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UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameUTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN
Plan identification number 003

UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

UTAH COMMUNITY CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:UTAH COMMUNITY CREDIT UNION
Employer identification number (EIN):870231088
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032016-01-01DARYL CHANDLER, TRUSTEE
0032015-01-01DARYL CHANDLER, TRUSTEE
0032014-01-01DARYL CHANDLER, TRUSTEE
0032013-01-01DARYL CHANDLER
0032012-01-01DARYL CHANDLER
0032011-01-01DARYL CHANDLER
0032010-01-01DARYL CHANDLER
0032009-01-01DARYL CHANDLER
0032009-01-01DARYL CHANDLER

Plan Statistics for UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01647
Total number of active participants reported on line 7a of the Form 55002022-01-01472
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01174
Total of all active and inactive participants2022-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01646
Number of participants with account balances2022-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0143
2021: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01586
Total number of active participants reported on line 7a of the Form 55002021-01-01498
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01149
Total of all active and inactive participants2021-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01647
Number of participants with account balances2021-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0140
2016: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01395
Total number of active participants reported on line 7a of the Form 55002016-01-01232
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01191
Total of all active and inactive participants2016-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01423
Number of participants with account balances2016-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01371
Total number of active participants reported on line 7a of the Form 55002015-01-01222
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01173
Total of all active and inactive participants2015-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01395
Number of participants with account balances2015-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01362
Total number of active participants reported on line 7a of the Form 55002014-01-01208
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01163
Total of all active and inactive participants2014-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01371
Number of participants with account balances2014-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01358
Total number of active participants reported on line 7a of the Form 55002013-01-01200
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01162
Total of all active and inactive participants2013-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01362
Number of participants with account balances2013-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01351
Total number of active participants reported on line 7a of the Form 55002012-01-01195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01163
Total of all active and inactive participants2012-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01358
Number of participants with account balances2012-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01374
Total number of active participants reported on line 7a of the Form 55002011-01-01199
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01152
Total of all active and inactive participants2011-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01351
Number of participants with account balances2011-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01302
Total number of active participants reported on line 7a of the Form 55002010-01-01198
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01141
Total of all active and inactive participants2010-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01339
Number of participants with account balances2010-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01247
Total number of active participants reported on line 7a of the Form 55002009-01-01171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01117
Total of all active and inactive participants2009-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01288
Number of participants with account balances2009-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,551,376
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,169,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,065,850
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,128,114
Value of total assets at end of year2022-12-31$26,702,385
Value of total assets at beginning of year2022-12-31$33,423,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$103,645
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$16
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$629,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$629,425
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,120,797
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$103,645
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-6,720,871
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,702,385
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,423,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,673,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,381,907
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,027,549
Value of interest in common/collective trusts at beginning of year2022-12-31$945,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,323,810
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$14,879
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$31
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,094,432
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,065,850
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SQUIRE & CO., PC
Accountancy firm EIN2022-12-31870343246
2021 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,106,713
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,706,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,605,871
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$97
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,088,306
Value of total assets at end of year2021-12-31$33,423,256
Value of total assets at beginning of year2021-12-31$28,023,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$100,603
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$810,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$810,071
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,894,457
Amount contributed by the employer to the plan for this plan year2021-12-31$1,894,457
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,130,544
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$63,305
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$100,603
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$5,400,142
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,423,256
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,023,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,381,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,767,615
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$0
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$945,156
Value of interest in common/collective trusts at beginning of year2021-12-31$1,085,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,761
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,196,055
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$12,281
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,894,457
Employer contributions (assets) at end of year2021-12-31$2,094,432
Employer contributions (assets) at beginning of year2021-12-31$2,168,368
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,605,871
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SQUIRE & CO., PC
Accountancy firm EIN2021-12-31870343246
2016 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$820,121
Total unrealized appreciation/depreciation of assets2016-12-31$820,121
Total income from all sources (including contributions)2016-12-31$2,157,462
Total of all expenses incurred2016-12-31$295,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$293,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,223,191
Value of total assets at end of year2016-12-31$16,089,855
Value of total assets at beginning of year2016-12-31$14,228,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,862
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$114,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,223,191
Amount contributed by the employer to the plan for this plan year2016-12-31$1,223,191
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,861,717
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,089,855
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,228,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$10,707,280
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,489,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,998,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,400,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,223,191
Employer contributions (assets) at end of year2016-12-31$1,383,731
Employer contributions (assets) at beginning of year2016-12-31$1,338,401
Income. Dividends from common stock2016-12-31$114,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$293,883
Contract administrator fees2016-12-31$1,862
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SQUIRE & CO., PC
Accountancy firm EIN2016-12-31870343246
2015 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-85,218
Total unrealized appreciation/depreciation of assets2015-12-31$-85,218
Total income from all sources (including contributions)2015-12-31$1,399,872
Total of all expenses incurred2015-12-31$822,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$821,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,382,009
Value of total assets at end of year2015-12-31$14,228,138
Value of total assets at beginning of year2015-12-31$13,651,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,760
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$103,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,338,401
Amount contributed by the employer to the plan for this plan year2015-12-31$1,338,401
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$43,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$576,905
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,228,138
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,651,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$9,489,368
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,967,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,400,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,522,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,338,401
Employer contributions (assets) at end of year2015-12-31$1,338,401
Employer contributions (assets) at beginning of year2015-12-31$1,160,499
Income. Dividends from common stock2015-12-31$103,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$821,207
Contract administrator fees2015-12-31$1,760
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SQUIRE & CO., PC
Accountancy firm EIN2015-12-31870343246
2014 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$578,793
Total unrealized appreciation/depreciation of assets2014-12-31$578,793
Total income from all sources (including contributions)2014-12-31$1,842,718
Total of all expenses incurred2014-12-31$246,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$245,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,161,262
Value of total assets at end of year2014-12-31$13,651,233
Value of total assets at beginning of year2014-12-31$12,054,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,001
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$102,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,160,499
Amount contributed by the employer to the plan for this plan year2014-12-31$1,160,499
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
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$1,596,259
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,651,233
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,054,974
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 pooled separate accounts at end of year2014-12-31$8,967,919
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,682,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,522,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,291,562
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
Contributions received in cash from employer2014-12-31$1,161,262
Employer contributions (assets) at end of year2014-12-31$1,160,499
Employer contributions (assets) at beginning of year2014-12-31$1,081,136
Income. Dividends from common stock2014-12-31$102,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$245,458
Contract administrator fees2014-12-31$1,001
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 name2014-12-31SQUIRE & CO., PC
Accountancy firm EIN2014-12-31870343246
2013 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,469,264
Total unrealized appreciation/depreciation of assets2013-12-31$1,469,264
Total income from all sources (including contributions)2013-12-31$2,637,194
Total of all expenses incurred2013-12-31$836,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$836,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,081,136
Value of total assets at end of year2013-12-31$12,054,974
Value of total assets at beginning of year2013-12-31$10,254,610
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$86,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,081,136
Amount contributed by the employer to the plan for this plan year2013-12-31$1,081,136
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$1,800,364
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,054,974
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,254,610
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 beginning of year2013-12-31$8,707,773
Value of interest in pooled separate accounts at end of year2013-12-31$7,682,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$479,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$479,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,291,562
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
Contributions received in cash from employer2013-12-31$1,081,136
Employer contributions (assets) at end of year2013-12-31$1,081,136
Employer contributions (assets) at beginning of year2013-12-31$1,066,952
Income. Dividends from common stock2013-12-31$86,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$836,830
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 name2013-12-31SQUIRE & CO., PC
Accountancy firm EIN2013-12-31870343246
2012 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$758,402
Total unrealized appreciation/depreciation of assets2012-12-31$758,402
Total income from all sources (including contributions)2012-12-31$1,892,176
Total of all expenses incurred2012-12-31$442,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$442,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,066,952
Value of total assets at end of year2012-12-31$10,254,610
Value of total assets at beginning of year2012-12-31$8,804,588
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$66,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$1,265
Minimum employer required contribution for this plan year2012-12-31$1,068,217
Amount contributed by the employer to the plan for this plan year2012-12-31$1,066,952
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$1,450,022
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,254,610
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,804,588
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$8,707,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,198,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$479,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$609,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$609,522
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
Contributions received in cash from employer2012-12-31$1,066,952
Employer contributions (assets) at end of year2012-12-31$1,066,952
Employer contributions (assets) at beginning of year2012-12-31$996,600
Income. Dividends from common stock2012-12-31$66,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$442,154
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SQUIRE & CO., PC
Accountancy firm EIN2012-12-31870343246
2011 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-148,453
Total unrealized appreciation/depreciation of assets2011-12-31$-148,453
Total income from all sources (including contributions)2011-12-31$902,571
Total of all expenses incurred2011-12-31$171,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$171,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$996,600
Value of total assets at end of year2011-12-31$8,804,588
Value of total assets at beginning of year2011-12-31$8,073,318
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$54,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$996,602
Amount contributed by the employer to the plan for this plan year2011-12-31$996,602
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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$731,270
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,804,588
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,073,318
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$7,198,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,758,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$609,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$327,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$327,030
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
Contributions received in cash from employer2011-12-31$996,600
Employer contributions (assets) at end of year2011-12-31$996,600
Employer contributions (assets) at beginning of year2011-12-31$987,739
Income. Dividends from common stock2011-12-31$54,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$171,301
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 name2011-12-31SQUIRE & CO., PC
Accountancy firm EIN2011-12-31870343246
2010 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$691,052
Total unrealized appreciation/depreciation of assets2010-12-31$691,052
Total income from all sources (including contributions)2010-12-31$1,733,304
Total of all expenses incurred2010-12-31$195,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$195,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$990,486
Value of total assets at end of year2010-12-31$8,073,318
Value of total assets at beginning of year2010-12-31$6,535,332
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$51,766
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$6,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$987,739
Amount contributed by the employer to the plan for this plan year2010-12-31$987,739
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$1,537,986
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,073,318
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,535,332
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$6,758,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,275,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$327,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$366,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$366,731
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
Contributions received in cash from employer2010-12-31$990,486
Employer contributions (assets) at end of year2010-12-31$987,739
Employer contributions (assets) at beginning of year2010-12-31$893,143
Income. Dividends from common stock2010-12-31$51,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$195,318
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 name2010-12-31SQUIRE & CO., PC
Accountancy firm EIN2010-12-31870343246
2009 : UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$893,143
Amount contributed by the employer to the plan for this plan year2009-12-31$893,143

Form 5500 Responses for UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN

2022: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2016: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UTAH COMMUNITY CREDIT UNION MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX281
Policy instance 1
Insurance contract or identification numberPHX281
Number of Individuals Covered358
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $32,971
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,971
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX281
Policy instance 1
Insurance contract or identification numberPHX281
Number of Individuals Covered358
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $30,089
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,089
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX281
Policy instance 1
Insurance contract or identification numberPHX281
Number of Individuals Covered358
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,393
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,393
Additional information about fees paid to insurance brokerCOMMISSION 3
Insurance broker nameCETERA ADVISOR NETWORKS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX281
Policy instance 1
Insurance contract or identification numberPHX281
Number of Individuals Covered288
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $22,078
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,078
Additional information about fees paid to insurance brokerCOMMISSION 3
Insurance broker nameFN INSURANCE SE RVICES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX281
Policy instance 1
Insurance contract or identification numberPHX281
Number of Individuals Covered288
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,801
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHX281
Policy instance 1
Insurance contract or identification numberPHX281
Number of Individuals Covered288
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,124
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,124
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameFN INSURANCE SE RVICES, INC.

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