How many Form 5500 benefit plans are loaded for Kaysville, UT?

13 plan(s) reported by 11 sponsor(s) are loaded for Kaysville, UT.

Kaysville, 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, Kaysville, UT has 13 loaded benefit plan(s) reported by 11 plan sponsor(s), with $23,221,959 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 13
Plan sponsors: 11
Latest filing year: 2023

What stands out in Kaysville

13 loaded plans hold $23.2M in reported assets across 11 sponsors.
The largest, Cheney Financial Services Inc. Profit Sharing Plan, holds 54% of reported Kaysville plan assets.
Plans cover 1,428 participants — about 110 per plan.
69% of loaded plans report full Schedule H/I financial statements.
8% report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$23.2MSummed across loaded plans$23,174,649

Total reported assets$23.2M$23,221,959

Total reported participants1.4K1,428

Total reported liabilities$47.3K$47,310

Reported net position

Reported assets = net assets + liabilities (summed)$23.2M total assets

Net assets$23.2MLiabilities$47.3K

Contributions & income

Employer contributions$641.3K

Participant contributions$1.7M

Total income / additions$4.6M

Expenses & distributions

Benefits paid / distributions$1.6M

Total expenses$1.7M

Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements9 / 13 (69%)

Plans with provider compensation1 / 13 (8%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kaysville, 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

Kaysville market comparison

Largest plan share of assets54%Cheney Financial Services Inc. Profit Sharing Plan

Participants per plan110Average across loaded plans

Plan sponsors11

Ranked by reported assets

Largest loaded plans in Kaysville

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

1
Cheney Financial Services Inc. Profit Sharing Plan$12.6M
Cheney Financial Services Inc · 2023
2
Optconnect Management, LLC Retirement Plan$5.4M
Optconnect Management, LLC · 2023
3
Gbi 401(K) Plan$4.5M
Great Basin Industrial · 2023
4
Venalena Company 401(K) Plan$250.3K
Venalena Company · 2023
5
Mbm Enterprises, Inc. 401k Profit Sharing Plan$170.5K
Mbm Enterprises, Inc. · 2023
6
Jr Moon Company 401(K) Plan$104.7K
Jr Moon Company · 2023
7
Blackburn Senior Services Corp. 401(K) Profit Sharing Plan$97.2K
Blackburn Senior Services D.B.A. Oasis Senior Advisors · 2023
8
Blackburn Senior Services Corp. 401(K) Profit Sharing Plan$97.2K
Blackburn Senior Services D.B.A. Oasis Senior Advisors · 2023
9
Trb Enterprises, Inc. 401(K) Profit Sharing Plan$0
Trb Enterprises, Inc. · 2023
10
Hec Software, Inc. Employee Benefits Plannot reported in the loaded dataset
Hec Software, Inc. · 2023
11
Optconnect Management, LLC Welfare Benefit Plannot reported in the loaded dataset
Optconnect Management, LLC · 2023
12
Great Basin Industrial Group Medical Plannot reported in the loaded dataset
Great Basin Industrial · 2023
13
Wasatch Front Restoration Health & Welfare Benefit Plannot reported in the loaded dataset
Wasatch Front Restoration · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Kaysville, UT?: 13 plan(s) reported by 11 sponsor(s) are loaded for Kaysville, UT.