401k Plan data: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN plan

UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN
Plan identification number	002

UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNION BANK AND TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name: UNION BANK AND TRUST COMPANY

Employer identification number (EIN): 231170920

NAIC Classification: 522110
NAIC Description: Commercial Banking

Additional information about UNION BANK AND TRUST COMPANY

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1902-06-12

Company Identification Number: 0043509

Legal Registered Office Address: UNION BANKSHARES CORP
PO BOX 446
BOWLING GREEN
United States of America (USA)
22427

More information about UNION BANK AND TRUST COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01
002 2012-01-01 ROSE YAVULLA
002 2009-01-01 ROSE YAVULLA

Plan Statistics for UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 60
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 63
Number of participants with account balances 2012-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2009: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 67
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 72
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	60
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	63
Number of participants with account balances	2012-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2009: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	67
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	72
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$277,258
Expenses. Total of all expenses incurred	2013-12-31	$1,835,998
Benefits paid (including direct rollovers)	2013-12-31	$1,835,998
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$1,558,740
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$65,760
Other income received	2013-12-31	$211,498
Net income (gross income less expenses)	2013-12-31	$-1,558,740
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,558,740
2012 : UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$210,956
Expenses. Total of all expenses incurred	2012-12-31	$65,545
Benefits paid (including direct rollovers)	2012-12-31	$65,545
Total plan assets at end of year	2012-12-31	$1,558,740
Total plan assets at beginning of year	2012-12-31	$1,413,329
Value of fidelity bond covering the plan	2012-12-31	$5,000,000
Total contributions received or receivable from participants	2012-12-31	$78,056
Contributions received from other sources (not participants or employers)	2012-12-31	$4,520
Other income received	2012-12-31	$128,380
Net income (gross income less expenses)	2012-12-31	$145,411
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,558,740
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,413,329
Assets. Value of participant loans	2012-12-31	$17,259
2010 : UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$217,157
Expenses. Total of all expenses incurred	2010-12-31	$142,166
Benefits paid (including direct rollovers)	2010-12-31	$142,166
Total plan assets at end of year	2010-12-31	$1,685,922
Total plan assets at beginning of year	2010-12-31	$1,610,931
Value of fidelity bond covering the plan	2010-12-31	$5,000,000
Total contributions received or receivable from participants	2010-12-31	$65,200
Other income received	2010-12-31	$151,957
Net income (gross income less expenses)	2010-12-31	$74,991
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,685,922
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,610,931
Assets. Value of participant loans	2010-12-31	$29,620

Form 5500 Responses for UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN

2013: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: UNION BANK & TRUST COMPANY 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNION BANK AND TRUST COMPANY
Employer identification number (EIN):	231170920
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1902-06-12
Company Identification Number:	0043509
Legal Registered Office Address:	UNION BANKSHARES CORP PO BOX 446 BOWLING GREEN United States of America (USA) 22427

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01
002	2012-01-01	ROSE YAVULLA
002	2009-01-01	ROSE YAVULLA