Plan5500

Smithfield, 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, Smithfield, UT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $641,745 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 Smithfield

  • 3 loaded plans hold $641.7K in reported assets across 3 sponsors.
  • The largest, Bear Lake Sunrise, Inc. 401(K) Plan, holds 54% of reported Smithfield plan assets.
  • Plans cover 44 participants — about 15 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$1,126,793
Total reported assets$641.7K$641,745
Total reported participants44
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$641.7K total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$1.4K
Participant contributions$31.4K
Total income / additions$268.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$120
Net increase / (decrease)$268.1K

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 Smithfield, 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

Smithfield market comparison

Largest plan share of assets54%Bear Lake Sunrise, Inc. 401(K) Plan
Participants per plan15Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Smithfield

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

  1. 1
    Bear Lake Sunrise, Inc. 401(K) Plan$345.2K
    Bear Lake Sunrise, Inc. · 2023
  2. 2
    Today P&D Inc. 401(K) Plan$158.9K
    Today P&D Inc. · 2023
  3. 3
    Edwards Fine Art 401(K) Plan$137.7K
    Edwards Fine Art · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages