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. Profit Sharing/401(K) Plan And Trust is a benefit plan reported by Ubt Bankshares, Inc. under EIN 73-1684072 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $10,978,386 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,978,386
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,978,386
- Net assets (BOY)
- $9,854,678
Income & contributions
- Employer contributions
- $165,708
- Participant contributions
- $508,384
- Total contributions
- $754,509
- Total income / additions
- $2,129,371
Expenses & distributions
- Benefits paid
- $949,810
- Administrative expenses
- $55,853
- Total expenses
- $1,005,663
- Net increase / (decrease)
- $1,123,708