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Plan Name | BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BAKER BOYER BANCORP |
Employer identification number (EIN): | 911334541 |
NAIC Classification: | 551111 |
NAIC Description: | Offices of Bank Holding Companies |
Additional information about BAKER BOYER BANCORP
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1986-04-02 |
Company Identification Number: | 601431013 |
Legal Registered Office Address: |
2ND & MAIN ST WALLA WALLA United States of America (USA) 993620000 |
More information about BAKER BOYER BANCORP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | MARK HESS | |||
002 | 2017-01-01 | MARK HESS | |||
002 | 2016-01-01 | MARK HESS | |||
002 | 2015-01-01 | MARK HESS | |||
002 | 2014-01-01 | MARK HESS | |||
002 | 2013-01-01 | LYNN FOUST | LYNN FOUST | 2014-07-21 | |
002 | 2012-01-01 | MARK HESS | MARK HESS | 2013-09-10 | |
002 | 2011-01-01 | MARK HESS | MARK HESS | 2012-10-16 | |
002 | 2009-01-01 | MARK HESS | MARK HESS | 2010-08-17 |
Measure | Date | Value |
---|---|---|
2022: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 330 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 151 |
Total of all active and inactive participants | 2022-01-01 | 366 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 366 |
Number of participants with account balances | 2022-01-01 | 358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 11 |
2021: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 324 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 136 |
Total of all active and inactive participants | 2021-01-01 | 318 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 318 |
Number of participants with account balances | 2021-01-01 | 318 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 119 |
Total of all active and inactive participants | 2020-01-01 | 320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 321 |
Number of participants with account balances | 2020-01-01 | 321 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 11 |
2019: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 163 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 109 |
Total of all active and inactive participants | 2019-01-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3 |
Total participants | 2019-01-01 | 292 |
Number of participants with account balances | 2019-01-01 | 292 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
2018: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 288 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 113 |
Total of all active and inactive participants | 2018-01-01 | 282 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 283 |
Number of participants with account balances | 2018-01-01 | 283 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 9 |
2017: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 158 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 103 |
Total of all active and inactive participants | 2017-01-01 | 276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 277 |
Number of participants with account balances | 2017-01-01 | 277 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 273 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 161 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 95 |
Total of all active and inactive participants | 2016-01-01 | 269 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 270 |
Number of participants with account balances | 2016-01-01 | 266 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
2015: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 117 |
Total of all active and inactive participants | 2015-01-01 | 272 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 273 |
Number of participants with account balances | 2015-01-01 | 273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 264 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 110 |
Total of all active and inactive participants | 2014-01-01 | 264 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 264 |
Number of participants with account balances | 2014-01-01 | 263 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 264 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 101 |
Total of all active and inactive participants | 2013-01-01 | 261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 261 |
Number of participants with account balances | 2013-01-01 | 261 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 255 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 91 |
Total of all active and inactive participants | 2012-01-01 | 248 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 248 |
Number of participants with account balances | 2012-01-01 | 244 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 253 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 88 |
Total of all active and inactive participants | 2011-01-01 | 247 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 247 |
Number of participants with account balances | 2011-01-01 | 247 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 243 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 164 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 75 |
Total of all active and inactive participants | 2009-01-01 | 239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 239 |
Number of participants with account balances | 2009-01-01 | 239 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2022 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 |
Total income from all sources (including contributions) | 2022-12-31 | $-10,235,301 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,587,752 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,493,113 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,919,976 |
Value of total assets at end of year | 2022-12-31 | $60,327,294 |
Value of total assets at beginning of year | 2022-12-31 | $73,150,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $94,639 |
Total interest from all sources | 2022-12-31 | $2 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,351,121 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,351,121 |
Administrative expenses professional fees incurred | 2022-12-31 | $15,020 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,139,765 |
Participant contributions at end of year | 2022-12-31 | $16,000 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $218,942 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-12,823,053 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $60,327,294 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $73,150,347 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $57,293 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $60,310,502 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $73,150,278 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,506,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,561,269 |
Employer contributions (assets) at end of year | 2022-12-31 | $792 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $69 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,493,113 |
Contract administrator fees | 2022-12-31 | $22,326 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2022-12-31 | 911194016 |
2021 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 |
Total income from all sources (including contributions) | 2021-12-31 | $11,226,826 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,118,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,001,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,110,175 |
Value of total assets at end of year | 2021-12-31 | $73,150,347 |
Value of total assets at beginning of year | 2021-12-31 | $67,042,204 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $116,920 |
Total interest from all sources | 2021-12-31 | $301 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,301,766 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,301,766 |
Administrative expenses professional fees incurred | 2021-12-31 | $13,787 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,128,630 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $74 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $443,465 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,108,143 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $73,150,347 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $67,042,204 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $82,536 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $73,150,278 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $67,042,130 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,814,584 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,538,080 |
Employer contributions (assets) at end of year | 2021-12-31 | $69 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,001,763 |
Contract administrator fees | 2021-12-31 | $20,597 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2021-12-31 | 911194016 |
2020 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $9,356,069 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,260,245 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,158,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,736,339 |
Value of total assets at end of year | 2020-12-31 | $67,042,204 |
Value of total assets at beginning of year | 2020-12-31 | $59,946,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $102,211 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,436,286 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,436,286 |
Administrative expenses professional fees incurred | 2020-12-31 | $13,200 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,077,338 |
Participant contributions at end of year | 2020-12-31 | $74 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $178,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $7,095,824 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $67,042,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $59,946,380 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $67,042,130 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $59,946,380 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,183,444 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,480,643 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,158,034 |
Contract administrator fees | 2020-12-31 | $89,011 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2020-12-31 | 911194016 |
2019 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $13,062,726 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,597,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,497,003 |
Value of total corrective distributions | 2019-12-31 | $4 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,903,561 |
Value of total assets at end of year | 2019-12-31 | $59,946,380 |
Value of total assets at beginning of year | 2019-12-31 | $52,480,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $100,065 |
Total interest from all sources | 2019-12-31 | $370 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,893,700 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,893,700 |
Administrative expenses professional fees incurred | 2019-12-31 | $13,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,083,488 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $38,191 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $482,270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $7,465,654 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $59,946,380 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $52,480,726 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $70,179 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $59,946,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $52,392,110 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $370 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,265,095 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,337,803 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $50,425 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,497,003 |
Contract administrator fees | 2019-12-31 | $16,886 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2019-12-31 | 911194016 |
2018 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-182,110 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,593,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,496,195 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,882,586 |
Value of total assets at end of year | 2018-12-31 | $52,480,726 |
Value of total assets at beginning of year | 2018-12-31 | $55,256,136 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $97,105 |
Total interest from all sources | 2018-12-31 | $-18 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,806,791 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,806,791 |
Administrative expenses professional fees incurred | 2018-12-31 | $12,750 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,081,083 |
Participant contributions at end of year | 2018-12-31 | $38,191 |
Participant contributions at beginning of year | 2018-12-31 | $96 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,476,182 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,775,410 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $52,480,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $55,256,136 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $68,268 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $52,392,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $55,256,040 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $-18 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-5,871,469 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,325,321 |
Employer contributions (assets) at end of year | 2018-12-31 | $50,425 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,496,195 |
Contract administrator fees | 2018-12-31 | $16,087 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2018-12-31 | 911194016 |
2017 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $10,181,416 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,869,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,779,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,432,686 |
Value of total assets at end of year | 2017-12-31 | $55,256,136 |
Value of total assets at beginning of year | 2017-12-31 | $46,943,758 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $89,510 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,460,550 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,460,550 |
Administrative expenses professional fees incurred | 2017-12-31 | $14,100 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,036,574 |
Participant contributions at end of year | 2017-12-31 | $96 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $128,623 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,312,378 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $55,256,136 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $46,943,758 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $59,747 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $55,256,040 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $46,943,758 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,288,180 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,267,489 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,779,528 |
Contract administrator fees | 2017-12-31 | $15,663 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2017-12-31 | 911194016 |
2016 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $5,697,701 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,596,260 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,548,320 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,322,381 |
Value of total assets at end of year | 2016-12-31 | $46,943,758 |
Value of total assets at beginning of year | 2016-12-31 | $43,842,317 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $47,940 |
Total interest from all sources | 2016-12-31 | $1,831 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,179,172 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,179,172 |
Administrative expenses professional fees incurred | 2016-12-31 | $11,400 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $999,458 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $40,507 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $123,142 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $24,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,101,441 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $46,943,758 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $43,842,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $26,830 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $46,943,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $43,001,355 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $740,818 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $740,818 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,831 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,194,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,199,781 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $34,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,548,320 |
Contract administrator fees | 2016-12-31 | $9,710 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2016-12-31 | 911194016 |
2015 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,245,060 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,035,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,022,698 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,248,001 |
Value of total assets at end of year | 2015-12-31 | $43,842,317 |
Value of total assets at beginning of year | 2015-12-31 | $45,633,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,186 |
Total interest from all sources | 2015-12-31 | $77 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,943,114 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,943,114 |
Administrative expenses professional fees incurred | 2015-12-31 | $11,200 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,001,235 |
Participant contributions at end of year | 2015-12-31 | $40,507 |
Participant contributions at beginning of year | 2015-12-31 | $35,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $62,017 |
Administrative expenses (other) incurred | 2015-12-31 | $1,986 |
Total non interest bearing cash at end of year | 2015-12-31 | $24,673 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $20,677 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,790,824 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $43,842,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $45,633,141 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $43,001,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $44,825,724 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $740,818 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $707,715 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $707,715 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $77 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,946,132 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,184,749 |
Employer contributions (assets) at end of year | 2015-12-31 | $34,964 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $43,560 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,022,698 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2015-12-31 | 911194016 |
2014 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $4,931,285 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,744,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,731,433 |
Value of total corrective distributions | 2014-12-31 | $23 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,658,370 |
Value of total assets at end of year | 2014-12-31 | $45,633,141 |
Value of total assets at beginning of year | 2014-12-31 | $42,446,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $12,939 |
Total interest from all sources | 2014-12-31 | $48 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,704,932 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,704,932 |
Administrative expenses professional fees incurred | 2014-12-31 | $11,200 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $904,457 |
Participant contributions at end of year | 2014-12-31 | $35,465 |
Participant contributions at beginning of year | 2014-12-31 | $30,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $633,202 |
Administrative expenses (other) incurred | 2014-12-31 | $1,739 |
Total non interest bearing cash at end of year | 2014-12-31 | $20,677 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $37,333 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,186,890 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $45,633,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $42,446,251 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $44,825,724 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $41,904,239 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $707,715 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $433,403 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $433,403 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $48 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-432,065 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,120,711 |
Employer contributions (assets) at end of year | 2014-12-31 | $43,560 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $40,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,731,433 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK NUBER, PS |
Accountancy firm EIN | 2014-12-31 | 911194016 |
2013 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 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 | $7,636,689 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,814,812 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,798,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,991,321 |
Value of total assets at end of year | 2013-12-31 | $42,446,251 |
Value of total assets at beginning of year | 2013-12-31 | $37,624,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $16,611 |
Total interest from all sources | 2013-12-31 | $69 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,969,208 |
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 | $1,969,208 |
Administrative expenses professional fees incurred | 2013-12-31 | $12,968 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $895,837 |
Participant contributions at end of year | 2013-12-31 | $30,524 |
Participant contributions at beginning of year | 2013-12-31 | $29,994 |
Administrative expenses (other) incurred | 2013-12-31 | $3,643 |
Total non interest bearing cash at end of year | 2013-12-31 | $37,333 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $209,125 |
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 | $4,821,877 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $42,446,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $37,624,374 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $41,904,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $36,425,966 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $433,403 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $922,284 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $922,284 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $69 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,676,091 |
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 | $1,095,484 |
Employer contributions (assets) at end of year | 2013-12-31 | $40,752 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $37,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,798,201 |
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 | CLARK NUBER, PS |
Accountancy firm EIN | 2013-12-31 | 911194016 |
2012 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 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 | $5,625,671 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,846,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,835,529 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,914,306 |
Value of total assets at end of year | 2012-12-31 | $37,624,374 |
Value of total assets at beginning of year | 2012-12-31 | $34,844,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,500 |
Total interest from all sources | 2012-12-31 | $100 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $999,888 |
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 | $999,888 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $873,632 |
Participant contributions at end of year | 2012-12-31 | $29,994 |
Participant contributions at beginning of year | 2012-12-31 | $28,449 |
Administrative expenses (other) incurred | 2012-12-31 | $10,500 |
Total non interest bearing cash at end of year | 2012-12-31 | $209,125 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $31,156 |
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 | $2,779,642 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $37,624,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $34,844,732 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $36,425,966 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $33,061,217 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $922,284 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,685,617 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,685,617 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $100 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,711,377 |
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 | $1,040,674 |
Employer contributions (assets) at end of year | 2012-12-31 | $37,005 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $38,293 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,835,529 |
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 | CLARK NUBER, PS |
Accountancy firm EIN | 2012-12-31 | 911194016 |
2011 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 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 | $1,421,347 |
Total loss/gain on sale of assets | 2011-12-31 | $-5,538 |
Total of all expenses incurred | 2011-12-31 | $1,599,381 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,571,302 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,947,740 |
Value of total assets at end of year | 2011-12-31 | $34,844,732 |
Value of total assets at beginning of year | 2011-12-31 | $35,022,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $28,079 |
Total interest from all sources | 2011-12-31 | $177 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,315,037 |
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 | $1,315,037 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
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 | $875,934 |
Participant contributions at end of year | 2011-12-31 | $28,449 |
Participant contributions at beginning of year | 2011-12-31 | $32,208 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $16,605 |
Administrative expenses (other) incurred | 2011-12-31 | $28,079 |
Total non interest bearing cash at end of year | 2011-12-31 | $31,156 |
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 | $-178,034 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $34,844,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $35,022,766 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $33,061,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $32,539,731 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,685,617 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,413,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,413,987 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $177 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,836,069 |
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 | $1,055,201 |
Employer contributions (assets) at end of year | 2011-12-31 | $38,293 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $36,840 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,571,302 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $8,492,550 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $8,498,088 |
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 | CLARK NUBER P.S. |
Accountancy firm EIN | 2011-12-31 | 911194016 |
2010 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 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 | $5,899,856 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,870,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,822,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,921,043 |
Value of total assets at end of year | 2010-12-31 | $35,022,766 |
Value of total assets at beginning of year | 2010-12-31 | $30,993,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $47,935 |
Total interest from all sources | 2010-12-31 | $70 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $673,019 |
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 | $673,019 |
Administrative expenses professional fees incurred | 2010-12-31 | $4,300 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
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 | $870,966 |
Participant contributions at end of year | 2010-12-31 | $32,208 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3 |
Administrative expenses (other) incurred | 2010-12-31 | $43,635 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $62,871 |
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 | $4,029,765 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $35,022,766 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $30,993,001 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $32,539,731 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $27,747,542 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,413,987 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $3,182,585 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $3,182,585 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $70 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,305,724 |
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 | $1,050,077 |
Employer contributions (assets) at end of year | 2010-12-31 | $36,840 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,822,156 |
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 | DARYL HOPSON, CPA |
Accountancy firm EIN | 2010-12-31 | 820586254 |
2009 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 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 |
2022: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |