2023 Form 5500 filing — Union State Bank 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 20240626112904NAL0009363761001) for Union State Bank Employee Stock Ownership Plan, reported by The Union State Bank under EIN 48-0456370 and plan number 003. It reports 88 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1MReported net assets$1,043,679
Participants88
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626112904NAL0009363761001
Plan sponsor
The Union State Bank
EIN
48-0456370
Plan number
003
Location
Arkansas City, KS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.2M total assets
Net assets$1MLiabilities$155.6K
Money in vs. money out
Total income / additions$206.6K
Total expenses$43.5K
Benefits paid / distributions$18.6K
Contributions
Employer$168.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,199,322
Total liabilities (EOY)
$155,643
Net assets (EOY)
$1,043,679
Employer contributions
$168,484
Total income / additions
$206,550
Benefits paid
$18,556
Total expenses
$43,512
Net increase / (decrease)
$163,038

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626112904NAL0009363761001 cover?
It is the 2023 Form 5500 filing for Union State Bank Employee Stock Ownership Plan, reported by The Union State Bank (EIN 48-0456370).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages