Utah Cardiology, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Utah Cardiology, 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, Utah Cardiology, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Utah Cardiology, P.C. under EIN 87-0492272 and plan number 001. The latest loaded filing year is 2023. The filing reports 63 participants and $11,962,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Cardiology, P.C.
- EIN
- 87-0492272
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington, UT
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $11,962,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20240925152528NAL0014548721001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,962,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,962,975
- Net assets (BOY)
- $10,767,193
Income & contributions
- Employer contributions
- $372,281
- Participant contributions
- $352,511
- Total income / additions
- $2,410,096
Expenses & distributions
- Benefits paid
- $1,159,706
- Administrative expenses
- $54,608
- Total expenses
- $1,214,314
- Net increase / (decrease)
- $1,195,782
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.