How big is UNB Bank's plan?

UNB Bank's plan reported $3.0M in assets and 33 participants for 2024.

Original filing (PDF)20250606125126NAL0009950259001

UNB Bank

Name: UNB Bank — UNB Bank 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: UNB Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UNB Bank 401(k) Profit Sharing Plan

401(k) retirement plan · UNB Bank's UNB Bank 401(k) Profit Sharing Plan held $3.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

William KUZO signed UNB Bank's 2024 Form 5500 as plan administrator.

William KUZO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

UNB Bank's EIN is 24-0747133.

EIN 24-0747133

Plan number 002

Plan year 2024

ACK ID 20250606125126NAL0009950259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UNB Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UNB Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNB BANK.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UNB BANK

EIN

all filings

Address

1 NORTH OAK STREET · MOUNT CARMEL, PA · 178511421

Phone

(570) 339-1040

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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