ALTABANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2013 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,932,855 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $853,693 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $744,147 |
| Value of total corrective distributions | 2013-12-31 | $28,896 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,049,646 |
| Value of total assets at end of year | 2013-12-31 | $21,794,151 |
| Value of total assets at beginning of year | 2013-12-31 | $18,714,989 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $80,650 |
| Total interest from all sources | 2013-12-31 | $16,832 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $563,415 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $563,415 |
| Administrative expenses professional fees incurred | 2013-12-31 | $1,455 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $953,285 |
| Participant contributions at end of year | 2013-12-31 | $462,594 |
| Participant contributions at beginning of year | 2013-12-31 | $436,635 |
| Participant contributions at end of year | 2013-12-31 | $31,929 |
| Participant contributions at beginning of year | 2013-12-31 | $28,574 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $186,632 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,079,162 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $21,794,151 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,714,989 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $79,195 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,338,998 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $15,189,419 |
| Interest on participant loans | 2013-12-31 | $16,832 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,408,043 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,628,253 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,295,463 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $7,499 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $909,729 |
| Employer contributions (assets) at end of year | 2013-12-31 | $552,587 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $432,108 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $744,147 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | TANNER LLC |
| Accountancy firm EIN | 2013-12-31 | 202253063 |
| 2012 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,407,593 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $683,320 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $592,077 |
| Value of total corrective distributions | 2012-12-31 | $18,525 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,667,292 |
| Value of total assets at end of year | 2012-12-31 | $18,714,989 |
| Value of total assets at beginning of year | 2012-12-31 | $15,990,716 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $72,718 |
| Total interest from all sources | 2012-12-31 | $19,070 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $686,981 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $686,981 |
| Administrative expenses professional fees incurred | 2012-12-31 | $800 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $890,721 |
| Participant contributions at end of year | 2012-12-31 | $436,635 |
| Participant contributions at beginning of year | 2012-12-31 | $484,110 |
| Participant contributions at end of year | 2012-12-31 | $28,574 |
| Participant contributions at beginning of year | 2012-12-31 | $27,766 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $16,371 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,724,273 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $18,714,989 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,990,716 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $71,918 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $15,189,419 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $12,662,649 |
| Interest on participant loans | 2012-12-31 | $19,070 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,628,253 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,655,215 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,017,514 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $16,736 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $760,200 |
| Employer contributions (assets) at end of year | 2012-12-31 | $432,108 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $160,976 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $592,077 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | TANNER LLC |
| Accountancy firm EIN | 2012-12-31 | 202253063 |
| 2011 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $804,777 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $474,416 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $402,677 |
| Value of total corrective distributions | 2011-12-31 | $4,119 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,218,996 |
| Value of total assets at end of year | 2011-12-31 | $15,990,716 |
| Value of total assets at beginning of year | 2011-12-31 | $15,660,355 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $67,620 |
| Total interest from all sources | 2011-12-31 | $23,387 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $440,197 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $440,197 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $774,421 |
| Participant contributions at end of year | 2011-12-31 | $484,110 |
| Participant contributions at beginning of year | 2011-12-31 | $388,579 |
| Participant contributions at end of year | 2011-12-31 | $27,766 |
| Participant contributions at beginning of year | 2011-12-31 | $27,342 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $191 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $330,361 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $15,990,716 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,660,355 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $66,620 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $12,662,649 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,653,211 |
| Interest on participant loans | 2011-12-31 | $23,387 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,655,215 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,430,520 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-877,803 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $444,384 |
| Employer contributions (assets) at end of year | 2011-12-31 | $160,976 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $160,703 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $402,677 |
| Contract administrator fees | 2011-12-31 | $1,000 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | TANNER LLC |
| Accountancy firm EIN | 2011-12-31 | 202253063 |
| 2010 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| 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 | $2,893,470 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,184,005 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,103,775 |
| Value of total corrective distributions | 2010-12-31 | $9,502 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,114,587 |
| Value of total assets at end of year | 2010-12-31 | $15,660,355 |
| Value of total assets at beginning of year | 2010-12-31 | $13,950,890 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $70,728 |
| Total interest from all sources | 2010-12-31 | $21,573 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $333,925 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $333,925 |
| Administrative expenses professional fees incurred | 2010-12-31 | $1,900 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $697,354 |
| Participant contributions at end of year | 2010-12-31 | $388,579 |
| Participant contributions at beginning of year | 2010-12-31 | $263,476 |
| Participant contributions at end of year | 2010-12-31 | $27,342 |
| Participant contributions at beginning of year | 2010-12-31 | $27,442 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $5,133 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $149 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,709,465 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $15,660,355 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,950,890 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $68,828 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,653,211 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $11,633,269 |
| Interest on participant loans | 2010-12-31 | $21,573 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,430,520 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,016,112 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,384,090 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $39,295 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $412,100 |
| Employer contributions (assets) at end of year | 2010-12-31 | $160,703 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $10,442 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,103,775 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | TANNER LLC |
| Accountancy firm EIN | 2010-12-31 | 202253063 |
| 2009 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |