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DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 401k Plan overview

Plan NameDESERET FIRST FEDERAL CREDIT UNION 401K PLAN
Plan identification number 002

DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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.
  • 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

DESERET FIRST FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:DESERET FIRST FEDERAL CREDIT UNION
Employer identification number (EIN):870229235
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DESERET FIRST FEDERAL CREDIT UNION 401K PLAN

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
0022018-01-01
0022017-01-01BRENT BOUVANG
0022016-01-01BRENT BOUVANG
0022015-01-01BRENT BOUVANG
0022014-01-01SPENCER PARK
0022014-01-01BRENT BOUVANG
0022013-01-01SPENCER PARK
0022012-01-01DESERET FIRST FEDERAL CREDIT UNION
0022011-01-01DESERET FIRST FEDERAL CREDIT UNION

Plan Statistics for DESERET FIRST FEDERAL CREDIT UNION 401K PLAN

401k plan membership statisitcs for DESERET FIRST FEDERAL CREDIT UNION 401K PLAN

Measure Date Value
2022: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01269
Total number of active participants reported on line 7a of the Form 55002022-01-01214
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01275
Number of participants with account balances2022-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01261
Total number of active participants reported on line 7a of the Form 55002021-01-01214
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01269
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01258
Total number of active participants reported on line 7a of the Form 55002020-01-01204
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01261
Number of participants with account balances2020-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01262
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01232
Total number of active participants reported on line 7a of the Form 55002018-01-01218
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01262
Number of participants with account balances2018-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01213
Total number of active participants reported on line 7a of the Form 55002017-01-01201
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01232
Number of participants with account balances2017-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01162
Total number of active participants reported on line 7a of the Form 55002016-01-01181
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01213
Number of participants with account balances2016-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01190
Total number of active participants reported on line 7a of the Form 55002015-01-01140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01162
Number of participants with account balances2015-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01188
Total number of active participants reported on line 7a of the Form 55002014-01-01159
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01190
Number of participants with account balances2014-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01146
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01178
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01179
Number of participants with account balances2012-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01183
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01183
Number of participants with account balances2011-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on DESERET FIRST FEDERAL CREDIT UNION 401K PLAN

Measure Date Value
2022 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-1,177,210
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$387,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$298,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,813,062
Value of total assets at end of year2022-12-31$15,577,859
Value of total assets at beginning of year2022-12-31$17,142,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,904
Total interest from all sources2022-12-31$13,183
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$372,372
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$372,372
Administrative expenses professional fees incurred2022-12-31$28,398
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$744,155
Participant contributions at end of year2022-12-31$269,913
Participant contributions at beginning of year2022-12-31$320,484
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$603
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$847
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$7,208
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,564,423
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,577,859
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,142,282
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$53,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,371,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,070,576
Interest on participant loans2022-12-31$10,806
Interest earned on other investments2022-12-31$1,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$286,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$90,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$90,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,375,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,068,060
Employer contributions (assets) at end of year2022-12-31$649,836
Employer contributions (assets) at beginning of year2022-12-31$660,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$298,309
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$3,757,523
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$666,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$578,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,773,896
Value of total assets at end of year2021-12-31$17,142,282
Value of total assets at beginning of year2021-12-31$14,050,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$87,021
Total interest from all sources2021-12-31$15,584
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$469,648
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$469,648
Administrative expenses professional fees incurred2021-12-31$29,589
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$668,970
Participant contributions at end of year2021-12-31$320,484
Participant contributions at beginning of year2021-12-31$289,138
Participant contributions at end of year2021-12-31$603
Participant contributions at beginning of year2021-12-31$16,811
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$4,746
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$71
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,091,521
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,142,282
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,050,761
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$52,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,070,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,355,263
Interest on participant loans2021-12-31$12,160
Interest earned on other investments2021-12-31$3,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$90,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$41,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$41,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,498,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,088,005
Employer contributions (assets) at end of year2021-12-31$660,501
Employer contributions (assets) at beginning of year2021-12-31$347,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$578,981
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$3,106,675
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$771,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$703,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,380,934
Value of total assets at end of year2020-12-31$14,050,761
Value of total assets at beginning of year2020-12-31$11,715,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,231
Total interest from all sources2020-12-31$13,522
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$407,531
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$407,531
Administrative expenses professional fees incurred2020-12-31$26,310
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$647,212
Participant contributions at end of year2020-12-31$289,138
Participant contributions at beginning of year2020-12-31$293,598
Participant contributions at end of year2020-12-31$16,811
Participant contributions at beginning of year2020-12-31$2,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$2,731
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,335,113
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,050,761
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,715,648
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
Investment advisory and management fees2020-12-31$39,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,355,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,843,359
Interest on participant loans2020-12-31$13,213
Interest earned on other investments2020-12-31$107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$41,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$57,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$57,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,304,688
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$733,722
Employer contributions (assets) at end of year2020-12-31$347,127
Employer contributions (assets) at beginning of year2020-12-31$518,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$703,331
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$12,548
Total income from all sources (including contributions)2019-12-31$3,152,034
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$739,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$648,426
Expenses. Certain deemed distributions of participant loans2019-12-31$26,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,464,146
Value of total assets at end of year2019-12-31$11,715,648
Value of total assets at beginning of year2019-12-31$9,316,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,296
Total interest from all sources2019-12-31$15,387
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$401,717
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$401,717
Administrative expenses professional fees incurred2019-12-31$65,296
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$569,049
Participant contributions at end of year2019-12-31$293,598
Participant contributions at beginning of year2019-12-31$286,932
Participant contributions at end of year2019-12-31$2,524
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$12,548
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,412,066
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,715,648
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,303,582
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,843,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,048,774
Interest on participant loans2019-12-31$14,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$57,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$483,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$483,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,270,784
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$868,997
Employer contributions (assets) at end of year2019-12-31$518,301
Employer contributions (assets) at beginning of year2019-12-31$496,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$648,426
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$12,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,516
Total income from all sources (including contributions)2018-12-31$936,554
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$265,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$199,113
Expenses. Certain deemed distributions of participant loans2018-12-31$7,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,506,008
Value of total assets at end of year2018-12-31$9,316,130
Value of total assets at beginning of year2018-12-31$8,640,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,678
Total interest from all sources2018-12-31$10,846
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$270,492
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$270,492
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$515,900
Participant contributions at end of year2018-12-31$286,932
Participant contributions at beginning of year2018-12-31$188,749
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$166,830
Administrative expenses (other) incurred2018-12-31$25,251
Liabilities. Value of operating payables at end of year2018-12-31$12,548
Liabilities. Value of operating payables at beginning of year2018-12-31$7,516
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$165
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$670,884
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,303,582
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,632,698
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$33,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,048,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,543,067
Interest on participant loans2018-12-31$10,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$483,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$480,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$480,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-850,792
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$823,278
Employer contributions (assets) at end of year2018-12-31$496,430
Employer contributions (assets) at beginning of year2018-12-31$427,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$199,113
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$7,516
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,044
Total income from all sources (including contributions)2017-12-31$2,065,550
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$339,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$306,314
Expenses. Certain deemed distributions of participant loans2017-12-31$716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,140,074
Value of total assets at end of year2017-12-31$8,640,214
Value of total assets at beginning of year2017-12-31$6,928,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,937
Total interest from all sources2017-12-31$8,616
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$191,578
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$191,578
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$438,578
Participant contributions at end of year2017-12-31$188,749
Participant contributions at beginning of year2017-12-31$224,229
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,628
Other income not declared elsewhere2017-12-31$273
Administrative expenses (other) incurred2017-12-31$5,324
Liabilities. Value of operating payables at end of year2017-12-31$7,516
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$165
Total non interest bearing cash at beginning of year2017-12-31$1,393
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$1,725,583
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,632,698
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,907,115
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$27,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,543,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,646,836
Interest on participant loans2017-12-31$8,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$480,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$675,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$675,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$725,009
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$699,868
Employer contributions (assets) at end of year2017-12-31$427,645
Employer contributions (assets) at beginning of year2017-12-31$380,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$306,314
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$21,044
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$21,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,766
Total income from all sources (including contributions)2016-12-31$1,588,316
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,139,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,074,001
Expenses. Certain deemed distributions of participant loans2016-12-31$14,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,050,680
Value of total assets at end of year2016-12-31$6,928,159
Value of total assets at beginning of year2016-12-31$6,469,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$51,720
Total interest from all sources2016-12-31$11,443
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$203,828
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$203,828
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$413,505
Participant contributions at end of year2016-12-31$224,229
Participant contributions at beginning of year2016-12-31$217,755
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,548
Other income not declared elsewhere2016-12-31$459
Administrative expenses (other) incurred2016-12-31$306
Total non interest bearing cash at end of year2016-12-31$1,393
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$448,365
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,907,115
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,458,750
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$23,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,646,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,478,758
Interest on participant loans2016-12-31$11,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$675,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$438,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$438,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$321,906
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$631,627
Employer contributions (assets) at end of year2016-12-31$380,244
Employer contributions (assets) at beginning of year2016-12-31$334,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,074,001
Contract administrator fees2016-12-31$28,189
Liabilities. Value of benefit claims payable at end of year2016-12-31$21,044
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$10,766
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$10,766
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$466,136
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$437,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$293,181
Expenses. Certain deemed distributions of participant loans2015-12-31$95,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$852,994
Value of total assets at end of year2015-12-31$6,469,516
Value of total assets at beginning of year2015-12-31$6,429,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,192
Total interest from all sources2015-12-31$10,502
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$219,870
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$219,870
Administrative expenses professional fees incurred2015-12-31$12,598
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$326,264
Participant contributions at end of year2015-12-31$217,755
Participant contributions at beginning of year2015-12-31$331,589
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$228
Other income not declared elsewhere2015-12-31$2,822
Administrative expenses (other) incurred2015-12-31$200
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$903
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$28,795
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,458,750
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,429,955
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$5,478,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,044,115
Income. Interest from loans (other than to participants)2015-12-31$10,483
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$1,052,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$438,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-596,000
Net investment gain or loss from common/collective trusts2015-12-31$-24,052
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$526,502
Employer contributions (assets) at end of year2015-12-31$334,911
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$293,181
Contract administrator fees2015-12-31$35,394
Liabilities. Value of benefit claims payable at end of year2015-12-31$10,766
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$19,097
Total unrealized appreciation/depreciation of assets2014-12-31$19,097
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$796,983
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$222,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$171,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$435,869
Value of total assets at end of year2014-12-31$6,429,955
Value of total assets at beginning of year2014-12-31$5,855,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,006
Total interest from all sources2014-12-31$34,239
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$307,778
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$307,778
Administrative expenses professional fees incurred2014-12-31$51,006
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$251,784
Participant contributions at end of year2014-12-31$331,589
Participant contributions at beginning of year2014-12-31$250,387
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,783
Total non interest bearing cash at end of year2014-12-31$903
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$574,608
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,429,955
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,855,347
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$5,044,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,474,601
Interest on participant loans2014-12-31$11,503
Value of interest in common/collective trusts at end of year2014-12-31$1,052,494
Value of interest in common/collective trusts at beginning of year2014-12-31$1,098,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$32,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$32,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$22,736
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$171,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$171,369
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$1,316,795
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$288,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$255,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$490,054
Value of total assets at end of year2013-12-31$5,855,347
Value of total assets at beginning of year2013-12-31$4,826,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,973
Total interest from all sources2013-12-31$35,359
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$72,300
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$72,300
Administrative expenses professional fees incurred2013-12-31$32,973
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$247,025
Participant contributions at end of year2013-12-31$250,387
Participant contributions at beginning of year2013-12-31$219,368
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$69,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,028,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,855,347
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,826,770
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$4,474,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,512,721
Interest on participant loans2013-12-31$9,247
Value of interest in common/collective trusts at end of year2013-12-31$1,098,163
Value of interest in common/collective trusts at beginning of year2013-12-31$1,050,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$32,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$44,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$44,269
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$26,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$707,103
Net investment gain or loss from common/collective trusts2013-12-31$11,979
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$173,078
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$255,245
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$108
Total income from all sources (including contributions)2012-12-31$885,033
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$720,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$678,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$271,042
Value of total assets at end of year2012-12-31$4,826,770
Value of total assets at beginning of year2012-12-31$4,662,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,492
Total interest from all sources2012-12-31$613,991
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$42,492
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$203,050
Participant contributions at end of year2012-12-31$219,368
Participant contributions at beginning of year2012-12-31$163,056
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$7,009
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,870
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$164,354
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,826,770
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,662,416
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$3,512,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,832,508
Interest on participant loans2012-12-31$7,446
Interest earned on other investments2012-12-31$606,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$44,269
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,050,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$659,951
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$27,122
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$678,187
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$108
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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$108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$108
Total income from all sources (including contributions)2011-12-31$215,345
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,648,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,648,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$225,515
Value of total assets at end of year2011-12-31$4,662,524
Value of total assets at beginning of year2011-12-31$6,096,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$-10,170
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$222,097
Participant contributions at end of year2011-12-31$163,056
Participant contributions at beginning of year2011-12-31$146,932
Participant contributions at end of year2011-12-31$7,009
Participant contributions at beginning of year2011-12-31$6,994
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,418
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$23,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,433,485
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,662,416
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,095,901
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 pooled separate accounts at end of year2011-12-31$3,832,508
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,616,334
Interest on participant loans2011-12-31$6,548
Interest earned on other investments2011-12-31$-16,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$659,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,325,749
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,625,449
Liabilities. Value of benefit claims payable at end of year2011-12-31$108
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$108
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318

Form 5500 Responses for DESERET FIRST FEDERAL CREDIT UNION 401K PLAN

2022: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DESERET FIRST FEDERAL CREDIT UNION 401K PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83147-1
Policy instance 1
Insurance contract or identification numberRM 83147-1
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 83147-1
Policy instance 1
Insurance contract or identification numberRM 83147-1
Number of Individuals Covered183
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,538
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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