2023 Form 5500 filing — Union Holding Corp. 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 20250218150703NAL0002645299001) for Union Holding Corp. Employee Stock Ownership Plan, reported by Union Holding Corp. under EIN 83-0184092 and plan number 003. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,664,241
Participants329
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250218150703NAL0002645299001
Plan sponsor
Union Holding Corp.
EIN
83-0184092
Plan number
003
Location
Mt. View, WY
Received date
not reported in the loaded dataset
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)$12.7M total assets
Net assets$9.7MLiabilities$3.1M
Money in vs. money out
Total income / additions$441.1K
Total expenses$365.3K
Benefits paid / distributions$139.6K
Contributions
Employer$713K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$12,720,920
Total liabilities (EOY)
$3,056,679
Net assets (EOY)
$9,664,241
Employer contributions
$713,020
Total income / additions
$441,074
Benefits paid
$139,562
Administrative expenses
$40
Total expenses
$365,269
Net increase / (decrease)
$75,805

Related Form 5500 pages