Union Savings Bank 401(K) Plan — Form 5500 plan (Union Savings Bank)
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, Union Savings Bank 401(K) Plan is a benefit plan reported by Union Savings Bank under EIN 31-0473290 and plan number 002. The latest loaded filing year is 2023. The filing reports 696 participants and $41,948,633 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Savings Bank
- EIN
- 31-0473290
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $41,948,633
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20241011125032NAL0010928499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,948,633
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,948,633
- Net assets (BOY)
- $39,890,021
Income & contributions
- Employer contributions
- $639,548
- Participant contributions
- $2,165,954
- Total contributions
- $3,217,065
- Total income / additions
- $7,648,757
Expenses & distributions
- Benefits paid
- $5,499,250
- Administrative expenses
- $90,895
- Total expenses
- $5,590,145
- Net increase / (decrease)
- $2,058,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Corporation Of America | NONE | $48,119 | $10,522 | 2023 |
| Pca Investment Advisory Services | NONE | $42,776 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $9,504 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Pension Corporation Of America — Schedule C compensation
- Pca Investment Advisory Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation