Union State Bank 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Union State Bank
  • Sponsor EIN: 480456400
  • Sponsor Address: PO BOX 105, EVEREST, KS, 66424
  • Plan Type: 401(k)
  • Total Participants: 84
  • Total Assets: $8.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202484$8.6M$192,362$381,834
202379$7.2M$196,204$396,771
202276$6.7M$197,600$408,821

Similar Plans