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TAX DEFERRED ANNUITY PLAN OF UTAH CLEAN ENERGY ALLIANCE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UTAH CLEAN ENERGY ALLIANCE, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF UTAH CLEAN ENERGY ALLIANCE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UTAH CLEAN ENERGY ALLIANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:UTAH CLEAN ENERGY ALLIANCE, INC.
Employer identification number (EIN):371438788
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UTAH CLEAN ENERGY ALLIANCE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LORIE DUDLEY2024-07-17
0012022-01-01REBECCA TITZE2023-07-30
0012021-01-01REBECCA TITZE2022-07-28
0012020-01-01REBECCA NELSON2021-07-29
0012019-01-01REBECCA NELSON2020-10-13
0012018-01-01REBECCA NELSON2019-10-15
0012017-01-01REBECCA NELSON2018-08-03 REBECCA NELSON2018-08-03
0012016-01-01REBECCA A.T. NELSON2017-05-04 REBECCA A.T. NELSON2017-05-04
0012015-01-01REBECCA A.T. NELSON2016-08-01 REBECCA A.T. NELSON2016-08-01
0012014-01-01REBECCA A.T. NELSON2015-10-15 REBECCA A.T. NELSON2015-10-15
0012013-01-01REBECCA NELSON, ASSISTANT DIRECTOR2014-07-24 REBECCA NELSON, ASSISTANT DIRECTOR2014-07-24
0012012-01-01REBECCA NELSON, ASSISTANT DIRECTOR2013-07-31 REBECCA NELSON, ASSISTANT DIRECTOR2013-07-31
0012011-01-01REBECCA NELSON, ASSISTANT DIRECTOR2012-07-24 REBECCA NELSON, ASSISTANT DIRECTOR2012-07-24
0012010-01-01REBECCA NELSON2011-08-01 REBECCA NELSON2011-08-01

Financial Data on TAX DEFERRED ANNUITY PLAN OF UTAH CLEAN ENERGY ALLIANCE, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UTAH CLEAN ENERGY ALLIANCE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-110
Total liabilities as of the end of the plan year2025-06-110
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-1130662
Net assets as of the end of the plan year2025-06-11820413
Total assets as of the beginning of the plan year2025-06-11659181
Value of plan covered by a fidelity bond2025-06-1190000
Participant contributions to plan in this plan year2025-06-1184062
Value of participant loans at end of plan year2025-06-1167672
Other expenses paid from plan in this plan year2025-06-1192
Other contributions to plan in this plan year2025-06-110
Other income to plan in this plan year2025-06-11107832
Plan net income in this plan year2025-06-11161232
Net assets as of the end of the plan year2025-06-11820413
Net assets as of the beginning of the plan year2025-06-11659181
Employer contributions to plan in this plan year2025-06-110
Fees paid to broker by Benefit Provider2025-06-11124
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1156
2024 : TAX DEFERRED ANNUITY PLAN OF UTAH CLEAN ENERGY ALLIANCE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1717162
Net assets as of the end of the plan year2024-07-17659181
Total assets as of the beginning of the plan year2024-07-17535664
Value of plan covered by a fidelity bond2024-07-1770000
Participant contributions to plan in this plan year2024-07-1761264
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1779415
Plan net income in this plan year2024-07-17123517
Net assets as of the end of the plan year2024-07-17659181
Net assets as of the beginning of the plan year2024-07-17535664
Employer contributions to plan in this plan year2024-07-170
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-170

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