How big is Union State Bank's plan?

Union State Bank's plan reported $3.9M in assets and 22 participants for 2024.

Original filing (PDF)20250925122830NAL0012162738001

Union State Bank

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

Form 5500-SF

FILING_RECEIVED

Union State Bank SMP 401(k) Plan

401(k) retirement plan · Union State Bank's Union State Bank SMP 401(k) Plan held $3.9M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Nicole McChurch signed Union State Bank's 2024 Form 5500 as plan administrator.

Nicole McChurch — 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

Union State Bank's EIN is 42-0573040.

EIN 42-0573040

Plan number 001

Plan year 2024

ACK ID 20250925122830NAL0012162738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Union State Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNION STATE 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

UNION STATE BANK

EIN

all filings

Address

611 W HWY 92 PO BOX 110 · WINTERSET, IA · 50273

Phone

(515) 493-2556

Industry

Finance & Insurance

Plan administrator