Plan5500

Mountain Green, 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, Mountain Green, UT has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $1,233,845 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 Mountain Green

  • 2 loaded plans hold $1.2M in reported assets across 2 sponsors.
  • The largest, Tst Holdings 401k Trust, holds 64% of reported Mountain Green plan assets.
  • Plans cover 2 participants — about 1 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$1.2MSummed across loaded plans$1,233,845
Total reported assets$1.2M$1,233,845
Total reported participants2
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$562.8K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$562.8K

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 Mountain Green, 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

Mountain Green market comparison

Largest plan share of assets64%Tst Holdings 401k Trust
Participants per plan1Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Mountain Green

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

  1. 1
    Tst Holdings 401k Trust$785.4K
    Tst Holdings LLC 401k Trust · 2023
  2. 2
    Cp2 Ventures, Inc. 401(K) Profit Sharing Plan$448.4K
    Cp2 Ventures, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages