Utah First Federal Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 87-0212719) is a plan sponsor located in Salt Lake City, UT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
87-0212719
Location
Salt Lake City, UT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,563,736
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,563,736

Contributions & income

Employer contributions
$363,024
Participant contributions
$553,469
Total income / additions
$2,944,153

Expenses & distributions

Benefits paid / distributions
$820,114
Total expenses
$824,845
Net increase / (decrease)
$2,119,308

Coverage

Total reported participants
255
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Utah First Federal Credit Union plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Utah First Federal Credit Union 401(K) Profit Sharing Plan001141$13,563,7362023
Utah First Federal Credit Union501114not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Utah First Federal Credit Union
YearPlanParticipantsSchedulesFiling
2023Utah First Federal Credit Union11420240826104925NAL0009438401001
2023Utah First Federal Credit Union 401(K) Profit Sharing Plan141H, C20241015083901NAL0014258915001

Related Form 5500 pages