Central Utah Telephone, Inc. Profit Sharing Plan — Form 5500 plan (Central Utah Telephone, Inc.)

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, Central Utah Telephone, Inc. Profit Sharing Plan is a benefit plan reported by Central Utah Telephone, Inc. under EIN 87-0258063 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $20,792,735 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Utah Telephone, Inc.
EIN
87-0258063
Plan number
001
Plan type
2
Location
Fairview, UT
Latest filing year
2023
Participants
157
End-of-year plan assets
$20,792,735

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20250624164858NAL0004172419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,792,735
Total liabilities (EOY)
$0
Net assets (EOY)
$20,792,735
Net assets (BOY)
$17,766,212

Income & contributions

Employer contributions
$695,118
Participant contributions
$779,157
Total contributions
$1,474,275
Total income / additions
$4,225,062

Expenses & distributions

Benefits paid
$1,180,142
Administrative expenses
$18,397
Total expenses
$1,198,539
Net increase / (decrease)
$3,026,523

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lee Cpa Audit GroupNONE$10,500not reported in the loaded dataset2023
Morningstar Investment Management,NONE$5,487not reported in the loaded dataset2023
Charles Schwab BankNONE$0$02023

Related Form 5500 pages