2023 Form 5500 filing — The Union State Bank 401(K) 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 20240724144304NAL0007540483001) for The Union State Bank 401(K) Employee Stock Ownership Plan, reported by Union State Bank under EIN 48-0456400 and plan number 001. It reports 92 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.2MReported net assets$7,216,779
Participants92
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240724144304NAL0007540483001
Plan sponsor
Union State Bank
EIN
48-0456400
Plan number
001
Location
Everest, 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)$7.2M total assets
Net assets$7.2MLiabilities
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$196.2K
Participant$396.8K
Full reported line items
Total assets (EOY)
$7,216,779
Net assets (EOY)
$7,216,779
Employer contributions
$196,204
Participant contributions
$396,771
Total income / additions
$1,846,315
Benefits paid
$1,308,350
Administrative expenses
$20,014
Total expenses
$1,334,615
Net increase / (decrease)
$511,700

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724144304NAL0007540483001 cover?
It is the 2023 Form 5500 filing for The Union State Bank 401(K) Employee Stock Ownership Plan, reported by Union State Bank (EIN 48-0456400).
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