Plan5500

The Union State Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Union State Bank (EIN 48-0456370) is a plan sponsor located in Arkansas City, KS with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
48-0456370
Location
Arkansas City, KS
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Union State Bank

  • 1 loaded plans hold $1.2M in reported assets.
  • The largest, Union State Bank Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 88 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1MSummed across loaded plans$1,043,679
Total reported assets$1.2M$1,199,322
Total reported participants88
Total reported liabilities$155.6K$155,643

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1MLiabilities$155.6K
Contributions & income
Employer contributions$168.5K
Participant contributionsNot reported
Total income / additions$206.6K
Expenses & distributions
Benefits paid / distributions$18.6K
Total expenses$43.5K
Net increase / (decrease)$163K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Union State Bank Employee Stock Ownership Plan
Participants per plan88Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Union State Bank Employee Stock Ownership Plan$1.2M
    Plan #003 · 88 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Union State Bank. Open one for its full reported snapshot.

  1. 2023
    Union State Bank Employee Stock Ownership Plan88 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Union State Bank report on Form 5500?
The Union State Bank (EIN 48-0456370) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Union State Bank?
The Employer Identification Number (EIN) reported for The Union State Bank is 48-0456370.
What is the latest Form 5500 filing year for The Union State Bank?
The latest loaded Form 5500 filing year for The Union State Bank is 2023.

Related Form 5500 pages