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MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameMOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST
Plan identification number 001

MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MOUNTAIN WEST FINANCIAL CORP. has sponsored the creation of one or more 401k plans.

Company Name:MOUNTAIN WEST FINANCIAL CORP.
Employer identification number (EIN):810496772
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01STEVEN MAASCH2015-11-19
0012014-01-01STEVEN MAASCH
0012013-01-01RICHARD MORGAN
0012012-01-01RICHARD MORGAN
0012011-01-01RICHARD MORGAN
0012010-01-01RICHARD MORGAN
0012009-01-01RICHARD M. MORGAN
0012009-01-01RICHARD M. MORGAN
0012009-01-01RICHARD MORGAN

Plan Statistics for MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01231
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01234
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01234
Number of participants with account balances2013-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01228
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01233
Number of participants with account balances2012-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01239
Total number of active participants reported on line 7a of the Form 55002011-01-01183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01223
Number of participants with account balances2011-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2010: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01292
Total number of active participants reported on line 7a of the Form 55002010-01-01202
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01239
Number of participants with account balances2010-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0117
2009: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01302
Total number of active participants reported on line 7a of the Form 55002009-01-01240
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01289
Number of participants with account balances2009-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST

Measure Date Value
2014 : MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$96,098
Total unrealized appreciation/depreciation of assets2014-12-31$96,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,137
Total income from all sources (including contributions)2014-12-31$926,043
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,366,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,329,391
Expenses. Certain deemed distributions of participant loans2014-12-31$861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$428,162
Value of total assets at end of year2014-12-31$211,592
Value of total assets at beginning of year2014-12-31$8,646,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$36,398
Total interest from all sources2014-12-31$5,484
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$74,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$66,376
Administrative expenses professional fees incurred2014-12-31$31,694
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$263,628
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$314,616
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$333
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$30
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$10,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,137
Total non interest bearing cash at end of year2014-12-31$8,132
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-8,440,607
Value of net assets at end of year (total assets less liabilities)2014-12-31$201,380
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,641,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$203,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,151,585
Interest on participant loans2014-12-31$5,484
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$646,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$321,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$260,280
Contributions received in cash from employer2014-12-31$164,201
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$273,184
Income. Dividends from common stock2014-12-31$8,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,329,391
Contract administrator fees2014-12-31$4,704
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$58,231
Total unrealized appreciation/depreciation of assets2013-12-31$58,231
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,364
Total income from all sources (including contributions)2013-12-31$2,253,997
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$636,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$618,270
Value of total corrective distributions2013-12-31$9,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$776,375
Value of total assets at end of year2013-12-31$8,646,124
Value of total assets at beginning of year2013-12-31$7,034,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,882
Total interest from all sources2013-12-31$8,567
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$425,498
Participant contributions at end of year2013-12-31$314,616
Participant contributions at beginning of year2013-12-31$307,155
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$75,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$4,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,617,162
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,641,987
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,024,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,151,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,896,637
Interest on participant loans2013-12-31$8,567
Value of interest in common/collective trusts at end of year2013-12-31$646,459
Value of interest in common/collective trusts at beginning of year2013-12-31$408,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,410,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$260,280
Assets. Invements in employer securities at beginning of year2013-12-31$201,717
Contributions received in cash from employer2013-12-31$275,000
Employer contributions (assets) at end of year2013-12-31$273,184
Employer contributions (assets) at beginning of year2013-12-31$220,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$618,270
Contract administrator fees2013-12-31$4,132
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JCCS, P.C.
Accountancy firm EIN2013-12-31810348775
2012 : MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$49,943
Total unrealized appreciation/depreciation of assets2012-12-31$49,943
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,637
Total income from all sources (including contributions)2012-12-31$1,535,070
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,358,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,342,120
Value of total corrective distributions2012-12-31$770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$665,812
Value of total assets at end of year2012-12-31$7,034,189
Value of total assets at beginning of year2012-12-31$6,869,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,155
Total interest from all sources2012-12-31$11,032
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$439
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$445,147
Participant contributions at end of year2012-12-31$307,155
Participant contributions at beginning of year2012-12-31$397,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$21,637
Administrative expenses (other) incurred2012-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$177,025
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,024,825
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,847,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,896,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,204,329
Interest on participant loans2012-12-31$11,032
Value of interest in common/collective trusts at end of year2012-12-31$408,015
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$808,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$201,717
Assets. Invements in employer securities at beginning of year2012-12-31$155,867
Contributions received in cash from employer2012-12-31$220,665
Employer contributions (assets) at end of year2012-12-31$220,665
Employer contributions (assets) at beginning of year2012-12-31$111,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,342,120
Contract administrator fees2012-12-31$14,715
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JCCS, P.C.
Accountancy firm EIN2012-12-31810348775
2011 : MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$29,309
Total unrealized appreciation/depreciation of assets2011-12-31$29,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,127
Total income from all sources (including contributions)2011-12-31$393,976
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$953,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$921,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$535,605
Value of total assets at end of year2011-12-31$6,869,437
Value of total assets at beginning of year2011-12-31$7,428,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,129
Total interest from all sources2011-12-31$13,133
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$31,129
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$416,485
Participant contributions at end of year2011-12-31$397,795
Participant contributions at beginning of year2011-12-31$440,726
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$2,029
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$21,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$21,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-559,074
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,847,800
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,406,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,204,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,858,687
Interest on participant loans2011-12-31$13,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-184,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$155,867
Assets. Invements in employer securities at beginning of year2011-12-31$126,559
Contributions received in cash from employer2011-12-31$111,446
Employer contributions (assets) at end of year2011-12-31$111,446
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$921,921
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GALUSHA HIGGINS AND GALUSHA
Accountancy firm EIN2011-12-31810272932
2010 : MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-6,661
Total unrealized appreciation/depreciation of assets2010-12-31$-6,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$21,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,296,086
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$788,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$756,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$467,147
Value of total assets at end of year2010-12-31$7,428,001
Value of total assets at beginning of year2010-12-31$6,898,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$31,347
Total interest from all sources2010-12-31$12,137
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$463,602
Participant contributions at end of year2010-12-31$440,726
Participant contributions at beginning of year2010-12-31$334,758
Participant contributions at end of year2010-12-31$2,029
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$21,127
Administrative expenses (other) incurred2010-12-31$31,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$508,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,406,874
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,898,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,858,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,288,148
Interest on participant loans2010-12-31$12,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$823,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$126,559
Assets. Invements in employer securities at beginning of year2010-12-31$133,220
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$142,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$756,739
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GALUSHA HIGGINS AND GALUSHA
Accountancy firm EIN2010-12-31810272932

Form 5500 Responses for MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST

2014: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MOUNTAIN WEST FINANCIAL CORP. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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