401k Plan data: ALTABANCORP EMPLOYEES' RETIREMENT PLAN plan

ALTABANCORP EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan Name	ALTABANCORP EMPLOYEES' RETIREMENT PLAN
Plan identification number	002

ALTABANCORP EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALTABANCORP has sponsored the creation of one or more 401k plans.

Company Name: ALTABANCORP

Employer identification number (EIN): 870622021

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALTABANCORP EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2021-01-01
002 2021-01-01 STEVE GONZALES
002 2020-01-01
002 2019-01-01
002 2017-01-01 MARK OLSON
002 2016-01-01 WOLFGANG MUELLECK
002 2015-01-01 WOLFGANG MUELLECK
002 2014-01-01 WOLFGANG MUELLECK

Plan Statistics for ALTABANCORP EMPLOYEES' RETIREMENT PLAN

401k plan membership statisitcs for ALTABANCORP EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2021: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 634
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 581
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 455
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 177
Total of all active and inactive participants 2020-01-01 632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 632
Number of participants with account balances 2020-01-01 623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 41
2019: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 777
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 501
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 80
Total of all active and inactive participants 2019-01-01 581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 581
Number of participants with account balances 2019-01-01 557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 51
2017: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 625
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 489
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 205
Total of all active and inactive participants 2017-01-01 694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 694
Number of participants with account balances 2017-01-01 684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 49
2016: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 544
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 426
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 160
Total of all active and inactive participants 2016-01-01 586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 586
Number of participants with account balances 2016-01-01 576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 35
2015: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 404
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 137
Total of all active and inactive participants 2015-01-01 541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 541
Number of participants with account balances 2015-01-01 528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 46
2014: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 404
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 116
Total of all active and inactive participants 2014-01-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 520
Number of participants with account balances 2014-01-01 501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 27

Measure	Date	Value
2021: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	634
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	581
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	455
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	177
Total of all active and inactive participants	2020-01-01	632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	632
Number of participants with account balances	2020-01-01	623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	41
2019: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	777
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	501
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	80
Total of all active and inactive participants	2019-01-01	581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	581
Number of participants with account balances	2019-01-01	557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	51
2017: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	625
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	489
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	205
Total of all active and inactive participants	2017-01-01	694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	694
Number of participants with account balances	2017-01-01	684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	49
2016: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	544
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	426
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	160
Total of all active and inactive participants	2016-01-01	586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	586
Number of participants with account balances	2016-01-01	576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	35
2015: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	404
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	137
Total of all active and inactive participants	2015-01-01	541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	541
Number of participants with account balances	2015-01-01	528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	46
2014: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	404
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	116
Total of all active and inactive participants	2014-01-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	520
Number of participants with account balances	2014-01-01	501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	27

Financial Data on ALTABANCORP EMPLOYEES' RETIREMENT PLAN

Measure	Date	Value
2021 : ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$41,925,370
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	$8,383,573
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,601,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,459,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,431,644
Value of total assets at end of year	2021-12-31	$17,546
Value of total assets at beginning of year	2021-12-31	$39,160,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$141,565
Total interest from all sources	2021-12-31	$16,039
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$63,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$63,035
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,014,297
Participant contributions at end of year	2021-12-31	$17,546
Participant contributions at beginning of year	2021-12-31	$372,393
Participant contributions at beginning of year	2021-12-31	$19,138
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$554,773
Other income not declared elsewhere	2021-12-31	$3,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,782,152
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,546
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$39,160,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,738,615
Interest on participant loans	2021-12-31	$16,039
Value of interest in common/collective trusts at beginning of year	2021-12-31	$30,985,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,250,485
Net investment gain or loss from common/collective trusts	2021-12-31	$3,618,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$862,574
Employer contributions (assets) at beginning of year	2021-12-31	$45,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,459,856
Contract administrator fees	2021-12-31	$141,565
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TANNER, LLC
Accountancy firm EIN	2021-12-31	202253063
2020 : ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$8,718,883
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$6,165,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,074,715
Expenses. Certain deemed distributions of participant loans	2020-12-31	$123
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,754,675
Value of total assets at end of year	2020-12-31	$39,160,764
Value of total assets at beginning of year	2020-12-31	$36,606,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$90,226
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$28,426
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$84,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$84,003
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$2,351,343
Participant contributions at end of year	2020-12-31	$372,393
Participant contributions at beginning of year	2020-12-31	$603,649
Participant contributions at end of year	2020-12-31	$19,138
Participant contributions at beginning of year	2020-12-31	$76,263
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$371,613
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$9,301
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,553,819
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$39,160,764
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$36,606,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,738,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,360,782
Interest on participant loans	2020-12-31	$28,426
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$30,985,235
Value of interest in common/collective trusts at beginning of year	2020-12-31	$29,527,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$972,596
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$3,869,882
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,031,719
Employer contributions (assets) at end of year	2020-12-31	$45,383
Employer contributions (assets) at beginning of year	2020-12-31	$38,808
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,074,715
Contract administrator fees	2020-12-31	$90,226
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	TANNER, LLC
Accountancy firm EIN	2020-12-31	202253063
2019 : ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Expenses. Interest paid	2019-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$9,788,465
Total income from all sources (including contributions)	2019-12-31	$9,788,465
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$8,207,366
Total of all expenses incurred	2019-12-31	$8,207,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,032,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,032,593
Expenses. Certain deemed distributions of participant loans	2019-12-31	$16,140
Expenses. Certain deemed distributions of participant loans	2019-12-31	$16,140
Value of total corrective distributions	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,997,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,997,573
Value of total assets at end of year	2019-12-31	$36,606,945
Value of total assets at end of year	2019-12-31	$36,606,945
Value of total assets at beginning of year	2019-12-31	$35,025,846
Value of total assets at beginning of year	2019-12-31	$35,025,846
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$158,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$158,633
Total income from rents	2019-12-31	$0
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$38,964
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$113,602
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$113,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$113,602
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$113,602
Administrative expenses professional fees incurred	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$2,257,015
Contributions received from participants	2019-12-31	$2,257,015
Participant contributions at end of year	2019-12-31	$603,649
Participant contributions at end of year	2019-12-31	$603,649
Participant contributions at beginning of year	2019-12-31	$557,211
Participant contributions at beginning of year	2019-12-31	$557,211
Participant contributions at end of year	2019-12-31	$76,263
Participant contributions at end of year	2019-12-31	$76,263
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$720,731
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$720,731
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$23,198
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$23,198
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$10,829
Other income not declared elsewhere	2019-12-31	$10,829
Administrative expenses (other) incurred	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,581,099
Value of net income/loss	2019-12-31	$1,581,099
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$36,606,945
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$36,606,945
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$35,025,846
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$35,025,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$19,372
Investment advisory and management fees	2019-12-31	$19,372
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,360,782
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,360,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,098,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,098,554
Interest on participant loans	2019-12-31	$38,964
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$29,527,443
Value of interest in common/collective trusts at end of year	2019-12-31	$29,527,443
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,473,833
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,473,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$896,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$896,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$896,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$896,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,780,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,780,211
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$3,847,286
Net investment gain or loss from common/collective trusts	2019-12-31	$3,847,286
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,019,827
Contributions received in cash from employer	2019-12-31	$1,019,827
Employer contributions (assets) at end of year	2019-12-31	$38,808
Employer contributions (assets) at end of year	2019-12-31	$38,808
Employer contributions (assets) at beginning of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,009,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$8,009,395
Contract administrator fees	2019-12-31	$139,261
Contract administrator fees	2019-12-31	$139,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MOSS ADAMS, LLP
Accountancy firm name	2019-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2019-12-31	910189318
Accountancy firm EIN	2019-12-31	910189318
2018 : ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$2,119,551
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,350,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,233,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,995,632
Value of total assets at end of year	2018-12-31	$35,025,846
Value of total assets at beginning of year	2018-12-31	$36,256,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$117,009
Total interest from all sources	2018-12-31	$26,901
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$2,098,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$2,098,992
Administrative expenses professional fees incurred	2018-12-31	$42,505
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,009,068
Participant contributions at end of year	2018-12-31	$557,211
Participant contributions at beginning of year	2018-12-31	$587,817
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$77,775
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,126,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,230,820
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$35,025,846
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$36,256,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$74,504
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$32,098,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$32,484,758
Interest on participant loans	2018-12-31	$26,901
Value of interest in common/collective trusts at end of year	2018-12-31	$1,473,833
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,481,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$896,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$796,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$796,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-4,001,974
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$860,253
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$828,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,233,362
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2018-12-31	910189318
2017 : ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,909,314
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,392,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,271,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,653,570
Value of total assets at end of year	2017-12-31	$36,256,666
Value of total assets at beginning of year	2017-12-31	$28,740,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$121,208
Total interest from all sources	2017-12-31	$22,296
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,461,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,461,934
Administrative expenses professional fees incurred	2017-12-31	$17,280
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,850,538
Participant contributions at end of year	2017-12-31	$587,817
Participant contributions at beginning of year	2017-12-31	$459,584
Participant contributions at end of year	2017-12-31	$77,775
Participant contributions at beginning of year	2017-12-31	$56,638
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$140,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$7,516,402
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$36,256,666
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$28,740,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$103,928
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$32,484,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$26,475,557
Interest on participant loans	2017-12-31	$22,296
Value of interest in common/collective trusts at end of year	2017-12-31	$1,481,186
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,120,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$796,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,771,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,662,497
Employer contributions (assets) at end of year	2017-12-31	$828,142
Employer contributions (assets) at beginning of year	2017-12-31	$627,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,271,704
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2017-12-31	910189318
2016 : ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,077,246
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,212,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,116,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,552,596
Value of total assets at end of year	2016-12-31	$28,740,264
Value of total assets at beginning of year	2016-12-31	$26,875,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$96,541
Total interest from all sources	2016-12-31	$19,173
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$757,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$757,466
Administrative expenses professional fees incurred	2016-12-31	$7,250
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,637,398
Participant contributions at end of year	2016-12-31	$459,584
Participant contributions at beginning of year	2016-12-31	$433,281
Participant contributions at end of year	2016-12-31	$56,638
Participant contributions at beginning of year	2016-12-31	$54,452
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$548,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,864,465
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$28,740,264
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$26,875,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$89,291
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$26,475,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$24,355,105
Interest on participant loans	2016-12-31	$19,173
Value of interest in common/collective trusts at end of year	2016-12-31	$1,120,981
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,405,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$733,173
Net investment gain or loss from common/collective trusts	2016-12-31	$14,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,367,029
Employer contributions (assets) at end of year	2016-12-31	$627,504
Employer contributions (assets) at beginning of year	2016-12-31	$627,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,116,240
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	TANNER LLC
Accountancy firm EIN	2016-12-31	202253063
2015 : ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,081,167
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,524,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,412,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,922,347
Value of total assets at end of year	2015-12-31	$26,875,799
Value of total assets at beginning of year	2015-12-31	$28,319,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$111,842
Total interest from all sources	2015-12-31	$18,774
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,211,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,211,391
Administrative expenses professional fees incurred	2015-12-31	$6,715
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,500,918
Participant contributions at end of year	2015-12-31	$433,281
Participant contributions at beginning of year	2015-12-31	$490,330
Participant contributions at end of year	2015-12-31	$54,452
Participant contributions at beginning of year	2015-12-31	$47,172
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$112,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,443,320
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$26,875,799
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$28,319,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$105,127
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$24,355,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$25,175,519
Interest on participant loans	2015-12-31	$18,774
Value of interest in common/collective trusts at end of year	2015-12-31	$1,405,078
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,131,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,083,498
Net investment gain or loss from common/collective trusts	2015-12-31	$12,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,308,815
Employer contributions (assets) at end of year	2015-12-31	$627,883
Employer contributions (assets) at beginning of year	2015-12-31	$474,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,412,645
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	TANNER LLC
Accountancy firm EIN	2015-12-31	202253063
2014 : ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$5,394,208
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	$3,601,131
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,470,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,337,961
Value of total corrective distributions	2014-12-31	$28,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,607,783
Value of total assets at end of year	2014-12-31	$28,319,119
Value of total assets at beginning of year	2014-12-31	$21,794,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$103,514
Total interest from all sources	2014-12-31	$20,635
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,166,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,166,004
Administrative expenses professional fees incurred	2014-12-31	$3,145
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,404,868
Participant contributions at end of year	2014-12-31	$490,330
Participant contributions at beginning of year	2014-12-31	$462,594
Participant contributions at end of year	2014-12-31	$47,172
Participant contributions at beginning of year	2014-12-31	$31,929
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$82,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,130,760
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$28,319,119
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$21,794,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$100,369
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$25,175,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$18,338,998
Interest on participant loans	2014-12-31	$20,635
Value of interest in common/collective trusts at end of year	2014-12-31	$2,131,869
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,408,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-225,318
Net investment gain or loss from common/collective trusts	2014-12-31	$32,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,120,420
Employer contributions (assets) at end of year	2014-12-31	$474,229
Employer contributions (assets) at beginning of year	2014-12-31	$552,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,337,961
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	TANNER LLC
Accountancy firm EIN	2014-12-31	202253063

Form 5500 Responses for ALTABANCORP EMPLOYEES' RETIREMENT PLAN

2021: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALTABANCORP EMPLOYEES' RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ALTABANCORP
Employer identification number (EIN):	870622021
NAIC Classification:	522110
NAIC Description:	Commercial Banking