2023 Form 5500 filing — Utah First Federal Credit Union 401(K) Profit Sharing Plan
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 20241015083901NAL0014258915001) for Utah First Federal Credit Union 401(K) Profit Sharing Plan, reported by Utah First Federal Credit Union under EIN 87-0212719 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083901NAL0014258915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Utah First Federal Credit Union
- EIN
- 87-0212719
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,563,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,563,736
- Employer contributions
- $363,024
- Participant contributions
- $553,469
- Total income / additions
- $2,944,153
- Benefits paid
- $820,114
- Administrative expenses
- $2,932
- Total expenses
- $824,845
- Net increase / (decrease)
- $2,119,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $2,931 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Ameriprise | ADVISOR | $0 | $0 |