Holladay Bank & Trust 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Holladay Bank & Trust)
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, Holladay Bank & Trust 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Holladay Bank & Trust under EIN 87-0301497 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $1,605,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holladay Bank & Trust
- EIN
- 87-0301497
- Plan number
- 002
- Plan type
- 2
- Location
- Holladay, UT
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $1,605,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20241015141236NAL0028720113001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,605,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,605,521
- Net assets (BOY)
- $1,454,228
Income & contributions
- Employer contributions
- $24,213
- Participant contributions
- $44,556
- Total income / additions
- $214,220
Expenses & distributions
- Benefits paid
- $57,945
- Administrative expenses
- $4,982
- Total expenses
- $62,927
- Net increase / (decrease)
- $151,293
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.