How big is Unico Bank's plan?

Unico Bank's plan reported $3.6M in assets and 111 participants for 2024.

Original filing (PDF)20250715141416NAL0002191857001

Unico Bank

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

Form 5500-SF

FILING_RECEIVED

Unico Bank 401(k) Profit Sharing Plan

401(k) retirement plan · Unico Bank's Unico Bank 401(k) Profit Sharing Plan held $3.6M in plan assets for 111 participants in 2024.

Active participants

111

Accounts w/ balance

110

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Brian Caffrey signed Unico Bank's 2024 Form 5500 as plan administrator.

Brian Caffrey — 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

Unico Bank's EIN is 43-0338550.

EIN 43-0338550

Plan number 002

Plan year 2024

ACK ID 20250715141416NAL0002191857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off