Union State Bank 401(K) Profit Sharing Plan — Form 5500 plan (Union State 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 State Bank 401(K) Profit Sharing Plan is a benefit plan reported by Union State Bank under EIN 63-0215110 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $4,205,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union State Bank
- EIN
- 63-0215110
- Plan number
- 001
- Plan type
- 2
- Location
- Pell City, AL
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $4,205,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | I | 20240514095727NAL0045686016003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,205,523
- Net assets (EOY)
- $4,205,523
- Net assets (BOY)
- $3,818,182
Income & contributions
- Participant contributions
- $154,159
- Total income / additions
- $525,076
Expenses & distributions
- Benefits paid
- $127,960
- Total expenses
- $137,735
- Net increase / (decrease)
- $387,341
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.