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BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameBAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 002

BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BAKER BOYER BANCORP has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01MARK HESS
0022017-01-01MARK HESS
0022016-01-01MARK HESS
0022015-01-01MARK HESS
0022014-01-01MARK HESS
0022013-01-01LYNN FOUST LYNN FOUST2014-07-21
0022012-01-01MARK HESS MARK HESS2013-09-10
0022011-01-01MARK HESS MARK HESS2012-10-16
0022009-01-01MARK HESS MARK HESS2010-08-17

Plan Statistics for BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01330
Total number of active participants reported on line 7a of the Form 55002022-01-01189
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-01151
Total of all active and inactive participants2022-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01366
Number of participants with account balances2022-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01324
Total number of active participants reported on line 7a of the Form 55002021-01-01158
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01318
Number of participants with account balances2021-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01317
Total number of active participants reported on line 7a of the Form 55002020-01-01180
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-01119
Total of all active and inactive participants2020-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01321
Number of participants with account balances2020-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01294
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Number of retired or separated participants receiving benefits2019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-01109
Total of all active and inactive participants2019-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01292
Number of participants with account balances2019-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01288
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01113
Total of all active and inactive participants2018-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01283
Number of participants with account balances2018-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01282
Total number of active participants reported on line 7a of the Form 55002017-01-01158
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-01103
Total of all active and inactive participants2017-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01277
Number of participants with account balances2017-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01273
Total number of active participants reported on line 7a of the Form 55002016-01-01161
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01270
Number of participants with account balances2016-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01276
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01117
Total of all active and inactive participants2015-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01273
Number of participants with account balances2015-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01264
Total number of active participants reported on line 7a of the Form 55002014-01-01154
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01110
Total of all active and inactive participants2014-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01264
Number of participants with account balances2014-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01264
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01101
Total of all active and inactive participants2013-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01261
Number of participants with account balances2013-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0191
Total of all active and inactive participants2012-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01248
Number of participants with account balances2012-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01253
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0188
Total of all active and inactive participants2011-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01247
Number of participants with account balances2011-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01243
Total number of active participants reported on line 7a of the Form 55002009-01-01164
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01239
Number of participants with account balances2009-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,587,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$60,327,294
Value of total assets at beginning of year2022-12-31$73,150,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,639
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,351,121
Administrative expenses professional fees incurred2022-12-31$15,020
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,139,765
Participant contributions at end of year2022-12-31$16,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$218,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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
Investment advisory and management fees2022-12-31$57,293
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$60,310,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$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 assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,561,269
Employer contributions (assets) at end of year2022-12-31$792
Employer contributions (assets) at beginning of year2022-12-31$69
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,493,113
Contract administrator fees2022-12-31$22,326
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER, PS
Accountancy firm EIN2022-12-31911194016
2021 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,118,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$73,150,347
Value of total assets at beginning of year2021-12-31$67,042,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$116,920
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,301,766
Administrative expenses professional fees incurred2021-12-31$13,787
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,128,630
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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
Investment advisory and management fees2021-12-31$82,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,150,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,538,080
Employer contributions (assets) at end of year2021-12-31$69
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,001,763
Contract administrator fees2021-12-31$20,597
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER, PS
Accountancy firm EIN2021-12-31911194016
2020 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,260,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$67,042,204
Value of total assets at beginning of year2020-12-31$59,946,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$102,211
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,436,286
Administrative expenses professional fees incurred2020-12-31$13,200
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,077,338
Participant contributions at end of year2020-12-31$74
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$67,042,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,480,643
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,158,034
Contract administrator fees2020-12-31$89,011
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER, PS
Accountancy firm EIN2020-12-31911194016
2019 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,597,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,497,003
Value of total corrective distributions2019-12-31$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 year2019-12-31$59,946,380
Value of total assets at beginning of year2019-12-31$52,480,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$100,065
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,893,700
Administrative expenses professional fees incurred2019-12-31$13,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,083,488
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$70,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,946,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,337,803
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$50,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,497,003
Contract administrator fees2019-12-31$16,886
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER, PS
Accountancy firm EIN2019-12-31911194016
2018 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,593,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$52,480,726
Value of total assets at beginning of year2018-12-31$55,256,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$97,105
Total interest from all sources2018-12-31$-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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,806,791
Administrative expenses professional fees incurred2018-12-31$12,750
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,081,083
Participant contributions at end of year2018-12-31$38,191
Participant contributions at beginning of year2018-12-31$96
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,476,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$68,268
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,392,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,256,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-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 assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,325,321
Employer contributions (assets) at end of year2018-12-31$50,425
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,496,195
Contract administrator fees2018-12-31$16,087
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK NUBER, PS
Accountancy firm EIN2018-12-31911194016
2017 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,869,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$55,256,136
Value of total assets at beginning of year2017-12-31$46,943,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$89,510
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,460,550
Administrative expenses professional fees incurred2017-12-31$14,100
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,036,574
Participant contributions at end of year2017-12-31$96
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$59,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$55,256,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$46,943,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,267,489
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,779,528
Contract administrator fees2017-12-31$15,663
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK NUBER, PS
Accountancy firm EIN2017-12-31911194016
2016 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,596,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$46,943,758
Value of total assets at beginning of year2016-12-31$43,842,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,940
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,179,172
Administrative expenses professional fees incurred2016-12-31$11,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$999,458
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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
Investment advisory and management fees2016-12-31$26,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$46,943,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,001,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$740,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 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$1,199,781
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$34,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,548,320
Contract administrator fees2016-12-31$9,710
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 name2016-12-31CLARK NUBER, PS
Accountancy firm EIN2016-12-31911194016
2015 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,035,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$43,842,317
Value of total assets at beginning of year2015-12-31$45,633,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,186
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,943,114
Administrative expenses professional fees incurred2015-12-31$11,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,001,235
Participant contributions at end of year2015-12-31$40,507
Participant contributions at beginning of year2015-12-31$35,465
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$62,017
Administrative expenses (other) incurred2015-12-31$1,986
Total non interest bearing cash at end of year2015-12-31$24,673
Total non interest bearing cash at beginning of year2015-12-31$20,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$43,001,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$44,825,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$740,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$707,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 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$1,184,749
Employer contributions (assets) at end of year2015-12-31$34,964
Employer contributions (assets) at beginning of year2015-12-31$43,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,022,698
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 name2015-12-31CLARK NUBER, PS
Accountancy firm EIN2015-12-31911194016
2014 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,744,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,731,433
Value of total corrective distributions2014-12-31$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 year2014-12-31$45,633,141
Value of total assets at beginning of year2014-12-31$42,446,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,939
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,704,932
Administrative expenses professional fees incurred2014-12-31$11,200
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$904,457
Participant contributions at end of year2014-12-31$35,465
Participant contributions at beginning of year2014-12-31$30,524
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$633,202
Administrative expenses (other) incurred2014-12-31$1,739
Total non interest bearing cash at end of year2014-12-31$20,677
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$44,825,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,904,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$707,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$433,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 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$1,120,711
Employer contributions (assets) at end of year2014-12-31$43,560
Employer contributions (assets) at beginning of year2014-12-31$40,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,731,433
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 name2014-12-31CLARK NUBER, PS
Accountancy firm EIN2014-12-31911194016
2013 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,814,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$42,446,251
Value of total assets at beginning of year2013-12-31$37,624,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,611
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,969,208
Administrative expenses professional fees incurred2013-12-31$12,968
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$895,837
Participant contributions at end of year2013-12-31$30,524
Participant contributions at beginning of year2013-12-31$29,994
Administrative expenses (other) incurred2013-12-31$3,643
Total non interest bearing cash at end of year2013-12-31$37,333
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,904,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$36,425,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$433,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$922,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 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$1,095,484
Employer contributions (assets) at end of year2013-12-31$40,752
Employer contributions (assets) at beginning of year2013-12-31$37,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,798,201
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 name2013-12-31CLARK NUBER, PS
Accountancy firm EIN2013-12-31911194016
2012 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,846,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$37,624,374
Value of total assets at beginning of year2012-12-31$34,844,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,500
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$999,888
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$873,632
Participant contributions at end of year2012-12-31$29,994
Participant contributions at beginning of year2012-12-31$28,449
Administrative expenses (other) incurred2012-12-31$10,500
Total non interest bearing cash at end of year2012-12-31$209,125
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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$36,425,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$33,061,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$922,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,685,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 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$1,040,674
Employer contributions (assets) at end of year2012-12-31$37,005
Employer contributions (assets) at beginning of year2012-12-31$38,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,835,529
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 name2012-12-31CLARK NUBER, PS
Accountancy firm EIN2012-12-31911194016
2011 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,421,347
Total loss/gain on sale of assets2011-12-31$-5,538
Total of all expenses incurred2011-12-31$1,599,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$34,844,732
Value of total assets at beginning of year2011-12-31$35,022,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,079
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,315,037
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$875,934
Participant contributions at end of year2011-12-31$28,449
Participant contributions at beginning of year2011-12-31$32,208
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$16,605
Administrative expenses (other) incurred2011-12-31$28,079
Total non interest bearing cash at end of year2011-12-31$31,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
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$33,061,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,539,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,685,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,413,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 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$1,055,201
Employer contributions (assets) at end of year2011-12-31$38,293
Employer contributions (assets) at beginning of year2011-12-31$36,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,571,302
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
Aggregate proceeds on sale of assets2011-12-31$8,492,550
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,498,088
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 name2011-12-31CLARK NUBER P.S.
Accountancy firm EIN2011-12-31911194016
2010 : BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,870,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$35,022,766
Value of total assets at beginning of year2010-12-31$30,993,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,935
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$673,019
Administrative expenses professional fees incurred2010-12-31$4,300
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$870,966
Participant contributions at end of year2010-12-31$32,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3
Administrative expenses (other) incurred2010-12-31$43,635
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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$32,539,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$27,747,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,413,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,182,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 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$1,050,077
Employer contributions (assets) at end of year2010-12-31$36,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,822,156
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 name2010-12-31DARYL HOPSON, CPA
Accountancy firm EIN2010-12-31820586254
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 securities2009-12-31$0

Form 5500 Responses for BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST

2022: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 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
2020: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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