401k Plan data: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN plan

BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	002

BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: ALTABANK

Employer identification number (EIN): 870164017

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 WOLFGANG MUELLECK
002 2012-01-01 WOLFGANG MUELLECK
002 2011-01-01 LARRY MINER
002 2009-01-01 LARRY R. MINER LARRY R. MINER 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	WOLFGANG MUELLECK
002	2012-01-01	WOLFGANG MUELLECK
002	2011-01-01	LARRY MINER
002	2009-01-01	LARRY R. MINER	LARRY R. MINER	2010-10-13

Plan Statistics for BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN

401k plan membership statisitcs for BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN

Measure Date Value
2013: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 311
Number of retired or separated participants receiving benefits 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 67
Total of all active and inactive participants 2013-01-01 393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 393
Number of participants with account balances 2013-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 18
2012: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 305
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 76
Total of all active and inactive participants 2012-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 381
Number of participants with account balances 2012-01-01 337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 265
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 92
Total of all active and inactive participants 2011-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 357
Number of participants with account balances 2011-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 19
2009: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 252
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 96
Total of all active and inactive participants 2009-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 349
Number of participants with account balances 2009-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 28

Measure	Date	Value
2013: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	311
Number of retired or separated participants receiving benefits	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	67
Total of all active and inactive participants	2013-01-01	393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	393
Number of participants with account balances	2013-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	18
2012: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	305
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	76
Total of all active and inactive participants	2012-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	381
Number of participants with account balances	2012-01-01	337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	265
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	92
Total of all active and inactive participants	2011-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	357
Number of participants with account balances	2011-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	19
2009: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	252
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	96
Total of all active and inactive participants	2009-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	349
Number of participants with account balances	2009-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	28

Financial Data on BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN

Measure	Date	Value
2013 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$3,932,855
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$853,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$744,147
Value of total corrective distributions	2013-12-31	$28,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,049,646
Value of total assets at end of year	2013-12-31	$21,794,151
Value of total assets at beginning of year	2013-12-31	$18,714,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$80,650
Total interest from all sources	2013-12-31	$16,832
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$563,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$563,415
Administrative expenses professional fees incurred	2013-12-31	$1,455
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$953,285
Participant contributions at end of year	2013-12-31	$462,594
Participant contributions at beginning of year	2013-12-31	$436,635
Participant contributions at end of year	2013-12-31	$31,929
Participant contributions at beginning of year	2013-12-31	$28,574
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$186,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,079,162
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$21,794,151
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$18,714,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$79,195
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$18,338,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,189,419
Interest on participant loans	2013-12-31	$16,832
Value of interest in common/collective trusts at end of year	2013-12-31	$2,408,043
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,628,253
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,295,463
Net investment gain or loss from common/collective trusts	2013-12-31	$7,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$909,729
Employer contributions (assets) at end of year	2013-12-31	$552,587
Employer contributions (assets) at beginning of year	2013-12-31	$432,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$744,147
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TANNER LLC
Accountancy firm EIN	2013-12-31	202253063
2012 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,407,593
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$683,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$592,077
Value of total corrective distributions	2012-12-31	$18,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,667,292
Value of total assets at end of year	2012-12-31	$18,714,989
Value of total assets at beginning of year	2012-12-31	$15,990,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$72,718
Total interest from all sources	2012-12-31	$19,070
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$686,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$686,981
Administrative expenses professional fees incurred	2012-12-31	$800
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$890,721
Participant contributions at end of year	2012-12-31	$436,635
Participant contributions at beginning of year	2012-12-31	$484,110
Participant contributions at end of year	2012-12-31	$28,574
Participant contributions at beginning of year	2012-12-31	$27,766
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$16,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,724,273
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$18,714,989
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$15,990,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$71,918
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,189,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,662,649
Interest on participant loans	2012-12-31	$19,070
Value of interest in common/collective trusts at end of year	2012-12-31	$2,628,253
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,655,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,017,514
Net investment gain or loss from common/collective trusts	2012-12-31	$16,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$760,200
Employer contributions (assets) at end of year	2012-12-31	$432,108
Employer contributions (assets) at beginning of year	2012-12-31	$160,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$592,077
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	TANNER LLC
Accountancy firm EIN	2012-12-31	202253063
2011 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$804,777
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$474,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$402,677
Value of total corrective distributions	2011-12-31	$4,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,218,996
Value of total assets at end of year	2011-12-31	$15,990,716
Value of total assets at beginning of year	2011-12-31	$15,660,355
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$67,620
Total interest from all sources	2011-12-31	$23,387
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$440,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$440,197
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$774,421
Participant contributions at end of year	2011-12-31	$484,110
Participant contributions at beginning of year	2011-12-31	$388,579
Participant contributions at end of year	2011-12-31	$27,766
Participant contributions at beginning of year	2011-12-31	$27,342
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$330,361
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$15,990,716
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$15,660,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$66,620
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,662,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,653,211
Interest on participant loans	2011-12-31	$23,387
Value of interest in common/collective trusts at end of year	2011-12-31	$2,655,215
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,430,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-877,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$444,384
Employer contributions (assets) at end of year	2011-12-31	$160,976
Employer contributions (assets) at beginning of year	2011-12-31	$160,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$402,677
Contract administrator fees	2011-12-31	$1,000
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	TANNER LLC
Accountancy firm EIN	2011-12-31	202253063
2010 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,893,470
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,184,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,103,775
Value of total corrective distributions	2010-12-31	$9,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,114,587
Value of total assets at end of year	2010-12-31	$15,660,355
Value of total assets at beginning of year	2010-12-31	$13,950,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$70,728
Total interest from all sources	2010-12-31	$21,573
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$333,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$333,925
Administrative expenses professional fees incurred	2010-12-31	$1,900
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$697,354
Participant contributions at end of year	2010-12-31	$388,579
Participant contributions at beginning of year	2010-12-31	$263,476
Participant contributions at end of year	2010-12-31	$27,342
Participant contributions at beginning of year	2010-12-31	$27,442
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,133
Total non interest bearing cash at beginning of year	2010-12-31	$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,709,465
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$15,660,355
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,950,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$68,828
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,653,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,633,269
Interest on participant loans	2010-12-31	$21,573
Value of interest in common/collective trusts at end of year	2010-12-31	$2,430,520
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,016,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,384,090
Net investment gain or loss from common/collective trusts	2010-12-31	$39,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$412,100
Employer contributions (assets) at end of year	2010-12-31	$160,703
Employer contributions (assets) at beginning of year	2010-12-31	$10,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,103,775
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TANNER LLC
Accountancy firm EIN	2010-12-31	202253063
2009 : BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN

2013: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BANK OF AMERICAN FORK EMPLOYEES' PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ALTABANK
Employer identification number (EIN):	870164017
NAIC Classification:	522110
NAIC Description:	Commercial Banking