2023 Form 5500 filing — Holladay Bank & Trust 401(K) Profit Sharing Plan And Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015141236NAL0028720113001) for Holladay Bank & Trust 401(K) Profit Sharing Plan And Trust, reported by Holladay Bank & Trust under EIN 87-0301497 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015141236NAL0028720113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holladay Bank & Trust
- EIN
- 87-0301497
- Plan number
- 002
- Location
- Holladay, UT
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,605,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,605,521
- Employer contributions
- $24,213
- Participant contributions
- $44,556
- Total income / additions
- $214,220
- Benefits paid
- $57,945
- Administrative expenses
- $4,982
- Total expenses
- $62,927
- Net increase / (decrease)
- $151,293
- Schedule source
- Schedule I