Union Financial Group, Ltd. Employee Stock Ownership Plan — Form 5500 plan (Union Financial Group, Ltd)
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, Union Financial Group, Ltd. Employee Stock Ownership Plan is a benefit plan reported by Union Financial Group, Ltd under EIN 37-1009274 and plan number 004. The latest loaded filing year is 2023. The filing reports 33 participants and $15,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Financial Group, Ltd
- EIN
- 37-1009274
- Plan number
- 004
- Plan type
- 2
- Location
- Creve Coeur, MO
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $15,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240516082423NAL0041547697001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,303
- Net assets (EOY)
- $15,303
- Net assets (BOY)
- $14,593
Income & contributions
- Total income / additions
- $710
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $710
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.