2023 Form 5500 filing — First Union Financial Corporation Employee Stock Ownership 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 20240417155138NAL0005716050001) for First Union Financial Corporation Employee Stock Ownership Plan, reported by First Union Financial Corporation under EIN 71-0182120 and plan number 002. It reports 71 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240417155138NAL0005716050001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Union Financial Corporation
- EIN
- 71-0182120
- Plan number
- 002
- Location
- Monticello, AR
- Participants
- 71
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,077,826
- Total liabilities (EOY)
- $81,000
- Net assets (EOY)
- $1,996,826
- Employer contributions
- $80,000
- Participant contributions
- $0
- Total income / additions
- $385,748
- Benefits paid
- $182,371
- Administrative expenses
- $0
- Total expenses
- $263,371
- Net increase / (decrease)
- $122,377
- Schedule source
- Schedule I