How many benefit plans does Ubt Bancshares, Inc. report on Form 5500?

Ubt Bancshares, Inc. (EIN 73-1684072) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Ubt Bancshares, Inc.?

The Employer Identification Number (EIN) reported for Ubt Bancshares, Inc. is 73-1684072.

What is the latest Form 5500 filing year for Ubt Bancshares, Inc.?

The latest loaded Form 5500 filing year for Ubt Bancshares, Inc. is 2023.

Ubt Bancshares, Inc. — 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, Ubt Bancshares, Inc. (EIN 73-1684072) is a plan sponsor located in Marysville, KS with 1 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: 73-1684072
Location: Marysville, KS
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $24,383,491
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $24,383,491

Contributions & income

Employer contributions: $525,708
Participant contributions: $508,384
Total income / additions: $3,436,635

Expenses & distributions

Benefits paid / distributions: $1,125,495
Total expenses: $1,197,274
Net increase / (decrease): $2,239,361

Coverage

Total reported participants: 249
Plans with financial statements: 2
Plans with provider compensation: 2

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

Ubt Bancshares, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Ubt Bancshares, Inc. Employee Stock Ownership Plan	001	126	$13,405,105	2023
Ubt Bancshares, Inc. Profit Sharing/401(K) Plan And Trust	002	123	$10,978,386	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ubt Bancshares, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Ubt Bancshares, Inc. Profit Sharing/401(K) Plan And Trust	123	H, C	20241010150123NAL0011640323001
2023	Ubt Bancshares, Inc. Employee Stock Ownership Plan	126	H, C	20241010153718NAL0011669859001