2023 Form 5500 filing — Union Bank 401(K)

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 20241010154254NAL0041385250001) for Union Bank 401(K), reported by Union Bank under EIN 71-0182110 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.3MReported net assets$9,289,156
Participants147
Provider compensation$31.3K2 Schedule C row(s)$31,260
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010154254NAL0041385250001
Plan sponsor
Union Bank
EIN
71-0182110
Plan number
002
Location
Mena, AR
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.3M total assets
Net assets$9.3MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$381.2K
Participant$443.2K
Full reported line items
Total assets (EOY)
$9,289,156
Total liabilities (EOY)
$0
Net assets (EOY)
$9,289,156
Employer contributions
$381,187
Participant contributions
$443,195
Total income / additions
$2,109,877
Benefits paid
$1,387,357
Administrative expenses
$31,260
Total expenses
$1,418,617
Net increase / (decrease)
$691,260
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $17.2K
  2. 2
    RECORDKEEPER · Direct $14.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010154254NAL0041385250001 cover?
It is the 2023 Form 5500 filing for Union Bank 401(K), reported by Union Bank (EIN 71-0182110).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages