Plan5500

Union Bank & Trust Company 401(K) Plan — Form 5500 plan (Union Bank & Trust Company)

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 Bank & Trust Company 401(K) Plan is a benefit plan reported by Union Bank & Trust Company under EIN 62-0391100 and plan number 002. The latest loaded filing year is 2023. The filing reports 15 participants and $933,080 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$933.1KPlan net assets, end of year$933,080
Participants15Covered participants reported
Assets / participant$62.2KComputed: assets ÷ participants$62,205 (computed)
Provider compensationNone reported
Plan sponsor
Union Bank & Trust Company
EIN
62-0391100
Plan number
002
Plan type
2
Location
Livingston, TN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    15 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$933.1K total assets
Net assets$933.1KLiabilities—
Money in vs. money out
Total income / additions$55.3K
Total expenses$4K
Benefits paid / distributions$4K
Contributions
Employer$43.3K
Participant$9.9K
Full reported line items

Net assets

Total assets (EOY)
$933,080
Net assets (EOY)
$933,080
Net assets (BOY)
$881,784

Income & contributions

Employer contributions
$43,254
Participant contributions
$9,930
Total income / additions
$55,293

Expenses & distributions

Benefits paid
$3,997
Total expenses
$3,997
Net increase / (decrease)
$51,296
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 81%Participant 19%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages