Granger Medical Clinic, P.C. 401(K) And Profit Sharing Plan — Form 5500 plan (Granger Medical Clinic, P.C.)
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, Granger Medical Clinic, P.C. 401(K) And Profit Sharing Plan is a benefit plan reported by Granger Medical Clinic, P.C. under EIN 87-0284475 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,249 participants and $89,158,185 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Granger Medical Clinic, P.C.
- EIN
- 87-0284475
- Plan number
- 003
- Plan type
- 2
- Location
- West Jordan, UT
- Latest filing year
- 2023
- Participants
- 1,249
- End-of-year plan assets
- $89,158,185
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,249 | H, C | 20251107154050NAL0000401107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,158,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $89,158,185
- Net assets (BOY)
- $76,053,008
Income & contributions
- Employer contributions
- $3,430,639
- Participant contributions
- $4,360,207
- Total contributions
- $8,059,967
- Total income / additions
- $20,272,606
Expenses & distributions
- Benefits paid
- $6,931,496
- Administrative expenses
- $228,618
- Total expenses
- $7,167,429
- Net increase / (decrease)
- $13,105,177
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $130,593 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $75,290 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $22,810 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Granger Medical Clinic, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Jordan, UT
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation