Utah Medical Products, Inc. 401(K) Retirement Plan — Form 5500 plan (Utah Medical Products, 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, Utah Medical Products, Inc. 401(K) Retirement Plan is a benefit plan reported by Utah Medical Products, Inc. under EIN 87-0342734 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $11,060,212 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Utah Medical Products, Inc.
EIN
87-0342734
Plan number
001
Plan type
2
Location
Midvale, UT
Latest filing year
2023
Participants
144
End-of-year plan assets
$11,060,212

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20240724103842NAL0007353443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,060,212
Total liabilities (EOY)
$0
Net assets (EOY)
$11,060,212
Net assets (BOY)
$9,403,132

Income & contributions

Employer contributions
$108,955
Participant contributions
$409,369
Total contributions
$518,324
Total income / additions
$1,998,194

Expenses & distributions

Benefits paid
$340,789
Administrative expenses
$325
Total expenses
$341,114
Net increase / (decrease)
$1,657,080

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$325$02023

Related Form 5500 pages