401k Plan data: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST plan

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	002

ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALTA PUBLIC SCHOOLS INSURANCE PROGR has sponsored the creation of one or more 401k plans.

Company Name: ALTA PUBLIC SCHOOLS INSURANCE PROGR

Employer identification number (EIN): 261671037

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 XAVIER REYES 2023-12-11
002 2021-01-01 XAVIER REYES 2022-10-14
002 2020-01-01 XAVIER REYES 2021-10-14
002 2019-01-01
002 2018-01-01
002 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	XAVIER REYES	2023-12-11
002	2021-01-01	XAVIER REYES	2022-10-14
002	2020-01-01	XAVIER REYES	2021-10-14
002	2019-01-01
002	2018-01-01
002	2017-01-01

Plan Statistics for ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 98
Number of other retired or separated participants entitled to future benefits 2022-01-01 145
Total of all active and inactive participants 2022-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 243
Number of participants with account balances 2022-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 70
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 154
Total of all active and inactive participants 2021-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 224
Number of participants with account balances 2021-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 149
Number of other retired or separated participants entitled to future benefits 2020-01-01 115
Total of all active and inactive participants 2020-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 264
Number of participants with account balances 2020-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 117
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 99
Total of all active and inactive participants 2019-01-01 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 216
Number of participants with account balances 2019-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 24
2018: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 108
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 64
Total of all active and inactive participants 2018-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 172
Number of participants with account balances 2018-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 135
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 33
Total of all active and inactive participants 2017-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 168
Number of participants with account balances 2017-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	98
Number of other retired or separated participants entitled to future benefits	2022-01-01	145
Total of all active and inactive participants	2022-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	243
Number of participants with account balances	2022-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	70
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	154
Total of all active and inactive participants	2021-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	224
Number of participants with account balances	2021-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	149
Number of other retired or separated participants entitled to future benefits	2020-01-01	115
Total of all active and inactive participants	2020-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	264
Number of participants with account balances	2020-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	117
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	99
Total of all active and inactive participants	2019-01-01	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	216
Number of participants with account balances	2019-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	24
2018: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	108
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	64
Total of all active and inactive participants	2018-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	172
Number of participants with account balances	2018-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	135
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	33
Total of all active and inactive participants	2017-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	168
Number of participants with account balances	2017-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-5,134
Total of all expenses incurred	2022-12-31	$27,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,432
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$4,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$63,188
Value of total assets at end of year	2022-12-31	$360,767
Value of total assets at beginning of year	2022-12-31	$393,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$14,031
Total interest from all sources	2022-12-31	$318
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$61,340
Participant contributions at end of year	2022-12-31	$6,660
Participant contributions at beginning of year	2022-12-31	$8,474
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	$1,848
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$1,660
Total non interest bearing cash at beginning of year	2022-12-31	$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-33,051
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$360,767
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$393,818
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
Value of interest in pooled separate accounts at end of year	2022-12-31	$352,447
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$384,219
Interest on participant loans	2022-12-31	$318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-68,640
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	No
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	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,432
Contract administrator fees	2022-12-31	$14,031
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$129,828
Total of all expenses incurred	2021-12-31	$43,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$26,772
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$74,055
Value of total assets at end of year	2021-12-31	$393,818
Value of total assets at beginning of year	2021-12-31	$307,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$16,540
Total interest from all sources	2021-12-31	$365
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
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	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$74,055
Participant contributions at end of year	2021-12-31	$8,474
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$1,125
Total non interest bearing cash at beginning of year	2021-12-31	$5,698
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	$86,516
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$393,818
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$307,302
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
Value of interest in pooled separate accounts at end of year	2021-12-31	$384,219
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$301,604
Interest on participant loans	2021-12-31	$365
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$55,408
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	$0
Employer contributions (assets) at end of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$26,772
Contract administrator fees	2021-12-31	$16,540
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$117,979
Total of all expenses incurred	2020-12-31	$18,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$18,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$87,398
Value of total assets at end of year	2020-12-31	$307,302
Value of total assets at beginning of year	2020-12-31	$207,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$516
Total interest from all sources	2020-12-31	$158
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$123
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	$123
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$65,136
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$316
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$22,262
Total non interest bearing cash at end of year	2020-12-31	$5,698
Total non interest bearing cash at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$99,353
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$307,302
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$207,949
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$199,645
Value of interest in pooled separate accounts at end of year	2020-12-31	$301,604
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$6
Interest earned on other investments	2020-12-31	$152
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$7,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,640
Net investment gain/loss from pooled separate accounts	2020-12-31	$26,660
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$18,110
Contract administrator fees	2020-12-31	$516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND 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	$117,131
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$30,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$29,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$85,424
Value of total assets at end of year	2019-12-31	$207,949
Value of total assets at beginning of year	2019-12-31	$120,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$548
Total interest from all sources	2019-12-31	$128
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,565
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	$4,565
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$13,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$77,905
Participant contributions at end of year	2019-12-31	$316
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$878
Administrative expenses (other) incurred	2019-12-31	$548
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	$86,955
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$207,949
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$120,994
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$199,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$114,863
Income. Interest from loans (other than to participants)	2019-12-31	$128
Value of interest in common/collective trusts at end of year	2019-12-31	$7,988
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$26,835
Net investment gain or loss from common/collective trusts	2019-12-31	$179
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	$6,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$29,628
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND 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	$73,297
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$16,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$15,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$80,432
Value of total assets at end of year	2018-12-31	$120,994
Value of total assets at beginning of year	2018-12-31	$64,614
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,548
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,085
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	$3,085
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$7,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$72,108
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,176
Administrative expenses (other) incurred	2018-12-31	$1,548
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	$56,380
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$120,994
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$64,614
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$114,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$61,778
Value of interest in common/collective trusts at end of year	2018-12-31	$6,131
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-10,253
Net investment gain or loss from common/collective trusts	2018-12-31	$33
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	No
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	$6,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$15,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND 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	$65,975
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$61,741
Value of total assets at end of year	2017-12-31	$64,614
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$867
Total interest from all sources	2017-12-31	$5
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,946
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	$1,946
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$61,741
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	$64,614
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$64,614
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$61,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,836
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,283
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	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$494
Contract administrator fees	2017-12-31	$867
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
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749

Form 5500 Responses for ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST

2022: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND 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: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND 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: ALTA PUBLIC SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

146034

Policy instance

Insurance contract or identification number	146034
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,736
Total amount of fees paid to insurance company	USD $178
Commission paid to Insurance Broker	USD $1,736
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	178

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

146034

Policy instance

Insurance contract or identification number	146034
Number of Individuals Covered	224
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $1,706
Total amount of fees paid to insurance company	USD $845
Commission paid to Insurance Broker	USD $1,706
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	845

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

146034

Policy instance

Insurance contract or identification number	146034
Number of Individuals Covered	256
Total amount of commissions paid to insurance broker	USD $111
Total amount of fees paid to insurance company	USD $568
Amount paid for insurance broker fees	568
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $111

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Company Name:	ALTA PUBLIC SCHOOLS INSURANCE PROGR
Employer identification number (EIN):	261671037
NAIC Classification:	611000