Plan Snapshot
- Plan Sponsor: Union State Bank
- Sponsor EIN: 630215110
- Sponsor Address: PO BOX 647, PELL CITY, AL, 35125
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 67
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 67 | $4.6M | $157,764 | $0 |
| 2023 | 74 | $4.2M | $0 | $154,159 |
| 2022 | 76 | $3.8M | $0 | $146,870 |