Union Holding Corp. Employee Stock Ownership Plan — Form 5500 plan (Union Holding Corp.)
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 Holding Corp. Employee Stock Ownership Plan is a benefit plan reported by Union Holding Corp. under EIN 83-0184092 and plan number 003. The latest loaded filing year is 2023. The filing reports 329 participants and $12,720,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Holding Corp.
- EIN
- 83-0184092
- Plan number
- 003
- Plan type
- 2
- Location
- Mt. View, WY
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $12,720,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H | 20250218150703NAL0002645299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,720,920
- Total liabilities (EOY)
- $3,056,679
- Net assets (EOY)
- $9,664,241
- Net assets (BOY)
- $9,588,436
Income & contributions
- Employer contributions
- $713,020
- Total contributions
- $713,020
- Total income / additions
- $441,074
Expenses & distributions
- Benefits paid
- $139,562
- Administrative expenses
- $40
- Total expenses
- $365,269
- Net increase / (decrease)
- $75,805
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.