Plain-English plan 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, Pea(K) Utah'S Pooled Employer 401(K) Plan is a benefit plan reported by United 401(K) Plans, Inc. Dba under EIN 20-5321813 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,600 participants and $99,833,578 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,833,578
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,833,578
- Net assets (BOY)
- $68,192,734
Income & contributions
- Employer contributions
- $7,255,004
- Participant contributions
- $16,261,410
- Total contributions
- $25,038,004
- Total income / additions
- $39,054,453
Expenses & distributions
- Benefits paid
- $10,649,034
- Administrative expenses
- $573,176
- Total expenses
- $11,222,210
- Net increase / (decrease)
- $27,832,243