Canyon View Medical Group Lc 401k & Psp — Form 5500 plan (Canyon View Medical Group Lc)
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, Canyon View Medical Group Lc 401k & Psp is a benefit plan reported by Canyon View Medical Group Lc under EIN 84-1367175 and plan number 002. The latest loaded filing year is 2023. The filing reports 258 participants and $34,510,260 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Canyon View Medical Group Lc
- EIN
- 84-1367175
- Plan number
- 002
- Plan type
- 2
- Location
- Spanish Fork, UT
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $34,510,260
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241008172434NAL0018064097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,510,260
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,510,260
- Net assets (BOY)
- $28,617,555
Income & contributions
- Employer contributions
- $1,069,826
- Participant contributions
- $873,627
- Total contributions
- $2,049,057
- Total income / additions
- $7,028,328
Expenses & distributions
- Benefits paid
- $1,016,768
- Administrative expenses
- $118,855
- Total expenses
- $1,135,623
- Net increase / (decrease)
- $5,892,705
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trek Financial LLC | SERVICE PROVIDER | $0 | $47,836 | 2023 |
| Trusted Business Advisor Group | INVESTMENT ADVISORY PLAN | $18,558 | not reported in the loaded dataset | 2023 |