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UTAH COMMUNITY BANK 401(K) PLAN 401k Plan overview

Plan NameUTAH COMMUNITY BANK 401(K) PLAN
Plan identification number 001

UTAH COMMUNITY BANK 401(K) PLAN Benefits

401k Plan TypeDefined 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

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

Company Name:FINWISE BANK
Employer identification number (EIN):870632133
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTAH COMMUNITY BANK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JAVVIS JACOBSON
0012023-01-01
0012023-01-01JAVVIS JACOBSON
0012022-01-01
0012022-01-01JAVVIS JACOBSON
0012021-01-01
0012021-01-01JAVVIS JACOBSON
0012020-01-01JAVVIS JACOBSON2021-10-15 JAVVIS JACOBSON2021-10-15
0012020-01-01JAVVIS JACOBSON2021-11-11
0012019-01-01JAVVIS JACOBSON2020-08-24
0012018-01-01JAVVIS JACOBSON2019-07-23 JAVVIS JACOBSON2019-07-23
0012017-01-01JAVVIS JACOBSON2018-08-20 JAVVIS JACOBSON2018-08-20
0012016-01-01JAVVIS JACOBSON2017-07-24 JAVVIS JACOBSON2017-07-24
0012015-01-01JAVVIS JACOBSON2016-08-29 JAVVIS JACOBSON2016-08-29
0012014-01-01JAVVIS JACOBSON2015-07-22 JAVVIS JACOBSON2015-07-22
0012013-01-01PHIL GIBSON2014-07-03
0012012-01-01PHIL GIBSON2013-07-22 PHIL GIBSON2013-07-22
0012011-01-01PHIL GIBSON2012-06-29 PHIL GIBSON2012-06-29
0012010-01-01PHIL GIBSON2011-06-29 PHIL GIBSON2011-06-29

Financial Data on UTAH COMMUNITY BANK 401(K) PLAN

Measure Date Value
2023 : UTAH COMMUNITY BANK 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,715,810
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$824,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$791,414
Expenses. Certain deemed distributions of participant loans2023-12-31$2,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,807,125
Value of total assets at end of year2023-12-31$7,138,987
Value of total assets at beginning of year2023-12-31$5,248,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$31,157
Total interest from all sources2023-12-31$4,399
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$53,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$53,023
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$6,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$949,271
Participant contributions at end of year2023-12-31$70,380
Participant contributions at beginning of year2023-12-31$63,058
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$169,913
Other income not declared elsewhere2023-12-31$3,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,890,962
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,138,987
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,248,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,838,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,902,622
Value of interest in pooled separate accounts at end of year2023-12-31$11,488
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,219
Interest on participant loans2023-12-31$4,399
Value of interest in common/collective trusts at end of year2023-12-31$3,534,848
Value of interest in common/collective trusts at beginning of year2023-12-31$2,591,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$548,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$597,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$322,697
Net investment gain/loss from pooled separate accounts2023-12-31$787
Net investment gain or loss from common/collective trusts2023-12-31$524,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$687,941
Employer contributions (assets) at end of year2023-12-31$134,711
Employer contributions (assets) at beginning of year2023-12-31$90,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$791,414
Contract administrator fees2023-12-31$31,157
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,715,810
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$824,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$791,414
Expenses. Certain deemed distributions of participant loans2023-01-01$2,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,807,125
Value of total assets at end of year2023-01-01$7,138,987
Value of total assets at beginning of year2023-01-01$5,248,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$31,157
Total interest from all sources2023-01-01$4,399
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$53,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$53,023
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$6,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$949,271
Participant contributions at end of year2023-01-01$70,380
Participant contributions at beginning of year2023-01-01$63,058
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$169,913
Other income not declared elsewhere2023-01-01$3,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,890,962
Value of net assets at end of year (total assets less liabilities)2023-01-01$7,138,987
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,248,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$2,838,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$1,902,622
Value of interest in pooled separate accounts at end of year2023-01-01$11,488
Value of interest in pooled separate accounts at beginning of year2023-01-01$3,219
Interest on participant loans2023-01-01$4,399
Value of interest in common/collective trusts at end of year2023-01-01$3,534,848
Value of interest in common/collective trusts at beginning of year2023-01-01$2,591,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$548,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$597,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$322,697
Net investment gain/loss from pooled separate accounts2023-01-01$787
Net investment gain or loss from common/collective trusts2023-01-01$524,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$687,941
Employer contributions (assets) at end of year2023-01-01$134,711
Employer contributions (assets) at beginning of year2023-01-01$90,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$791,414
Contract administrator fees2023-01-01$31,157
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS LLP
Accountancy firm EIN2023-01-01910189318
2022 : UTAH COMMUNITY BANK 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$690,384
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$552,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$524,778
Expenses. Certain deemed distributions of participant loans2022-12-31$4,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,550,374
Value of total assets at end of year2022-12-31$5,248,025
Value of total assets at beginning of year2022-12-31$5,110,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,245
Total interest from all sources2022-12-31$1,527
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$34,524
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$702,850
Participant contributions at end of year2022-12-31$63,058
Participant contributions at beginning of year2022-12-31$7,562
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$405,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$137,766
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,248,025
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,110,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,902,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,449,717
Value of interest in pooled separate accounts at end of year2022-12-31$3,219
Interest on participant loans2022-12-31$1,527
Value of interest in common/collective trusts at end of year2022-12-31$2,591,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$597,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$566,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-560,841
Net investment gain/loss from pooled separate accounts2022-12-31$-1,803
Net investment gain or loss from common/collective trusts2022-12-31$-333,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$442,067
Employer contributions (assets) at end of year2022-12-31$90,348
Employer contributions (assets) at beginning of year2022-12-31$86,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$524,778
Contract administrator fees2022-12-31$23,245
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$690,384
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$552,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$524,778
Expenses. Certain deemed distributions of participant loans2022-01-01$4,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,550,374
Value of total assets at end of year2022-01-01$5,248,025
Value of total assets at beginning of year2022-01-01$5,110,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$23,245
Total interest from all sources2022-01-01$1,527
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$34,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$34,524
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$4,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$702,850
Participant contributions at end of year2022-01-01$63,058
Participant contributions at beginning of year2022-01-01$7,562
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$405,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$137,766
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,248,025
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,110,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$1,902,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$4,449,717
Value of interest in pooled separate accounts at end of year2022-01-01$3,219
Interest on participant loans2022-01-01$1,527
Value of interest in common/collective trusts at end of year2022-01-01$2,591,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$597,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$566,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-560,841
Net investment gain/loss from pooled separate accounts2022-01-01$-1,803
Net investment gain or loss from common/collective trusts2022-01-01$-333,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$442,067
Employer contributions (assets) at end of year2022-01-01$90,348
Employer contributions (assets) at beginning of year2022-01-01$86,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$524,778
Contract administrator fees2022-01-01$23,245
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSS ADAMS LLP
Accountancy firm EIN2022-01-01910189318
2021 : UTAH COMMUNITY BANK 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,605,067
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$226,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$222,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,089,501
Value of total assets at end of year2021-12-31$5,110,259
Value of total assets at beginning of year2021-12-31$3,731,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,657
Total interest from all sources2021-12-31$159
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$575,509
Participant contributions at end of year2021-12-31$7,562
Participant contributions at beginning of year2021-12-31$2,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$78,834
Value of net income/loss2021-12-31$1,379,034
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,110,259
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,731,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,449,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,086,473
Interest on participant loans2021-12-31$159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$566,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$573,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$515,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$435,158
Employer contributions (assets) at end of year2021-12-31$86,962
Employer contributions (assets) at beginning of year2021-12-31$69,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$222,376
Contract administrator fees2021-12-31$3,657
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318

Form 5500 Responses for UTAH COMMUNITY BANK 401(K) PLAN

2023: UTAH COMMUNITY BANK 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UTAH COMMUNITY BANK 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UTAH COMMUNITY BANK 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered177
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $406
Total amount of fees paid to insurance companyUSD $286
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number633164
Policy instance 2
Insurance contract or identification number633164
Number of Individuals Covered177
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $4
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSMUTUAL LIFE INSURANCE CO., (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842633
Policy instance 1
Insurance contract or identification numberGA-842633
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered162
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $328
Total amount of fees paid to insurance companyUSD $209
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSMUTUAL LIFE INSURANCE CO., (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-842633
Policy instance 1

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