Utah Cancer Specialists, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Utah Cancer Specialists, 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 Cancer Specialists, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Utah Cancer Specialists, P.C. under EIN 87-0519691 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $46,912,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah Cancer Specialists, P.C.
- EIN
- 87-0519691
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 305
- End-of-year plan assets
- $46,912,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 305 | H, C | 20241002125726NAL0008285201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,912,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,912,389
- Net assets (BOY)
- $38,755,268
Income & contributions
- Employer contributions
- $2,096,841
- Participant contributions
- $1,319,453
- Total contributions
- $3,455,362
- Total income / additions
- $10,191,728
Expenses & distributions
- Benefits paid
- $1,938,556
- Administrative expenses
- $96,051
- Total expenses
- $2,034,607
- Net increase / (decrease)
- $8,157,121
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates Inc | INVEST ADVISOR | $79,964 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $17,036 | $0 | 2023 |
| Pensions Plus Inc | CONTRACT ADM | $5,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utah Cancer Specialists, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Raymond James & Associates Inc — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Pensions Plus Inc — Schedule C compensation