2023 Form 5500 filing — Deseret Mutual Puerto Rico Thrift 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 20240726094856NAL0015247681001) for Deseret Mutual Puerto Rico Thrift Plan, reported by Deseret Mutual Benefit Administrators under EIN 87-0440163 and plan number 005. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.5MReported net assets$1,498,650
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240726094856NAL0015247681001
- Plan sponsor
- Deseret Mutual Benefit Administrators
- EIN
- 87-0440163
- Plan number
- 005
- Location
- Salt Lake City, UT
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $1,498,650
- Net assets (EOY)
- $1,498,650
- Employer contributions
- $91,547
- Participant contributions
- $54,971
- Total income / additions
- $327,287
- Benefits paid
- $95,191
- Total expenses
- $95,691
- Net increase / (decrease)
- $231,596