2023 Form 5500 filing — Union State Bank 401(K) Profit Sharing 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 20240514095727NAL0045686016003) for Union State Bank 401(K) Profit Sharing Plan, reported by Union State Bank under EIN 63-0215110 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240514095727NAL0045686016003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union State Bank
- EIN
- 63-0215110
- Plan number
- 001
- Location
- Pell City, AL
- Participants
- 102
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,205,523
- Net assets (EOY)
- $4,205,523
- Participant contributions
- $154,159
- Total income / additions
- $525,076
- Benefits paid
- $127,960
- Total expenses
- $137,735
- Net increase / (decrease)
- $387,341
- Schedule source
- Schedule I