PARK CITY CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PARK CITY CREDIT UNION CAPITAL ACCUMULATION PLAN
| Measure | Date | Value |
|---|
| 2025 : PARK CITY CREDIT UNION CAPITAL ACCUMULATION PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-10 | 678357 |
| Net assets as of the end of the plan year | 2025-09-10 | 6489859 |
| Total assets as of the beginning of the plan year | 2025-09-10 | 5574372 |
| Value of plan covered by a fidelity bond | 2025-09-10 | 350000 |
| Participant contributions to plan in this plan year | 2025-09-10 | 393339 |
| Other income to plan in this plan year | 2025-09-10 | 852441 |
| Plan net income in this plan year | 2025-09-10 | 915487 |
| Net assets as of the end of the plan year | 2025-09-10 | 6489859 |
| Net assets as of the beginning of the plan year | 2025-09-10 | 5574372 |
| Employer contributions to plan in this plan year | 2025-09-10 | 348064 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-10 | 31581 |
| 2024 : PARK CITY CREDIT UNION CAPITAL ACCUMULATION PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-30 | 1965114 |
| Net assets as of the end of the plan year | 2024-07-30 | 5574372 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 6007617 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 5000000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 358921 |
| Other contributions to plan in this plan year | 2024-07-30 | 3218 |
| Other income to plan in this plan year | 2024-07-30 | 830763 |
| Plan net income in this plan year | 2024-07-30 | -433245 |
| Net assets as of the end of the plan year | 2024-07-30 | 5574372 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 6007617 |
| Employer contributions to plan in this plan year | 2024-07-30 | 338967 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 32312 |
| 2021 : PARK CITY CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $75,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,332,624 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $192,126 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $155,976 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $571,028 |
| Value of total assets at end of year | 2021-12-31 | $6,545,345 |
| Value of total assets at beginning of year | 2021-12-31 | $5,404,847 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $36,150 |
| Total interest from all sources | 2021-12-31 | $14,780 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $199,088 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $199,088 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $279,415 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $21,640 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,140,498 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,545,345 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,404,847 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $24,571 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,832,993 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,696,382 |
| Interest earned on other investments | 2021-12-31 | $14,780 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $712,352 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,708,465 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $547,728 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $269,973 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $155,976 |
| Contract administrator fees | 2021-12-31 | $11,579 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : PARK CITY CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,179,022 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $226,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $188,310 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $495,352 |
| Value of total assets at end of year | 2020-12-31 | $5,404,847 |
| Value of total assets at beginning of year | 2020-12-31 | $4,452,694 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $38,559 |
| Total interest from all sources | 2020-12-31 | $12,782 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $79,369 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $79,369 |
| Administrative expenses professional fees incurred | 2020-12-31 | $53 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $232,160 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $18,417 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $952,153 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,404,847 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,452,694 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $18,759 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,696,382 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,790,052 |
| Interest earned on other investments | 2020-12-31 | $12,782 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $545,030 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,708,465 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $117,612 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $680,960 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $-89,441 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $244,775 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $188,310 |
| Contract administrator fees | 2020-12-31 | $19,747 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN, LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : PARK CITY CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,207,541 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $148,759 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $117,085 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $377,581 |
| Value of total assets at end of year | 2019-12-31 | $4,452,694 |
| Value of total assets at beginning of year | 2019-12-31 | $3,393,912 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $31,674 |
| Total interest from all sources | 2019-12-31 | $3,419 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $73,313 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $73,313 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $4,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $176,336 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,058,782 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,452,694 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,393,912 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $31,283 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $3,790,052 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,806,277 |
| Interest earned on other investments | 2019-12-31 | $3,419 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $545,030 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $460,513 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $117,612 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $127,122 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $662,947 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $90,281 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $201,245 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $117,085 |
| Contract administrator fees | 2019-12-31 | $391 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
