401k Plan data: THE UTAH FOOD BANK SERVICES 403(B) PLAN plan

THE UTAH FOOD BANK SERVICES 403(B) PLAN 401k Plan overview

Plan Name	THE UTAH FOOD BANK SERVICES 403(B) PLAN
Plan identification number	002

THE UTAH FOOD BANK SERVICES 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE UTAH FOOD BANK SERVICES has sponsored the creation of one or more 401k plans.

Company Name: THE UTAH FOOD BANK SERVICES

Employer identification number (EIN): 870212453

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UTAH FOOD BANK SERVICES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2019-07-01 KENT LISTON 2021-01-13 KENT LISTON 2021-01-13
002 2018-07-01 KENT LISTON 2019-10-29 KENT LISTON 2019-10-29
002 2017-07-01 KENT LISTON 2019-01-14 KENT LISTON 2019-01-14
002 2016-07-01 KENT LISTON 2018-01-22 KENT LISTON 2018-01-19
002 2015-07-01 KENT LISTON 2017-01-10 KENT LISTON 2017-01-10
002 2014-07-01 KENT LISTON 2015-09-01 KENT LISTON 2015-09-01
002 2013-07-01 KENT LISTON 2014-10-27 KENT LISTON 2014-10-27
002 2012-07-01 KENT LISTON 2014-01-13 KENT LISTON 2014-01-13
002 2011-07-01 ROCIO DELAO 2013-01-07 ROCIO DELAO 2013-01-07
002 2010-07-01 SUE SKANCHY 2011-10-20 SUE SKANCHY 2011-10-20
002 2007-07-01 ROCIO DELAO
002 2006-07-01 ROCIO DELAO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2019-07-01	KENT LISTON	2021-01-13	KENT LISTON	2021-01-13
002	2018-07-01	KENT LISTON	2019-10-29	KENT LISTON	2019-10-29
002	2017-07-01	KENT LISTON	2019-01-14	KENT LISTON	2019-01-14
002	2016-07-01	KENT LISTON	2018-01-22	KENT LISTON	2018-01-19
002	2015-07-01	KENT LISTON	2017-01-10	KENT LISTON	2017-01-10
002	2014-07-01	KENT LISTON	2015-09-01	KENT LISTON	2015-09-01
002	2013-07-01	KENT LISTON	2014-10-27	KENT LISTON	2014-10-27
002	2012-07-01	KENT LISTON	2014-01-13	KENT LISTON	2014-01-13
002	2011-07-01	ROCIO DELAO	2013-01-07	ROCIO DELAO	2013-01-07
002	2010-07-01	SUE SKANCHY	2011-10-20	SUE SKANCHY	2011-10-20
002	2007-07-01	ROCIO DELAO
002	2006-07-01	ROCIO DELAO

Plan Statistics for THE UTAH FOOD BANK SERVICES 403(B) PLAN

401k plan membership statisitcs for THE UTAH FOOD BANK SERVICES 403(B) PLAN

Measure Date Value
2021: THE UTAH FOOD BANK SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 151
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 128
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 47
Total of all active and inactive participants 2021-07-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 175
Number of participants with account balances 2021-07-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 12

Measure	Date	Value
2021: THE UTAH FOOD BANK SERVICES 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	151
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	128
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	47
Total of all active and inactive participants	2021-07-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	175
Number of participants with account balances	2021-07-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	12

Financial Data on THE UTAH FOOD BANK SERVICES 403(B) PLAN

Measure	Date	Value
2022 : THE UTAH FOOD BANK SERVICES 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$126,284
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$334,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$317,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$595,117
Value of total assets at end of year	2022-06-30	$3,629,990
Value of total assets at beginning of year	2022-06-30	$3,838,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$17,231
Total interest from all sources	2022-06-30	$2,667
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$57,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$57,612
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$110,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$187,253
Participant contributions at end of year	2022-06-30	$41,255
Participant contributions at beginning of year	2022-06-30	$66,187
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$193,975
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$79,130
Other income not declared elsewhere	2022-06-30	$-448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-208,198
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$3,629,990
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,838,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$10,614
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$3,048,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$3,276,735
Interest on participant loans	2022-06-30	$2,667
Income. Interest from loans (other than to participants)	2022-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$289,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$114,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-528,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$328,734
Employer contributions (assets) at end of year	2022-06-30	$251,219
Employer contributions (assets) at beginning of year	2022-06-30	$187,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$317,251
Contract administrator fees	2022-06-30	$6,617
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	TANNER LLC
Accountancy firm EIN	2022-06-30	202253063

Form 5500 Responses for THE UTAH FOOD BANK SERVICES 403(B) PLAN

2021: THE UTAH FOOD BANK SERVICES 403(B) PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	Yes
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2007: THE UTAH FOOD BANK SERVICES 403(B) PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2006: THE UTAH FOOD BANK SERVICES 403(B) PLAN 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811596

Policy instance

Insurance contract or identification number	811596
Number of Individuals Covered	133
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

THE UTAH CENTER FOR SLEEP APNEA & TMJ 401(K) PLAN [EIN = 832160447]

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Company Name:	THE UTAH FOOD BANK SERVICES
Employer identification number (EIN):	870212453
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations