West Haven, 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, West Haven, UT has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $523,922 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in West Haven

  • 1 loaded plans hold $523.9K in reported assets across 1 sponsors.
  • The largest, Haight Bey 401k Plan & Trust, holds 100% of reported West Haven plan assets.
  • Plans cover 9 participants — about 9 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$523.9KSummed across loaded plans$523,922
Total reported assets$523.9K$523,922
Total reported participants9
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$523.9K total assets
Net assets$523.9KLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$89.1K
Total income / additions$127.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$5.1K
Net increase / (decrease)$122K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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

West Haven market comparison

Largest plan share of assets100%Haight Bey 401k Plan & Trust
Participants per plan9Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in West Haven

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

  1. 1
    Haight Bey & Associates, LLC · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for West Haven, UT?
1 plan(s) reported by 1 sponsor(s) are loaded for West Haven, UT.

Related Form 5500 pages