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Form 5500 - Schedule H West Valley City Utah: What You Should Know

AFFILIATED PLANS–Schedule of assets (Acquired and disposed of, within the plan year): Line 1 —Amount invested by each plan that may be aggregated with the assets of the plan. Line 2 —Number, and share, of individual plan (the “Plan Employee Plan”) on which the plan property is maintained. 15.4 CORPORATE PLAN–Schedule of assets (Acquired and disposed of, within the plan year): Line 1 —Amount invested by each plan that can be aggregated with the assets of the plan. Line 2 —Number, and share, of individual plan (the “Plan Employee Plan”) on which the plan property is maintained. 15.5 OTHER NON-CORPORATE PLAN–Schedule of assets (Acquired and disposed of, within the plan year): Line 1 —Amount invested by each plan that can be aggregated with the assets of the plan. Line 2 —Number, and share, of individual plan (the “Plan Employee Plan”) on which the plan property is maintained. FUTURE EXCITEMENTS: Form 5500 Schedule H (Schedule of Assets) Form 11-K SUPPLEMENTAL SCHEDULES: U.S. Department of Labor Form 11-K : The following table reports the date of the first sale of interest under the plan and the date of last sale of such interest. The table also shows whether the taxpayer is an active participant in the plan and the average annual investment amount. In order to qualify for this classification, a taxpayer should not have paid more than 80% during the most recent 6 months the interest under the plan was held by the taxpayers, or paid more than 100% during the most recent 12 months. The following table shows the definition for the class of plan. Class of Plan Interest Sold, and/or Paid in the Last 6 Months Last Sale of Interest Last Sale of Interest Last Sale of Interest and Average Annual Investment 1,000,000 or less, or Less than 3 Months of Investment 3,000,000 to 9,999,999,000 Less than 12 Months of Investment 10,000,000 and 9,999,999,000 12 Months or More of Investment 11,000,000 or More Other Investment The annual investment minimum depends upon the investment percentage to which a taxpayer contributes.

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