401k Plan data: UNION STATE BANK SMP 401(K) PLAN plan

UNION STATE BANK SMP 401(K) PLAN 401k Plan overview

Plan Name	UNION STATE BANK SMP 401(K) PLAN
Plan identification number	001

UNION STATE BANK SMP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: UNION STATE BANK

Employer identification number (EIN): 420573040

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION STATE BANK SMP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICOLE MCCHURCH 2024-10-05
001 2022-01-01 ERIN HARMAN 2023-08-01
001 2021-01-01 ERIN HARMAN 2022-06-29
001 2020-01-01 ERIN WALSH 2021-10-01
001 2019-01-01 ERIN WALSH 2020-09-01
001 2018-01-01 ERIN WALSH 2019-06-07
001 2017-01-01 ERIN WALSH 2018-09-29
001 2016-01-01 ERIN WALSH 2017-07-24
001 2015-01-01 ERIN WALSH 2016-07-07
001 2014-01-01 JAMES L. DOSTART 2015-09-04
001 2013-01-01 JAMES L. DOSTART 2014-05-01
001 2012-01-01 JAMES L. DOSTART 2013-06-26
001 2011-01-01 MARLA REED 2012-06-14
001 2010-01-01 MARLA REED 2011-07-05 MARLA REED 2011-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NICOLE MCCHURCH	2024-10-05
001	2022-01-01	ERIN HARMAN	2023-08-01
001	2021-01-01	ERIN HARMAN	2022-06-29
001	2020-01-01	ERIN WALSH	2021-10-01
001	2019-01-01	ERIN WALSH	2020-09-01
001	2018-01-01	ERIN WALSH	2019-06-07
001	2017-01-01	ERIN WALSH	2018-09-29
001	2016-01-01	ERIN WALSH	2017-07-24
001	2015-01-01	ERIN WALSH	2016-07-07
001	2014-01-01	JAMES L. DOSTART	2015-09-04
001	2013-01-01	JAMES L. DOSTART	2014-05-01
001	2012-01-01	JAMES L. DOSTART	2013-06-26
001	2011-01-01	MARLA REED	2012-06-14
001	2010-01-01	MARLA REED	2011-07-05	MARLA REED	2011-07-05

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Company Name:	UNION STATE BANK
Employer identification number (EIN):	420573040
NAIC Classification:	522120
NAIC Description:	Savings Institutions