Plan5500

Saratoga Springs, 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, Saratoga Springs, UT has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,057,763 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Saratoga Springs

  • 5 loaded plans hold $1.1M in reported assets across 5 sponsors.
  • The largest, Omnia Ventures, Inc. 401(K) Profit Sharing Plan, holds 72% of reported Saratoga Springs plan assets.
  • Plans cover 7 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$1.1MSummed across loaded plans$1,057,763
Total reported assets$1.1M$1,057,763
Total reported participants7
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions-$649.3K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$247
Net increase / (decrease)-$649.6K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

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

Saratoga Springs market comparison

Largest plan share of assets72%Omnia Ventures, Inc. 401(K) Profit Sharing Plan
Participants per plan1Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Saratoga Springs

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

  1. 1
    Omnia Ventures, Inc. 401(K) Profit Sharing Plan$758.3K
    Omnia Ventures, Inc. · 2023
  2. 2
    Modern Home Services Corp. 401(K) Plan$160.3K
    Modern Home Services Corp. · 2023
  3. 3
    Sevenly Co. 401(K) Plan$136.1K
    Sevenly Co. · 2023
  4. 4
    Caliute, Inc. Pension Transfer Trust Plan$3.1K
    Caliute, Inc. · 2023
  5. 5
    Ensign Point, Inc. 401(K) Plan$0
    Ensign Point, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Saratoga Springs, UT?
5 plan(s) reported by 5 sponsor(s) are loaded for Saratoga Springs, UT.

Related Form 5500 pages