2023 Form 5500 filing — Ubt Bancshares, Inc. Profit Sharing/401(K) Plan And Trust
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 20241010150123NAL0011640323001) for Ubt Bancshares, Inc. Profit Sharing/401(K) Plan And Trust, reported by Ubt Bankshares, Inc. under EIN 73-1684072 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150123NAL0011640323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ubt Bankshares, Inc.
- EIN
- 73-1684072
- Plan number
- 002
- Location
- Marysville, KS
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,978,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,978,386
- Employer contributions
- $165,708
- Participant contributions
- $508,384
- Total income / additions
- $2,129,371
- Benefits paid
- $949,810
- Administrative expenses
- $55,853
- Total expenses
- $1,005,663
- Net increase / (decrease)
- $1,123,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fin Serv Advisors | NONE | $42,620 | $0 |
| Nationwide | NONE | $12,294 | $0 |
| Keating And Associates, Inc. | NONE | $5,997 | $0 |