Wasatch Property Management 401(K) Plan — Form 5500 plan (Wasatch Property Management, 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, Wasatch Property Management 401(K) Plan is a benefit plan reported by Wasatch Property Management, Inc under EIN 87-0484108 and plan number 001. The latest loaded filing year is 2023. The filing reports 921 participants and $30,833,397 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wasatch Property Management, Inc
- EIN
- 87-0484108
- Plan number
- 001
- Plan type
- 3
- Location
- West Valley City, UT
- Latest filing year
- 2023
- Participants
- 921
- End-of-year plan assets
- $30,833,397
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 921 | H, C | 20241011092245NAL0038296400001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,833,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,833,397
- Net assets (BOY)
- $26,317,358
Income & contributions
- Employer contributions
- $446,045
- Participant contributions
- $2,157,915
- Total contributions
- $2,902,669
- Total income / additions
- $7,336,860
Expenses & distributions
- Benefits paid
- $2,509,946
- Administrative expenses
- $202,262
- Total expenses
- $2,820,821
- Net increase / (decrease)
- $4,516,039
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $77,437 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $41,172 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $37,379 | $0 | 2023 |
| Poulsen Vanleuven & Catmull Pa | AUDITOR | $19,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wasatch Property Management, Inc
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Valley City, UT
- Kestra Investment Services LLC — Schedule C compensation
- Dwc Erisa Consultants LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Poulsen Vanleuven & Catmull Pa — Schedule C compensation