Original filing (PDF)20250613075932NAL0028444400001

UNION BANK & TRUST CO.

Name: UNION BANK & TRUST CO. — UNION BANK & TRUST CO. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: UNION BANK & TRUST CO.

Form 5500-SF

FILING_RECEIVED

UNION BANK & TRUST CO. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION BANK & TRUST CO..

Plan sponsor

Name

UNION BANK & TRUST CO.

EIN

71-0182120

Address

P.O. BOX 270 · MONTICELLO, AR · 71657

Phone

(870) 460-6400

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

NEW OMNI BANK, N.A.

NEW OMNI BANK, N.A. 401(K) PROFIT SHARING PLAN RETIREMENT T

$8.1M · 54 participants

BANCOMMUNITY SERVICE CORPORATION

BANCOMMUNITY SERVICE CORPORATION 401(K) AND PROFIT SHARING PLAN

$8.1M · 59 participants

CS BANCSHARES, INC.

CS BANCSHARES INC PROFIT SHARING PLAN

$8.1M · 48 participants

CANANDAIGUA NATIONAL BANK AND TRUST COMPANY

THE CANANDAIGUA NATIONAL BANK AND TRUST COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

$8.1M · 671 participants

STATE BANK OF BERN