Cottonwood Heights, 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, Cottonwood Heights, UT has 15 loaded benefit plan(s) reported by 12 plan sponsor(s), with $146,111,359 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 15
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $146,111,359
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $146,111,359
Contributions & income
- Employer contributions
- $5,855,553
- Participant contributions
- $19,034,173
- Total income / additions
- $47,025,088
Expenses & distributions
- Benefits paid / distributions
- $11,086,068
- Total expenses
- $11,802,540
- Net increase / (decrease)
- $35,222,548
Coverage
- Total reported participants
- 18,956
- Plans with financial statements
- 10
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cottonwood Heights, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Shc Services, Inc. 401(K) Plan | Shc Services, Inc. | $90,401,552 | 2023 |
| Breeze Aviation Group 401(K) Team Member Plan | Breeze Aviation Group, Inc | $20,400,004 | 2023 |
| Amc, LLC 401(K) Plan | Apartment Management Consultants, LLC | $18,675,417 | 2023 |
| Spine Care Center 401(K) Plan | Spine Care Center, LLC | $8,906,868 | 2023 |
| Gregory W Ellis Md Pc Profit Sharing Plan | Gregory W Ellis Md | $3,177,270 | 2023 |
| Retirement Income Security Plan-Nuvia Dental Implant Center | Nuvia Dental Implant Center | $2,723,532 | 2023 |
| Kore Properties, Inc. Retirement Plan | Kore Properties, Inc. | $1,049,200 | 2023 |
| Canyon Creek Agency Retirement Plan | Canyon Creek Agency, Inc. | $408,657 | 2023 |
| Ajaa, Inc. 401(K) Profit Sharing Plan | Ajaa, Inc. | $314,911 | 2023 |
| Arena Lifestyles, Inc. Retirement Plan | Arena Lifestyles, Inc. | $53,948 | 2023 |
| Anew Climate | Anew Climate | not reported in the loaded dataset | 2023 |
| Avtech Capital, L.L.C. Employee Benefit Plan | Avtech Capital L.L.C. | not reported in the loaded dataset | 2023 |
| Apartment Management Consultants Health And Welfare Benefit Plan | Apartment Management Consultants | not reported in the loaded dataset | 2023 |
| Shc Services, Inc. Employee Benefits Plan | Shc Services, Inc. | not reported in the loaded dataset | 2023 |
| Nuvia Mso, LLC Benefit Plan | Nuvia Mso, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Cottonwood Heights → · Cottonwood Heights plans by participants → · Cottonwood Heights plans with financial data → · Cottonwood Heights plans with provider compensation → · $1B+ plans in Cottonwood Heights →
Related Form 5500 pages
- All UT Form 5500 filings
- Shc Services, Inc. 401(K) Plan (plan 001)
- Shc Services, Inc. — all reported plans
- Breeze Aviation Group 401(K) Team Member Plan (plan 001)
- Breeze Aviation Group, Inc — all reported plans
- Amc, LLC 401(K) Plan (plan 001)
- Apartment Management Consultants, LLC — all reported plans
- Spine Care Center 401(K) Plan (plan 001)
- Spine Care Center, LLC — all reported plans
- Gregory W Ellis Md Pc Profit Sharing Plan (plan 001)
- Gregory W Ellis Md — all reported plans
- Retirement Income Security Plan-Nuvia Dental Implant Center (plan 001)
- Nuvia Dental Implant Center — all reported plans
- Kore Properties, Inc. Retirement Plan (plan 001)
- Kore Properties, Inc. — all reported plans
- Canyon Creek Agency Retirement Plan (plan 001)
- Canyon Creek Agency, Inc. — all reported plans
- Ajaa, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ajaa, Inc. — all reported plans
- Arena Lifestyles, Inc. Retirement Plan (plan 001)
- Arena Lifestyles, Inc. — all reported plans
- Anew Climate (plan 501)
- Anew Climate — all reported plans
- Avtech Capital, L.L.C. Employee Benefit Plan (plan 501)
- Avtech Capital L.L.C. — all reported plans
- Apartment Management Consultants Health And Welfare Benefit Plan (plan 501)
- Shc Services, Inc. Employee Benefits Plan (plan 501)
- Nuvia Mso, LLC Benefit Plan (plan 501)
- Methodology
- Data sources