THE UNION BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE UNION BANK PROFIT SHARING PLAN
Measure | Date | Value |
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2023: THE UNION BANK PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 42 |
Total of all active and inactive participants | 2023-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 42 |
Number of participants with account balances | 2023-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: THE UNION BANK PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 44 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 44 |
Number of participants with account balances | 2022-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE UNION BANK PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 38 |
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 | 4 |
Total of all active and inactive participants | 2021-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 42 |
Number of participants with account balances | 2021-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE UNION BANK PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
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 | 2 |
Total of all active and inactive participants | 2020-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 36 |
Number of participants with account balances | 2020-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE UNION BANK PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
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 | 3 |
Total of all active and inactive participants | 2019-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 37 |
Number of participants with account balances | 2019-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE UNION BANK PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 35 |
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 | 2 |
Total of all active and inactive participants | 2018-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 37 |
Number of participants with account balances | 2018-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE UNION BANK PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 30 |
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 | 2 |
Total of all active and inactive participants | 2017-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 32 |
Number of participants with account balances | 2017-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE UNION BANK PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 33 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 35 |
Number of participants with account balances | 2016-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE UNION BANK PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 30 |
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 | 3 |
Total of all active and inactive participants | 2015-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 33 |
Number of participants with account balances | 2015-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2009: THE UNION BANK PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 20 |
Number of participants with account balances | 2009-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : THE UNION BANK PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $22,052 |
Expenses. Total of all expenses incurred | 2023-12-31 | $25,011 |
Benefits paid (including direct rollovers) | 2023-12-31 | $25,000 |
Total plan assets at end of year | 2023-12-31 | $252,014 |
Total plan assets at beginning of year | 2023-12-31 | $254,973 |
Value of fidelity bond covering the plan | 2023-12-31 | $3,000,000 |
Other income received | 2023-12-31 | $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 securities | 2023-12-31 | $252,014 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $11 |
2022 : THE UNION BANK PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $42,847 |
Expenses. Total of all expenses incurred | 2022-12-31 | $63,428 |
Benefits paid (including direct rollovers) | 2022-12-31 | $62,428 |
Total plan assets at end of year | 2022-12-31 | $254,973 |
Total plan assets at beginning of year | 2022-12-31 | $275,554 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Other income received | 2022-12-31 | $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 securities | 2022-12-31 | $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 |
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Total income from all sources | 2021-12-31 | $43,894 |
Expenses. Total of all expenses incurred | 2021-12-31 | $68,358 |
Benefits paid (including direct rollovers) | 2021-12-31 | $68,358 |
Total plan assets at end of year | 2021-12-31 | $275,554 |
Total plan assets at beginning of year | 2021-12-31 | $300,018 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
Other income received | 2021-12-31 | $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 securities | 2021-12-31 | $275,554 |
2020 : THE UNION BANK PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $-27,772 |
Expenses. Total of all expenses incurred | 2020-12-31 | $98,014 |
Benefits paid (including direct rollovers) | 2020-12-31 | $98,014 |
Total plan assets at end of year | 2020-12-31 | $300,018 |
Total plan assets at beginning of year | 2020-12-31 | $425,804 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Other income received | 2020-12-31 | $-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 securities | 2020-12-31 | $300,018 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : THE UNION BANK PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $26,200 |
Expenses. Total of all expenses incurred | 2019-12-31 | $86,134 |
Benefits paid (including direct rollovers) | 2019-12-31 | $86,134 |
Total plan assets at end of year | 2019-12-31 | $425,804 |
Total plan assets at beginning of year | 2019-12-31 | $485,738 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $425,804 |
2018 : THE UNION BANK PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $35,564 |
Expenses. Total of all expenses incurred | 2018-12-31 | $99,228 |
Benefits paid (including direct rollovers) | 2018-12-31 | $99,228 |
Total plan assets at end of year | 2018-12-31 | $485,738 |
Total plan assets at beginning of year | 2018-12-31 | $549,402 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Other income received | 2018-12-31 | $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 securities | 2018-12-31 | $466,591 |
2017 : THE UNION BANK PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $51,637 |
Expenses. Total of all expenses incurred | 2017-12-31 | $61,165 |
Benefits paid (including direct rollovers) | 2017-12-31 | $61,165 |
Total plan assets at end of year | 2017-12-31 | $549,402 |
Total plan assets at beginning of year | 2017-12-31 | $558,930 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $538,897 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : THE UNION BANK PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $63,747 |
Expenses. Total of all expenses incurred | 2016-12-31 | $17,563 |
Benefits paid (including direct rollovers) | 2016-12-31 | $17,563 |
Total plan assets at end of year | 2016-12-31 | $558,930 |
Total plan assets at beginning of year | 2016-12-31 | $512,746 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Other income received | 2016-12-31 | $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 securities | 2016-12-31 | $536,028 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : THE UNION BANK PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $60,503 |
Expenses. Total of all expenses incurred | 2015-12-31 | $48,113 |
Benefits paid (including direct rollovers) | 2015-12-31 | $48,063 |
Total plan assets at end of year | 2015-12-31 | $512,746 |
Total plan assets at beginning of year | 2015-12-31 | $500,356 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Other income received | 2015-12-31 | $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 securities | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
2010 : THE UNION BANK PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $35,321 |
Expenses. Total of all expenses incurred | 2010-12-31 | $46,367 |
Benefits paid (including direct rollovers) | 2010-12-31 | $46,367 |
Total plan assets at end of year | 2010-12-31 | $336,076 |
Total plan assets at beginning of year | 2010-12-31 | $347,122 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Other income received | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
2009 : THE UNION BANK PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: THE UNION BANK PROFIT SHARING PLAN 2023 form 5500 responses |
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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: THE UNION BANK PROFIT SHARING PLAN 2022 form 5500 responses |
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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: THE UNION BANK PROFIT SHARING PLAN 2021 form 5500 responses |
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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: THE UNION BANK PROFIT SHARING PLAN 2020 form 5500 responses |
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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: THE UNION BANK PROFIT SHARING PLAN 2019 form 5500 responses |
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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: THE UNION BANK PROFIT SHARING PLAN 2018 form 5500 responses |
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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: THE UNION BANK PROFIT SHARING PLAN 2017 form 5500 responses |
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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: THE UNION BANK PROFIT SHARING PLAN 2016 form 5500 responses |
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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: THE UNION BANK PROFIT SHARING PLAN 2015 form 5500 responses |
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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 |
2009: THE UNION BANK PROFIT SHARING PLAN 2009 form 5500 responses |
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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 |