Back to filter
Original filing (PDF)20231010171055NAL0019278099001
UPPER VALLEY ENT & ALLERGY
Form 5500-SF
FILING_RECEIVED
UPPER VALLEY ENT & ALLERGY
401(k) retirement plan
Active participants
7
Accounts w/ balance
14
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPPER VALLEY ENT & ALLERGY.
Plan sponsor
Name
UPPER VALLEY ENT & ALLERGY
EIN
46-2093543
Address
256 N. 2ND EAST, SUITE 2 · REXBURG, ID · 83440
Phone
(208) 656-9646
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
PAULO A. RIBEIRO M.D., P.A.
PAULO A. RIBEIRO M.D., P.A. DEFINED BENEFIT PENSION PLAN
$1.3M · 2 participants
MOHAMED H. MERGHANI-CHARLOTTE MCNIE
MCM PEDIATRIC AND ADOLESCENT 401(K) PROFIT SHARING PLAN
$1.3M · 14 participants
VIMALI PAUL MD INC
VIMALI PAUL MD INC 401K PLAN
$1.3M · 6 participants
TRAUMA TEAM RESEARCH GROUP, INC
TTRG, INC 401(K) PS PLAN
$1.3M · 5 participants
PEDIATRIC & NEONATAL SPECIALISTS
PEDIATRIC & NEONATAL SPECIALISTS PSC 401(K) PS PLAN
$1.3M · 11 participants
DERMATOLOGY AND COSMETIC SURGERY OF DUBLIN, INC.
DERMATOLOGY & COSMETIC SURGERY OF DUBLIN, INC. CASH BALANCE PLAN
$1.3M · 5 participants
Large plans in Idaho
ALBERTSONS COMPANIES, INC.
ALBERTSONS COMPANIES MASTER TRUST
$8.0B
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
MICRON TECHNOLOGY, INC.
MICRON TECHNOLOGY INC. RETIREMENT AT MICRON (RAM) PLAN
$3.7B · 9,878 participants
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
$2.3B · 6,632 participants
BATTELLE ENERGY ALLIANCE, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN
$2.1B · 930 participants
J.R. SIMPLOT COMPANY
SIMPLOT RETIREMENT SAVINGS PLAN
$1.6B · 9,014 participants