 pages