How big is Upper Valley ENT & Allergy's plan?

Upper Valley ENT & Allergy's plan reported $1.3M in assets and 7 participants for 2022.

Original filing (PDF)20231010171055NAL0019278099001

Upper Valley ENT & Allergy

Name: Upper Valley ENT & Allergy — Form 5500 (2022)
Creator: Upper Valley ENT & Allergy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Upper Valley ENT & Allergy held $1.3M in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Upper Valley ENT & Allergy's EIN is 46-2093543.

EIN 46-2093543

Plan number 001

Plan year 2022

ACK ID 20231010171055NAL0019278099001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Upper Valley ENT & Allergy from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Upper Valley ENT & Allergy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER VALLEY ENT & ALLERGY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

UPPER VALLEY ENT & ALLERGY

EIN

all filings

Address

256 N. 2ND EAST, SUITE 2 · REXBURG, ID · 83440

Phone

(208) 656-9646

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator