What public Form 5500 filings show about the United Bancshares, Inc. 401(k) plan — and how to find and check your own account.
United Bancshares, Inc. (EIN 34-1516518) reports UNITED BANCSHARES, INC. RESTATED EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $22.0M in plan assets across 149 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full United Bancshares, Inc. filing — schedules, fees, and providers.
United Bancshares, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask United Bancshares, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AXIA ADVISORY, CLIFTONLARSONALLEN LLP, HOVDE GROUP, USI CONSULTING GROUP, CHARLES SCHWAB.
