2023 Form 5500 filing — Utah Medical Products, Inc. 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724103842NAL0007353443001) for Utah Medical Products, Inc. 401(K) Retirement Plan, reported by Utah Medical Products, Inc. under EIN 87-0342734 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724103842NAL0007353443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utah Medical Products, Inc.
- EIN
- 87-0342734
- Plan number
- 001
- Location
- Midvale, UT
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,060,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,060,212
- Employer contributions
- $108,955
- Participant contributions
- $409,369
- Total income / additions
- $1,998,194
- Benefits paid
- $340,789
- Administrative expenses
- $325
- Total expenses
- $341,114
- Net increase / (decrease)
- $1,657,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $325 | $0 |