First Utah Bancorporation 401(K) Retirement Savings Plan — Form 5500 plan (First Utah Bancorporation)
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, First Utah Bancorporation 401(K) Retirement Savings Plan is a benefit plan reported by First Utah Bancorporation under EIN 87-0344903 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $9,355,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Utah Bancorporation
- EIN
- 87-0344903
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $9,355,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240826101522NAL0005421251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,355,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,355,619
- Net assets (BOY)
- $8,499,520
Income & contributions
- Employer contributions
- $404,239
- Participant contributions
- $638,469
- Total contributions
- $1,042,708
- Total income / additions
- $2,440,704
Expenses & distributions
- Benefits paid
- $1,549,636
- Administrative expenses
- $34,969
- Total expenses
- $1,584,605
- Net increase / (decrease)
- $856,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $31,250 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $13,976 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,719 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $576 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First Utah Bancorporation
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation