Plan5500

Fruit 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, Fruit Heights, UT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $275,021 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Fruit Heights

  • 2 loaded plans hold $275K in reported assets across 2 sponsors.
  • The largest, Hi Legend Enterprises, Inc. Retirement Plan, holds 100% of reported Fruit Heights plan assets.
  • Plans cover 3 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$275KSummed across loaded plans$275,021
Total reported assets$275K$275,021
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$275K total assets
Net assets$275KLiabilities—
Expenses & distributions
Benefits paid / distributions$55.4K
Total expenses$55.4K
Net increase / (decrease)-$140.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Fruit 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.

Computed from loaded plans

Fruit Heights market comparison

Largest plan share of assets100%Hi Legend Enterprises, Inc. Retirement Plan
Participants per plan2Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Fruit Heights

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hi Legend Enterprises, Inc. Retirement Plan$275K
    Hi Legend Enterprises, Inc. · 2023
  2. 2
    North Davis Anesthesiology, LLC 401(K) Profit Sharing Plan$0
    North Davis Anesthesiology · 2023

Largest plans in Fruit Heights → · Fruit Heights plans by participants → · Fruit Heights plans with financial data → · Fruit Heights plans with provider compensation → · $1B+ plans in Fruit Heights →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Fruit Heights, UT?
2 plan(s) reported by 2 sponsor(s) are loaded for Fruit Heights, UT.

Related Form 5500 pages