Plan Name | UNION SAVINGS BANK 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UNION SAVINGS BANK |
Employer identification number (EIN): | 310473290 |
NAIC Classification: | 522110 |
NAIC Description: | Commercial Banking |
Additional information about UNION SAVINGS BANK
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1904-02-19 |
Company Identification Number: | 18477 |
Legal Registered Office Address: |
8534 E KEMPER RD - CINCINNATI United States of America (USA) 45249 |
More information about UNION SAVINGS BANK
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | LAURA BECKER | 2024-10-11 | ||
002 | 2022-01-01 | LAURA BECKER | 2023-10-16 | ||
002 | 2021-01-01 | LAURA BECKER | 2022-10-14 | ||
002 | 2020-01-01 | LAURA BECKER | 2021-10-05 | ||
002 | 2019-01-01 | JEANNINE LONG | 2020-10-14 | ||
002 | 2018-01-01 | JEANNINE LONG | 2019-09-30 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | JEANNINE LONG | |||
002 | 2013-01-01 | JEANNINE LONG | |||
002 | 2012-01-01 | JEANNINE LONG | |||
002 | 2011-01-01 | JEANNINE LONG | |||
002 | 2010-01-01 | LORA BUNGENSTOCK | LORA BUNGENSTOCK | 2011-10-14 | |
002 | 2009-01-01 | LAURA J. BECKER | LAURA J. BECKER | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2023: UNION SAVINGS BANK 401(K) PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 696 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 563 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 81 |
Total of all active and inactive participants | 2023-01-01 | 644 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 644 |
Number of participants with account balances | 2023-01-01 | 459 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 10 |
2022: UNION SAVINGS BANK 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 699 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 606 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 90 |
Total of all active and inactive participants | 2022-01-01 | 696 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 696 |
Number of participants with account balances | 2022-01-01 | 510 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
2021: UNION SAVINGS BANK 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 708 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 621 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 78 |
Total of all active and inactive participants | 2021-01-01 | 699 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 699 |
Number of participants with account balances | 2021-01-01 | 504 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 7 |
2020: UNION SAVINGS BANK 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 667 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 626 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 82 |
Total of all active and inactive participants | 2020-01-01 | 708 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 708 |
Number of participants with account balances | 2020-01-01 | 484 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
2019: UNION SAVINGS BANK 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 629 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 600 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 67 |
Total of all active and inactive participants | 2019-01-01 | 667 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 667 |
Number of participants with account balances | 2019-01-01 | 454 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 10 |
2018: UNION SAVINGS BANK 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 610 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 552 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 77 |
Total of all active and inactive participants | 2018-01-01 | 629 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 629 |
Number of participants with account balances | 2018-01-01 | 467 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 11 |
2017: UNION SAVINGS BANK 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 654 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 557 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 53 |
Total of all active and inactive participants | 2017-01-01 | 610 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 610 |
Number of participants with account balances | 2017-01-01 | 503 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 7 |
2016: UNION SAVINGS BANK 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 604 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 588 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 62 |
Total of all active and inactive participants | 2016-01-01 | 650 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 654 |
Number of participants with account balances | 2016-01-01 | 487 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 6 |
2015: UNION SAVINGS BANK 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 607 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 534 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 65 |
Total of all active and inactive participants | 2015-01-01 | 599 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 604 |
Number of participants with account balances | 2015-01-01 | 486 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 13 |
2014: UNION SAVINGS BANK 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 673 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 540 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 64 |
Total of all active and inactive participants | 2014-01-01 | 604 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 607 |
Number of participants with account balances | 2014-01-01 | 483 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 14 |
2013: UNION SAVINGS BANK 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 716 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 592 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 78 |
Total of all active and inactive participants | 2013-01-01 | 670 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 673 |
Number of participants with account balances | 2013-01-01 | 515 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 15 |
2012: UNION SAVINGS BANK 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 699 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 632 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 82 |
Total of all active and inactive participants | 2012-01-01 | 714 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 716 |
Number of participants with account balances | 2012-01-01 | 525 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 33 |
2011: UNION SAVINGS BANK 401(K) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 692 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 581 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 117 |
Total of all active and inactive participants | 2011-01-01 | 698 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 699 |
Number of participants with account balances | 2011-01-01 | 555 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 23 |
2010: UNION SAVINGS BANK 401(K) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 638 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 597 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 95 |
Total of all active and inactive participants | 2010-01-01 | 692 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 692 |
Number of participants with account balances | 2010-01-01 | 548 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 10 |
2009: UNION SAVINGS BANK 401(K) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 575 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 585 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 53 |
Total of all active and inactive participants | 2009-01-01 | 638 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 638 |
Number of participants with account balances | 2009-01-01 | 479 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 11 |
Measure | Date | Value |
---|---|---|
2023 : UNION SAVINGS BANK 401(K) PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $7,648,757 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $5,590,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $5,499,250 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $3,217,065 |
Value of total assets at end of year | 2023-12-31 | $41,948,633 |
Value of total assets at beginning of year | 2023-12-31 | $39,890,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $90,895 |
Total interest from all sources | 2023-12-31 | $556,016 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $948,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $948,522 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $2,165,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $411,563 |
Administrative expenses (other) incurred | 2023-12-31 | $19,857 |
Total non interest bearing cash at end of year | 2023-12-31 | $5,207 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $7,927 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $2,058,612 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $41,948,633 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $39,890,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $42,776 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $23,078,398 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $19,925,697 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,645,208 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,814,739 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $17,219,788 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $18,141,658 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $18,141,658 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $556,016 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $2,879,586 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $47,568 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $639,548 |
Employer contributions (assets) at end of year | 2023-12-31 | $32 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $5,499,250 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | Yes |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | FORVIS MAZARS, LLP |
Accountancy firm EIN | 2023-12-31 | 440160260 |
2022 : UNION SAVINGS BANK 401(K) PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-925,143 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,063,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,972,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,207,084 |
Value of total assets at end of year | 2022-12-31 | $39,890,021 |
Value of total assets at beginning of year | 2022-12-31 | $43,878,257 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $90,772 |
Total interest from all sources | 2022-12-31 | $514,241 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,265,986 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,265,986 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,391,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $170,575 |
Total non interest bearing cash at end of year | 2022-12-31 | $7,927 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $4,077 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,988,236 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $39,890,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $43,878,257 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $42,307 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,925,697 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $25,613,990 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,814,739 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,477,014 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $18,141,658 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $16,783,176 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $16,783,176 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $514,241 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,955,406 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $42,952 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $645,219 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,972,321 |
Contract administrator fees | 2022-12-31 | $48,465 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : UNION SAVINGS BANK 401(K) PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $7,756,161 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,326,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,230,588 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,653,645 |
Value of total assets at end of year | 2021-12-31 | $43,878,257 |
Value of total assets at beginning of year | 2021-12-31 | $39,449,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $96,325 |
Total interest from all sources | 2021-12-31 | $502,513 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,986,001 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,986,001 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,658,447 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $172,025 |
Total non interest bearing cash at end of year | 2021-12-31 | $4,077 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $3,052 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,429,248 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,878,257 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $39,449,009 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $51,318 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $25,613,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $21,174,818 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,477,014 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,334,229 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $16,783,176 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $16,936,910 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $16,936,910 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $502,513 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,585,707 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $28,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $823,173 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,230,588 |
Contract administrator fees | 2021-12-31 | $45,007 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : UNION SAVINGS BANK 401(K) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,142,432 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,477,766 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,408,198 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,439,596 |
Value of total assets at end of year | 2020-12-31 | $39,449,009 |
Value of total assets at beginning of year | 2020-12-31 | $34,784,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $69,568 |
Total interest from all sources | 2020-12-31 | $482,957 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $899,164 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $899,164 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,556,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $15,534 |
Total non interest bearing cash at end of year | 2020-12-31 | $3,052 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $3,015 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,664,666 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $39,449,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $34,784,343 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $30,484 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $21,174,818 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $17,407,876 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,334,229 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,241,232 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $16,936,910 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $16,132,220 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $16,132,220 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $482,957 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,290,350 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $30,365 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $867,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,408,198 |
Contract administrator fees | 2020-12-31 | $39,084 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : UNION SAVINGS BANK 401(K) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,957 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,957 |
Total income from all sources (including contributions) | 2019-12-31 | $6,699,301 |
Total income from all sources (including contributions) | 2019-12-31 | $6,699,301 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,187,160 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,167,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,167,247 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,717,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,717,507 |
Value of total assets at end of year | 2019-12-31 | $34,784,343 |
Value of total assets at beginning of year | 2019-12-31 | $30,278,159 |
Value of total assets at beginning of year | 2019-12-31 | $30,278,159 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $19,913 |
Total interest from all sources | 2019-12-31 | $463,679 |
Total interest from all sources | 2019-12-31 | $463,679 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $704,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $704,105 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $704,105 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $704,105 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,047,592 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,209 |
Total non interest bearing cash at end of year | 2019-12-31 | $3,015 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $2,405 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $2,405 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,512,141 |
Value of net income/loss | 2019-12-31 | $4,512,141 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $34,784,343 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,272,202 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $30,272,202 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $7,700 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,407,876 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $17,407,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,638,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $13,638,081 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,241,232 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,296,558 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,296,558 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $16,132,220 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $16,132,220 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $15,341,115 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $15,341,115 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $15,341,115 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $15,341,115 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $463,679 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $463,679 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,795,764 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,795,764 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $18,246 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $18,246 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $668,706 |
Contributions received in cash from employer | 2019-12-31 | $668,706 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,167,247 |
Contract administrator fees | 2019-12-31 | $12,213 |
Contract administrator fees | 2019-12-31 | $12,213 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $5,957 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $5,957 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : UNION SAVINGS BANK 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,957 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $21,896 |
Total income from all sources (including contributions) | 2018-12-31 | $1,837,482 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,679,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,665,722 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,414,178 |
Value of total assets at end of year | 2018-12-31 | $30,278,159 |
Value of total assets at beginning of year | 2018-12-31 | $30,136,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $14,007 |
Total interest from all sources | 2018-12-31 | $432,840 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $985,249 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $985,249 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,827,155 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $52,411 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $15,311 |
Total non interest bearing cash at end of year | 2018-12-31 | $2,405 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $4,852 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $157,753 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $30,272,202 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $30,114,449 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $13,638,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,556,742 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,296,558 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,238,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $15,341,115 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $14,269,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $14,269,058 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $432,840 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,022,288 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $27,503 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $571,712 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $15,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,665,722 |
Contract administrator fees | 2018-12-31 | $14,007 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $5,957 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $21,896 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : UNION SAVINGS BANK 401(K) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $21,896 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $23,931 |
Total income from all sources (including contributions) | 2017-12-31 | $5,670,854 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,396,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,359,082 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $23,946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,784,966 |
Value of total assets at end of year | 2017-12-31 | $30,136,345 |
Value of total assets at beginning of year | 2017-12-31 | $26,864,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,580 |
Total interest from all sources | 2017-12-31 | $408,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $706,462 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $706,462 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,828,006 |
Participant contributions at end of year | 2017-12-31 | $52,411 |
Participant contributions at beginning of year | 2017-12-31 | $55,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $349,326 |
Total non interest bearing cash at end of year | 2017-12-31 | $4,852 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,806 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,274,246 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $30,114,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $26,840,203 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $14,556,742 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $12,020,258 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,238,238 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,283,430 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $14,269,058 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $13,483,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $13,483,835 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $408,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,747,558 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $23,767 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $607,634 |
Employer contributions (assets) at end of year | 2017-12-31 | $15,044 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $19,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,359,082 |
Contract administrator fees | 2017-12-31 | $13,580 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $21,896 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $23,931 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : UNION SAVINGS BANK 401(K) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $23,931 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $4,069,438 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,723,190 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,690,177 |
Value of total corrective distributions | 2016-12-31 | $17,550 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,762,032 |
Value of total assets at end of year | 2016-12-31 | $26,864,134 |
Value of total assets at beginning of year | 2016-12-31 | $24,493,955 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $15,463 |
Total interest from all sources | 2016-12-31 | $389,943 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $355,436 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,991,985 |
Participant contributions at end of year | 2016-12-31 | $55,765 |
Participant contributions at beginning of year | 2016-12-31 | $48,943 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $108,248 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,806 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $44,031 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,346,248 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $26,840,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $24,493,955 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $12,020,258 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $10,728,619 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,283,430 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $1,134,139 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $13,483,835 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $12,521,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $12,521,414 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $389,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $542,645 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $19,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $661,799 |
Employer contributions (assets) at end of year | 2016-12-31 | $19,040 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $16,809 |
Income. Dividends from preferred stock | 2016-12-31 | $355,436 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,690,177 |
Contract administrator fees | 2016-12-31 | $15,463 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $23,931 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : UNION SAVINGS BANK 401(K) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,835,671 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,900,385 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,832,138 |
Value of total corrective distributions | 2015-12-31 | $33,186 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,537,182 |
Value of total assets at end of year | 2015-12-31 | $24,493,955 |
Value of total assets at beginning of year | 2015-12-31 | $24,558,669 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $35,061 |
Total interest from all sources | 2015-12-31 | $366,707 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $582,988 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $582,988 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,872,326 |
Participant contributions at end of year | 2015-12-31 | $48,943 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $21,348 |
Total non interest bearing cash at end of year | 2015-12-31 | $44,031 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $2,586 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-64,714 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $24,493,955 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $24,558,669 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $6,309 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $10,728,619 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,910,499 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $1,134,139 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $979,649 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $12,521,414 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $12,662,086 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $12,662,086 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $366,707 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-669,843 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $18,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $643,508 |
Employer contributions (assets) at end of year | 2015-12-31 | $16,809 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $3,849 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,832,138 |
Contract administrator fees | 2015-12-31 | $28,752 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : UNION SAVINGS BANK 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,918,055 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,714,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,677,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,913,294 |
Value of total assets at end of year | 2014-12-31 | $24,558,669 |
Value of total assets at beginning of year | 2014-12-31 | $24,355,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $37,522 |
Total interest from all sources | 2014-12-31 | $1,063,951 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,427,384 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $29,180 |
Other income not declared elsewhere | 2014-12-31 | $11,078 |
Total non interest bearing cash at end of year | 2014-12-31 | $2,586 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $4,959 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $203,069 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $24,558,669 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,355,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $6,614 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,910,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,541,758 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $979,649 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,355,108 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $12,662,086 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $12,453,775 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $12,453,775 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,063,951 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-89,722 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $19,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $456,730 |
Employer contributions (assets) at end of year | 2014-12-31 | $3,849 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,677,464 |
Contract administrator fees | 2014-12-31 | $30,908 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BKD, LLP |
Accountancy firm EIN | 2014-12-31 | 440160260 |
2013 : UNION SAVINGS BANK 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $4,842,809 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,465,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,442,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,570,462 |
Value of total assets at end of year | 2013-12-31 | $24,355,600 |
Value of total assets at beginning of year | 2013-12-31 | $20,977,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $22,763 |
Total interest from all sources | 2013-12-31 | $350,920 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $390,951 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $390,951 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,817,202 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $144,666 |
Total non interest bearing cash at end of year | 2013-12-31 | $4,959 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $95,162 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,377,767 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $24,355,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $20,977,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $6,519 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,541,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $8,747,100 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,355,108 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,385,255 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $12,453,775 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $10,750,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $10,750,316 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $350,920 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,506,349 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $24,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $608,594 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,442,279 |
Contract administrator fees | 2013-12-31 | $16,244 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BKD, LLP |
Accountancy firm EIN | 2013-12-31 | 440160260 |
2012 : UNION SAVINGS BANK 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $86 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $4,083,321 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $918,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $881,279 |
Value of total corrective distributions | 2012-12-31 | $19,731 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,657,328 |
Value of total assets at end of year | 2012-12-31 | $20,977,833 |
Value of total assets at beginning of year | 2012-12-31 | $17,813,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,674 |
Total interest from all sources | 2012-12-31 | $299,188 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $259,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $259,281 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,977,567 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $6,813 |
Total non interest bearing cash at end of year | 2012-12-31 | $95,162 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $2,287 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,164,637 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $20,977,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $17,813,110 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $7,654 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $8,747,100 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,374,926 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,385,255 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $966,625 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $10,750,316 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $9,469,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $9,469,272 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $299,188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $838,513 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $29,011 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $672,948 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $881,279 |
Contract administrator fees | 2012-12-31 | $10,020 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BKD, LLP |
Accountancy firm EIN | 2012-12-31 | 440160260 |
2011 : UNION SAVINGS BANK 401(K) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,113 |
Total income from all sources (including contributions) | 2011-12-31 | $2,886,241 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,114,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,089,315 |
Value of total corrective distributions | 2011-12-31 | $6,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,935,651 |
Value of total assets at end of year | 2011-12-31 | $17,813,110 |
Value of total assets at beginning of year | 2011-12-31 | $16,047,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,684 |
Total interest from all sources | 2011-12-31 | $249,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $207,154 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $207,154 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,636,604 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $2,606 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $778,680 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $6,113 |
Administrative expenses (other) incurred | 2011-12-31 | $120 |
Total non interest bearing cash at end of year | 2011-12-31 | $2,287 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $2,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,771,958 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $17,813,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $16,041,152 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $3,677 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,374,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,156,467 |
Interest on participant loans | 2011-12-31 | $2 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $966,625 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $874,402 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $9,469,272 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $8,011,740 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $8,011,740 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $249,808 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-529,388 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $23,014 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $520,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,089,315 |
Contract administrator fees | 2011-12-31 | $14,887 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BKD, LLP |
Accountancy firm EIN | 2011-12-31 | 440160260 |
2010 : UNION SAVINGS BANK 401(K) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,113 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,113 |
Total income from all sources (including contributions) | 2010-12-31 | $3,428,734 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $833,801 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $820,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,255,092 |
Value of total assets at end of year | 2010-12-31 | $16,047,265 |
Value of total assets at beginning of year | 2010-12-31 | $13,452,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,422 |
Total interest from all sources | 2010-12-31 | $239,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $146,016 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $146,016 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $8,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,640,993 |
Participant contributions at end of year | 2010-12-31 | $2,606 |
Participant contributions at beginning of year | 2010-12-31 | $15,399 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $50,776 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $6,113 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $6,113 |
Total non interest bearing cash at end of year | 2010-12-31 | $2,050 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $3,423 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,594,933 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $16,041,152 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,446,219 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $1,219 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,156,467 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $5,651,427 |
Interest on participant loans | 2010-12-31 | $529 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $874,402 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $712,338 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $8,011,740 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $7,069,745 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $7,069,745 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $239,044 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $763,696 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $24,357 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $563,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $820,379 |
Contract administrator fees | 2010-12-31 | $12,203 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BKD, LLP |
Accountancy firm EIN | 2010-12-31 | 440160260 |
2009 : UNION SAVINGS BANK 401(K) PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: UNION SAVINGS BANK 401(K) PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: UNION SAVINGS BANK 401(K) PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UNION SAVINGS BANK 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: UNION SAVINGS BANK 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: UNION SAVINGS BANK 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: UNION SAVINGS BANK 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: UNION SAVINGS BANK 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: UNION SAVINGS BANK 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UNION SAVINGS BANK 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: UNION SAVINGS BANK 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UNION SAVINGS BANK 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UNION SAVINGS BANK 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: UNION SAVINGS BANK 401(K) PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: UNION SAVINGS BANK 401(K) PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNION SAVINGS BANK 401(K) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |