Plan5500

Roy, 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, Roy, UT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $2,234,989 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Roy

  • 3 loaded plans hold $2.2M in reported assets across 3 sponsors.
  • The largest, Kk Mechanical 401(K) Salary Reduction Plan And Trust, holds 85% of reported Roy plan assets.
  • Plans cover 159 participants — about 53 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$2.2MSummed across loaded plans$2,229,422
Total reported assets$2.2M$2,234,989
Total reported participants159
Total reported liabilities$5.6K$5,567

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities$5.6K
Contributions & income
Employer contributions$30.6K
Participant contributions$93.2K
Total income / additions$301.8K
Expenses & distributions
Benefits paid / distributions$236K
Total expenses$250.5K
Net increase / (decrease)$51.2K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

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

Roy market comparison

Largest plan share of assets85%Kk Mechanical 401(K) Salary Reduction Plan And Trust
Participants per plan53Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Roy

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

  1. 1
    Kk Mechanical 401(K) Salary Reduction Plan And Trust$1.9M
    Kk Mechanical Inc. · 2023
  2. 2
    Anant & Ananya Corporation Profit Sharing Plan$241.5K
    Anant & Ananya Corporation · 2023
  3. 3
    Total Quality Systems, Inc. Esop$98.9K
    Total Quality Systems, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages