Holladay, 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, Holladay, UT has 12 loaded benefit plan(s) reported by 10 plan sponsor(s), with $61,535,623 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 12
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $61,535,623
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $61,535,623
Contributions & income
- Employer contributions
- $1,937,789
- Participant contributions
- $5,069,405
- Total income / additions
- $19,714,365
Expenses & distributions
- Benefits paid / distributions
- $5,610,329
- Total expenses
- $5,748,655
- Net increase / (decrease)
- $13,965,710
Coverage
- Total reported participants
- 3,141
- Plans with financial statements
- 8
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Holladay, 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 |
|---|---|---|---|
| Snowbird Employee Retirement Savings Plan | Snowbird Operations LLC | $38,683,245 | 2023 |
| Platform Accounting Group 401(K) Plan | Pt&C Group LLC | $10,815,353 | 2023 |
| Olympus Clinic 401(K) Profit Sharing Plan | Olympus Clinic | $5,230,449 | 2023 |
| Charles C Wall Dds Pc 401(K) Profit Sharing Plan | Charles C Wall Dds Pc | $2,592,810 | 2023 |
| Juce Services Inc. 401(K) Profit Sharing Plan | Juce Services Inc. | $1,771,345 | 2023 |
| Holladay Bank & Trust 401(K) Profit Sharing Plan And Trust | Holladay Bank & Trust | $1,605,521 | 2023 |
| J&J Laundry Retirement Plan | J&J Laundry, Inc | $750,986 | 2023 |
| Kupesi Inc. 401(K) Plan | Kupesi Inc. | $85,914 | 2023 |
| Pt&C Group, LLC Dba Platform Accounting Group Welfare Benefit Plan | Pt&C Group LLC | not reported in the loaded dataset | 2023 |
| Snowbird Operations, LLC Welfare Benefits Plan | Snowbird Operations LLC | not reported in the loaded dataset | 2023 |
| Wpl Transportation Holdings Co., LLC Health & Welfare Benefit Plan | Wpl Transportation Holdings Co., LLC. | not reported in the loaded dataset | 2023 |
| Squire & Co. Welfare Benefit Plan | Squire & Company | not reported in the loaded dataset | 2023 |
Largest plans in Holladay → · Holladay plans by participants → · Holladay plans with financial data → · Holladay plans with provider compensation → · $1B+ plans in Holladay →
Related Form 5500 pages
- All UT Form 5500 filings
- Snowbird Employee Retirement Savings Plan (plan 001)
- Snowbird Operations LLC — all reported plans
- Platform Accounting Group 401(K) Plan (plan 001)
- Pt&C Group LLC — all reported plans
- Olympus Clinic 401(K) Profit Sharing Plan (plan 001)
- Olympus Clinic — all reported plans
- Charles C Wall Dds Pc 401(K) Profit Sharing Plan (plan 001)
- Charles C Wall Dds Pc — all reported plans
- Juce Services Inc. 401(K) Profit Sharing Plan (plan 001)
- Juce Services Inc. — all reported plans
- Holladay Bank & Trust 401(K) Profit Sharing Plan And Trust (plan 002)
- Holladay Bank & Trust — all reported plans
- J&J Laundry Retirement Plan (plan 001)
- J&J Laundry, Inc — all reported plans
- Kupesi Inc. 401(K) Plan (plan 001)
- Kupesi Inc. — all reported plans
- Pt&C Group, LLC Dba Platform Accounting Group Welfare Benefit Plan (plan 501)
- Snowbird Operations, LLC Welfare Benefits Plan (plan 501)
- Wpl Transportation Holdings Co., LLC Health & Welfare Benefit Plan (plan 501)
- Wpl Transportation Holdings Co., LLC. — all reported plans
- Squire & Co. Welfare Benefit Plan (plan 501)
- Squire & Company — all reported plans
- Methodology
- Data sources