Plan5500

Morgan, 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, Morgan, UT has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $44,223,635 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
3
Latest filing year
2023

What stands out in Morgan

  • 4 loaded plans hold $44.2M in reported assets across 3 sponsors.
  • The largest, Browning & Associates Savings Plan, holds 99% of reported Morgan plan assets.
  • Plans cover 526 participants — about 132 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$44.2MSummed across loaded plans$44,223,635
Total reported assets$44.2M$44,223,635
Total reported participants526
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$44.2M total assets
Net assets$44.2MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$1.3M
Total income / additions$8.9M
Expenses & distributions
Benefits paid / distributions$3.2M
Total expenses$3.2M
Net increase / (decrease)$5.7M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation1 / 4 (25%)

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

Morgan market comparison

Largest plan share of assets99%Browning & Associates Savings Plan
Participants per plan132Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Morgan

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

  1. 1
    Browning & Associates Savings Plan$43.6M
    Browning · 2023
  2. 2
    Kdb Enterprises, Inc. 401(K) Plan$602.7K
    Kdb Enterprises, Inc. · 2023
  3. 3
    Browning Health Insurance Plannot reported in the loaded dataset
    Browning · 2023
  4. 4
    Sidwell Air Freight, Inc.not reported in the loaded dataset
    Sidwell Air Freight, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Morgan, UT?
4 plan(s) reported by 3 sponsor(s) are loaded for Morgan, UT.

Related Form 5500 pages