Utah First Federal Credit Union 401(K) Profit Sharing Plan — Form 5500 plan (Utah First Federal Credit Union)
Plain-English plan 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, Utah First Federal Credit Union 401(K) Profit Sharing Plan is a benefit plan reported by Utah First Federal Credit Union under EIN 87-0212719 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $13,563,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utah First Federal Credit Union
- EIN
- 87-0212719
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $13,563,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241015083901NAL0014258915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,563,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,563,736
- Net assets (BOY)
- $11,444,428
Income & contributions
- Employer contributions
- $363,024
- Participant contributions
- $553,469
- Total contributions
- $918,748
- Total income / additions
- $2,944,153
Expenses & distributions
- Benefits paid
- $820,114
- Administrative expenses
- $2,932
- Total expenses
- $824,845
- Net increase / (decrease)
- $2,119,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $2,931 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Ameriprise | ADVISOR | $0 | $0 | 2023 |