Union Bank & Trust Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Union Bank & Trust Company (EIN 470321480)
  • Plan Type: 401(k)
  • Total Participants: 1,101
  • Total Assets: $268.5M
  • Sponsor State: NE

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,101$268.5M$6.6M$7.8M
20231,164$234.2M$5.9M$7.2M
20221,094$200.1M$5.3M$6.7M

Service Providers

  • LUTZ & COMPANY — Accountant / Independent Qualified Public Accountant ($19,000)

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