2023 Form 5500 filing — Union Financial Group, Ltd. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240516082423NAL0041547697001) for Union Financial Group, Ltd. Employee Stock Ownership Plan, reported by Union Financial Group, Ltd under EIN 37-1009274 and plan number 004. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240516082423NAL0041547697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Financial Group, Ltd
- EIN
- 37-1009274
- Plan number
- 004
- Location
- Creve Coeur, MO
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,303
- Net assets (EOY)
- $15,303
- Total income / additions
- $710
- Total expenses
- $0
- Net increase / (decrease)
- $710
- Schedule source
- Schedule I