Plan Snapshot
- Plan Sponsor: First Union Financial Corporation
- Sponsor EIN: 710182120
- Sponsor Address: PO BOX 270, MONTICELLO, AR, 716570270
- Plan Type: DC
- Total Participants: 67
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 67 | $2.5M | $83,000 | $0 |
| 2024 | 54 | $2.1M | $83,000 | $0 |
| 2023 | 55 | $2.1M | $80,000 | $0 |
| 2022 | 49 | $1.9M | $85,000 | $0 |