2023 Form 5500 filing — Utah Cancer Specialists, P.C. 401(K) Profit Sharing 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 20241002125726NAL0008285201001) for Utah Cancer Specialists, P.C. 401(K) Profit Sharing Plan, reported by Utah Cancer Specialists, P.C. under EIN 87-0519691 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002125726NAL0008285201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utah Cancer Specialists, P.C.
- EIN
- 87-0519691
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,912,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,912,389
- Employer contributions
- $2,096,841
- Participant contributions
- $1,319,453
- Total income / additions
- $10,191,728
- Benefits paid
- $1,938,556
- Administrative expenses
- $96,051
- Total expenses
- $2,034,607
- Net increase / (decrease)
- $8,157,121
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | INVEST ADVISOR | $79,964 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $17,036 | $0 |
| Pensions Plus Inc | CONTRACT ADM | $5,700 | not reported in the loaded dataset |