United Business Bank 401(K) Plan — Form 5500 plan (United Business Bank)
Plain-English plan 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, United Business Bank 401(K) Plan is a benefit plan reported by United Business Bank under EIN 20-0910111 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $28,135,635 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Business Bank
- EIN
- 20-0910111
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 505
- End-of-year plan assets
- $28,135,635
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 505 | H, C | 20241008171257NAL0029342272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,135,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,135,635
- Net assets (BOY)
- $22,424,639
Income & contributions
- Employer contributions
- $930,919
- Participant contributions
- $2,110,148
- Total contributions
- $3,516,638
- Total income / additions
- $7,671,991
Expenses & distributions
- Benefits paid
- $1,834,322
- Administrative expenses
- $126,614
- Total expenses
- $1,960,995
- Net increase / (decrease)
- $5,710,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baybridge Capital Group LLC | INVESTMENT ADVISORY - PL | $38,557 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $35,562 | $0 | 2023 |
| Redwood Pensions, LLC | TPA | $12,172 | $0 | 2023 |