Plan Snapshot
- Plan Sponsor: Union Bank & Trust Company
- Sponsor EIN: 620391100
- Sponsor Address: PO BOX 39, LIVINGSTON, TN, 385700039
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $1.0M
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. |
|---|
| 2024 | 13 | $1.0M | $45,539 | $11,348 |
| 2023 | 13 | $933,080 | $43,254 | $9,930 |
| 2022 | 15 | $881,784 | $38,421 | $11,858 |