Usb Corporation Incentive Savings Plan — Form 5500 plan (Usb Corporation)
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, Usb Corporation Incentive Savings Plan is a benefit plan reported by Usb Corporation under EIN 04-2859171 and plan number 005. The latest loaded filing year is 2023. The filing reports 30 participants and $8,849,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Usb Corporation
- EIN
- 04-2859171
- Plan number
- 005
- Plan type
- 2
- Location
- Lincoln, MA
- Latest filing year
- 2023
- Participants
- 30
- End-of-year plan assets
- $8,849,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20250506103718NAL0006753235001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,849,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,849,426
- Net assets (BOY)
- $7,035,181
Income & contributions
- Employer contributions
- $103,614
- Participant contributions
- $373,225
- Total income / additions
- $2,257,452
Expenses & distributions
- Benefits paid
- $442,832
- Administrative expenses
- $375
- Total expenses
- $443,207
- Net increase / (decrease)
- $1,814,245
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.