# Union Bank &amp; Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/union-bank-trust-co-plan

> Union Bank &amp; Trust Company&#39;s 401(k) plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Lawrenceburg Federal Bank](https://planprovider.pro/companies/lawrenceburg-federal-bank-plan) — 17 participants

- [Johnson County Bank](https://planprovider.pro/companies/johnson-county-bank-plan) — 2 participants

- [Capstar Bank](https://planprovider.pro/companies/capstar-bank-plan) — 0 participants

- [Smartbank](https://planprovider.pro/companies/smartbank-plan-002) — 0 participants

- [Heritage Community Bank](https://planprovider.pro/companies/heritage-community-bank-plan-002) — 31 participants

- [Putnam 1st Mercantile Bank](https://planprovider.pro/companies/putnam-1st-mercantile-bank-401k-plan) — 34 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/union-bank-trust-co-plan)

&copy; 2026 PlanProvider.Pro
