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THE UNION BANK PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE UNION BANK PROFIT SHARING PLAN
Plan identification number 001

THE UNION BANK PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE UNION BANK has sponsored the creation of one or more 401k plans.

Company Name:THE UNION BANK
Employer identification number (EIN):450204870
NAIC Classification:522110
NAIC Description:Commercial Banking

Additional information about THE UNION BANK

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1974-09-10
Company Identification Number: 000051137

More information about THE UNION BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNION BANK PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01WAYNE HOFFNER
0012017-01-01AMY FEREBEE
0012016-01-01AMY FEREBEE
0012015-01-01AMY FEREBEE
0012014-01-01AMY FEREBEE2015-06-12
0012013-01-01AMY FEREBEE2014-06-20
0012012-01-01GORDON H. HOFFNER2013-07-11
0012011-01-01GORDON HOFFNER2012-06-06
0012009-01-01GORDON HOFFNER

Plan Statistics for THE UNION BANK PROFIT SHARING PLAN

401k plan membership statisitcs for THE UNION BANK PROFIT SHARING PLAN

Measure Date Value
2023: THE UNION BANK PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0144
Total number of active participants reported on line 7a of the Form 55002023-01-0142
Total of all active and inactive participants2023-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0142
Number of participants with account balances2023-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE UNION BANK PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0146
Total number of active participants reported on line 7a of the Form 55002022-01-0142
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0144
Number of participants with account balances2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE UNION BANK PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0138
Total number of active participants reported on line 7a of the Form 55002021-01-0138
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0142
Number of participants with account balances2021-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE UNION BANK PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0136
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UNION BANK PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0137
Number of participants with account balances2019-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE UNION BANK PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0137
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE UNION BANK PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0136
Total number of active participants reported on line 7a of the Form 55002017-01-0130
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0132
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE UNION BANK PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0134
Total number of active participants reported on line 7a of the Form 55002016-01-0133
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0135
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE UNION BANK PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0134
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0133
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2009: THE UNION BANK PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0121
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE UNION BANK PROFIT SHARING PLAN

Measure Date Value
2023 : THE UNION BANK PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$22,052
Expenses. Total of all expenses incurred2023-12-31$25,011
Benefits paid (including direct rollovers)2023-12-31$25,000
Total plan assets at end of year2023-12-31$252,014
Total plan assets at beginning of year2023-12-31$254,973
Value of fidelity bond covering the plan2023-12-31$3,000,000
Other income received2023-12-31$22,052
Net income (gross income less expenses)2023-12-31$-2,959
Net plan assets at end of year (total assets less liabilities)2023-12-31$252,014
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$254,973
Assets. Value of employer securities2023-12-31$252,014
Value of certain deemed distributions of participant loans2023-12-31$11
2022 : THE UNION BANK PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$42,847
Expenses. Total of all expenses incurred2022-12-31$63,428
Benefits paid (including direct rollovers)2022-12-31$62,428
Total plan assets at end of year2022-12-31$254,973
Total plan assets at beginning of year2022-12-31$275,554
Value of fidelity bond covering the plan2022-12-31$3,000,000
Other income received2022-12-31$42,847
Net income (gross income less expenses)2022-12-31$-20,581
Net plan assets at end of year (total assets less liabilities)2022-12-31$254,973
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$275,554
Assets. Value of employer securities2022-12-31$254,973
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,000
2021 : THE UNION BANK PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$43,894
Expenses. Total of all expenses incurred2021-12-31$68,358
Benefits paid (including direct rollovers)2021-12-31$68,358
Total plan assets at end of year2021-12-31$275,554
Total plan assets at beginning of year2021-12-31$300,018
Value of fidelity bond covering the plan2021-12-31$3,000,000
Other income received2021-12-31$43,894
Net income (gross income less expenses)2021-12-31$-24,464
Net plan assets at end of year (total assets less liabilities)2021-12-31$275,554
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$300,018
Assets. Value of employer securities2021-12-31$275,554
2020 : THE UNION BANK PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$-27,772
Expenses. Total of all expenses incurred2020-12-31$98,014
Benefits paid (including direct rollovers)2020-12-31$98,014
Total plan assets at end of year2020-12-31$300,018
Total plan assets at beginning of year2020-12-31$425,804
Value of fidelity bond covering the plan2020-12-31$3,000,000
Other income received2020-12-31$-27,772
Net income (gross income less expenses)2020-12-31$-125,786
Net plan assets at end of year (total assets less liabilities)2020-12-31$300,018
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$425,804
Assets. Value of employer securities2020-12-31$300,018
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : THE UNION BANK PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$26,200
Expenses. Total of all expenses incurred2019-12-31$86,134
Benefits paid (including direct rollovers)2019-12-31$86,134
Total plan assets at end of year2019-12-31$425,804
Total plan assets at beginning of year2019-12-31$485,738
Value of fidelity bond covering the plan2019-12-31$3,000,000
Other income received2019-12-31$26,200
Net income (gross income less expenses)2019-12-31$-59,934
Net plan assets at end of year (total assets less liabilities)2019-12-31$425,804
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$485,738
Assets. Value of employer securities2019-12-31$425,804
2018 : THE UNION BANK PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$35,564
Expenses. Total of all expenses incurred2018-12-31$99,228
Benefits paid (including direct rollovers)2018-12-31$99,228
Total plan assets at end of year2018-12-31$485,738
Total plan assets at beginning of year2018-12-31$549,402
Value of fidelity bond covering the plan2018-12-31$3,000,000
Other income received2018-12-31$35,564
Net income (gross income less expenses)2018-12-31$-63,664
Net plan assets at end of year (total assets less liabilities)2018-12-31$485,738
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$549,402
Assets. Value of employer securities2018-12-31$466,591
2017 : THE UNION BANK PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$51,637
Expenses. Total of all expenses incurred2017-12-31$61,165
Benefits paid (including direct rollovers)2017-12-31$61,165
Total plan assets at end of year2017-12-31$549,402
Total plan assets at beginning of year2017-12-31$558,930
Value of fidelity bond covering the plan2017-12-31$3,000,000
Other income received2017-12-31$51,637
Net income (gross income less expenses)2017-12-31$-9,528
Net plan assets at end of year (total assets less liabilities)2017-12-31$549,402
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$558,930
Assets. Value of employer securities2017-12-31$538,897
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE UNION BANK PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$63,747
Expenses. Total of all expenses incurred2016-12-31$17,563
Benefits paid (including direct rollovers)2016-12-31$17,563
Total plan assets at end of year2016-12-31$558,930
Total plan assets at beginning of year2016-12-31$512,746
Value of fidelity bond covering the plan2016-12-31$3,000,000
Other income received2016-12-31$63,747
Net income (gross income less expenses)2016-12-31$46,184
Net plan assets at end of year (total assets less liabilities)2016-12-31$558,930
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$512,746
Assets. Value of employer securities2016-12-31$536,028
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : THE UNION BANK PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$60,503
Expenses. Total of all expenses incurred2015-12-31$48,113
Benefits paid (including direct rollovers)2015-12-31$48,063
Total plan assets at end of year2015-12-31$512,746
Total plan assets at beginning of year2015-12-31$500,356
Value of fidelity bond covering the plan2015-12-31$1,000,000
Other income received2015-12-31$60,503
Net income (gross income less expenses)2015-12-31$12,390
Net plan assets at end of year (total assets less liabilities)2015-12-31$512,746
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$500,356
Assets. Value of employer securities2015-12-31$496,360
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2010 : THE UNION BANK PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$35,321
Expenses. Total of all expenses incurred2010-12-31$46,367
Benefits paid (including direct rollovers)2010-12-31$46,367
Total plan assets at end of year2010-12-31$336,076
Total plan assets at beginning of year2010-12-31$347,122
Value of fidelity bond covering the plan2010-12-31$1,000,000
Other income received2010-12-31$35,321
Net income (gross income less expenses)2010-12-31$-11,046
Net plan assets at end of year (total assets less liabilities)2010-12-31$336,076
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$347,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE UNION BANK PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE UNION BANK PROFIT SHARING PLAN

2023: THE UNION BANK PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE UNION BANK PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE UNION BANK PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UNION BANK PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UNION BANK PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE UNION BANK PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE UNION BANK PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE UNION BANK PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE UNION BANK PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2009: THE UNION BANK PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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