Plan5500

Mona, 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, Mona, UT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $217,017 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 Mona

  • 2 loaded plans hold $217K in reported assets across 2 sponsors.
  • The largest, Newton Construction Profit Sharing Plan And Trust, holds 100% of reported Mona plan assets.
  • Plans cover 15 participants — about 8 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$217KSummed across loaded plans$217,017
Total reported assets$217K$217,017
Total reported participants15
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$217K total assets
Net assets$217KLiabilities—
Contributions & income
Employer contributions$100K
Participant contributionsNot reported
Total income / additions$113K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$113K

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 Mona, 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

Mona market comparison

Largest plan share of assets100%Newton Construction Profit Sharing Plan And Trust
Participants per plan8Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mona

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

  1. 1
    Newton Construction Profit Sharing Plan And Trust$217K
    Newton Construction Company Inc. · 2023
  2. 2
    Grand Mesa Electric Profit Sharing Plan And Trust$0
    Grand Mesa Electric LLC · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages