UTAH BREAKERS & SUPPLY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UTAH BREAKERS & SUPPLY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 4 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| 2019: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 3 |
| Number of participants with account balances | 2019-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 3 |
| Number of participants with account balances | 2018-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 3 |
| Number of participants with account balances | 2017-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 30 |
| 2015: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-22,930 |
| Total plan assets at end of year | 2022-12-31 | $302,720 |
| Total plan assets at beginning of year | 2022-12-31 | $325,650 |
| Total contributions received or receivable from participants | 2022-12-31 | $31,587 |
| Other income received | 2022-12-31 | $-62,112 |
| Net income (gross income less expenses) | 2022-12-31 | $-22,930 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $302,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $325,650 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $7,595 |
| 2021 : UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $76,161 |
| Total plan assets at end of year | 2021-12-31 | $325,650 |
| Total plan assets at beginning of year | 2021-12-31 | $249,489 |
| Total contributions received or receivable from participants | 2021-12-31 | $29,279 |
| Other income received | 2021-12-31 | $40,803 |
| Net income (gross income less expenses) | 2021-12-31 | $76,161 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $325,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $249,489 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $6,079 |
| 2020 : UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $79,401 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,461 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,461 |
| Total plan assets at end of year | 2020-12-31 | $249,489 |
| Total plan assets at beginning of year | 2020-12-31 | $171,549 |
| Total contributions received or receivable from participants | 2020-12-31 | $28,292 |
| Other income received | 2020-12-31 | $45,963 |
| Net income (gross income less expenses) | 2020-12-31 | $77,940 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $249,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $171,549 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $5,146 |
| 2019 : UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $61,746 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,477 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,477 |
| Total plan assets at end of year | 2019-12-31 | $171,549 |
| Total plan assets at beginning of year | 2019-12-31 | $112,280 |
| Total contributions received or receivable from participants | 2019-12-31 | $27,755 |
| Other income received | 2019-12-31 | $28,436 |
| Net income (gross income less expenses) | 2019-12-31 | $59,269 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $171,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $112,280 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $5,555 |
| 2018 : UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $24,327 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,077 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $57 |
| Total plan assets at end of year | 2018-12-31 | $112,280 |
| Total plan assets at beginning of year | 2018-12-31 | $89,030 |
| Total contributions received or receivable from participants | 2018-12-31 | $29,341 |
| Other income received | 2018-12-31 | $-10,962 |
| Net income (gross income less expenses) | 2018-12-31 | $23,250 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $112,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $89,030 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $5,948 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $1,020 |
| 2017 : UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $36,933 |
| Total plan assets at end of year | 2017-12-31 | $89,030 |
| Total plan assets at beginning of year | 2017-12-31 | $52,097 |
| Total contributions received or receivable from participants | 2017-12-31 | $19,471 |
| Other income received | 2017-12-31 | $12,307 |
| Net income (gross income less expenses) | 2017-12-31 | $36,933 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $89,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $52,097 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $5,155 |
| 2016 : UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $28,260 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,837 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,837 |
| Total plan assets at end of year | 2016-12-31 | $52,097 |
| Total plan assets at beginning of year | 2016-12-31 | $25,674 |
| Total contributions received or receivable from participants | 2016-12-31 | $19,984 |
| Other income received | 2016-12-31 | $3,277 |
| Net income (gross income less expenses) | 2016-12-31 | $26,423 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $52,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $25,674 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $4,999 |
| 2015 : UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $25,674 |
| Total plan assets at end of year | 2015-12-31 | $25,674 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $20,429 |
| Other income received | 2015-12-31 | $-1,019 |
| Net income (gross income less expenses) | 2015-12-31 | $25,674 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $25,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $6,264 |
| 2022: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UTAH BREAKERS & SUPPLY RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691153 |
| Policy instance | 1 |
| Insurance contract or identification number | 691153 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $717 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $518 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691153 |
| Policy instance | 1 |
| Insurance contract or identification number | 691153 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $605 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $537 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691153 |
| Policy instance | 1 |
| Insurance contract or identification number | 691153 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $527 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $474 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691153 |
| Policy instance | 1 |
| Insurance contract or identification number | 691153 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $393 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $354 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691153 |
| Policy instance | 1 |
| Insurance contract or identification number | 691153 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $293 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $264 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691153 |
| Policy instance | 1 |
| Insurance contract or identification number | 691153 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $183 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $165 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD A BREGGER |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691153 |
| Policy instance | 1 |
| Insurance contract or identification number | 691153 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $110 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $99 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD A BREGGER |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 691153 |
| Policy instance | 1 |
| Insurance contract or identification number | 691153 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $129 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $116 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD A BREGGER |
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