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, Ubt Bancshares, Inc. Employee Stock Ownership Plan is a benefit plan reported by Ubt Bancshares, Inc. under EIN 73-1684072 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $13,405,105 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,405,105
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,405,105
- Net assets (BOY)
- $12,289,452
Income & contributions
- Employer contributions
- $360,000
- Total contributions
- $360,000
- Total income / additions
- $1,307,264
Expenses & distributions
- Benefits paid
- $175,685
- Administrative expenses
- $15,926
- Total expenses
- $191,611
- Net increase / (decrease)
- $1,115,653