2023 Form 5500 filing — Wasatch Property Management 401(K) 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 20241011092245NAL0038296400001) for Wasatch Property Management 401(K) Plan, reported by Wasatch Property Management, Inc under EIN 87-0484108 and plan number 001. It reports 921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092245NAL0038296400001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wasatch Property Management, Inc
- EIN
- 87-0484108
- Plan number
- 001
- Location
- West Valley City, UT
- Participants
- 921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,833,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,833,397
- Employer contributions
- $446,045
- Participant contributions
- $2,157,915
- Total income / additions
- $7,336,860
- Benefits paid
- $2,509,946
- Administrative expenses
- $202,262
- Total expenses
- $2,820,821
- Net increase / (decrease)
- $4,516,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $77,437 | not reported in the loaded dataset |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $41,172 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $37,379 | $0 |
| Poulsen Vanleuven & Catmull Pa | AUDITOR | $19,750 | not reported in the loaded dataset |