First Union Financial Corporation Employee Stock Ownership Plan — Form 5500 plan (First Union Financial Corporation)
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, First Union Financial Corporation Employee Stock Ownership Plan is a benefit plan reported by First Union Financial Corporation under EIN 71-0182120 and plan number 002. The latest loaded filing year is 2023. The filing reports 71 participants and $2,077,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First Union Financial Corporation
- EIN
- 71-0182120
- Plan number
- 002
- Plan type
- 2
- Location
- Monticello, AR
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $2,077,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240417155138NAL0005716050001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,077,826
- Total liabilities (EOY)
- $81,000
- Net assets (EOY)
- $1,996,826
- Net assets (BOY)
- $1,874,449
Income & contributions
- Employer contributions
- $80,000
- Participant contributions
- $0
- Total income / additions
- $385,748
Expenses & distributions
- Benefits paid
- $182,371
- Administrative expenses
- $0
- Total expenses
- $263,371
- Net increase / (decrease)
- $122,377
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.