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| Plan Name | UNION SAVINGS BANK 401(K) PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | UNION SAVINGS BANK |
| Employer identification number (EIN): | 361893340 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
Additional information about UNION SAVINGS BANK
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1904-02-19 |
| Company Identification Number: | 18477 |
| Legal Registered Office Address: |
8534 E KEMPER RD - CINCINNATI United States of America (USA) 45249 |
More information about UNION SAVINGS BANK
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | HEATHER STEWART | 2024-09-29 | ||
| 002 | 2022-01-01 | HEATHER STEWART | 2023-07-24 | ||
| 002 | 2021-01-01 | RANDY MARTINEZ | 2022-05-04 | ||
| 002 | 2020-01-01 | NICK GILL | 2021-06-22 | ||
| 002 | 2019-01-01 | MARY VOGEL | 2020-07-23 | ||
| 002 | 2018-01-01 | MARY VOGEL | 2019-06-26 | ||
| 002 | 2017-01-01 | MARY VOGEL | 2018-07-25 | ||
| 002 | 2016-01-01 | MARY VOGEL | 2017-06-21 | ||
| 002 | 2015-01-01 | MARY VOGEL | 2016-07-14 | RICHARD WOLFE | 2016-07-14 |
| 002 | 2014-01-01 | MARY VOGEL | 2015-06-18 | ||
| 002 | 2013-01-01 | MARY VOGEL | 2014-06-18 | RICHARD D WOLFE | 2014-06-18 |
| 002 | 2012-01-01 | MARY VOGEL | 2013-07-11 | RICHARD D. WOLFE | 2013-07-11 |
| 002 | 2011-01-01 | MARY K. VOGEL | 2012-08-27 | RICHARD D.WOLFE | 2012-08-27 |
| 002 | 2010-01-01 | MARY K. VOGEL | 2011-07-14 | RICHARD D. WOLFE | 2011-07-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNION SAVINGS BANK 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-06 | 783563 |
| Net assets as of the end of the plan year | 2025-10-06 | 4734429 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 4593032 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 3000000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 206058 |
| Value of participant loans at end of plan year | 2025-10-06 | 90792 |
| Other contributions to plan in this plan year | 2025-10-06 | 11232 |
| Other income to plan in this plan year | 2025-10-06 | 604101 |
| Plan net income in this plan year | 2025-10-06 | 141397 |
| Net assets as of the end of the plan year | 2025-10-06 | 4734429 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 4593032 |
| Employer contributions to plan in this plan year | 2025-10-06 | 103569 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 40199 |
| 2024 : UNION SAVINGS BANK 401(K) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-29 | 1246153 |
| Net assets as of the end of the plan year | 2024-09-29 | 4593032 |
| Total assets as of the beginning of the plan year | 2024-09-29 | 4812383 |
| Value of plan covered by a fidelity bond | 2024-09-29 | 3000000 |
| Participant contributions to plan in this plan year | 2024-09-29 | 217368 |
| Value of participant loans at end of plan year | 2024-09-29 | 45356 |
| Other expenses paid from plan in this plan year | 2024-09-29 | 36765 |
| Other contributions to plan in this plan year | 2024-09-29 | 0 |
| Other income to plan in this plan year | 2024-09-29 | 703006 |
| Plan net income in this plan year | 2024-09-29 | -219351 |
| Net assets as of the end of the plan year | 2024-09-29 | 4593032 |
| Net assets as of the beginning of the plan year | 2024-09-29 | 4812383 |
| Employer contributions to plan in this plan year | 2024-09-29 | 106428 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-29 | 0 |
| 2022 : UNION SAVINGS BANK 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-05-04 | 533253 |
| Net assets as of the end of the plan year | 2022-05-04 | 7751175 |
| Total assets as of the beginning of the plan year | 2022-05-04 | 6865644 |
| Value of plan covered by a fidelity bond | 2022-05-04 | 3000000 |
| Participant contributions to plan in this plan year | 2022-05-04 | 237781 |
| Value of participant loans at end of plan year | 2022-05-04 | 62635 |
| Other contributions to plan in this plan year | 2022-05-04 | 150010 |
| Other income to plan in this plan year | 2022-05-04 | 920559 |
| Plan net income in this plan year | 2022-05-04 | 885531 |
| Net assets as of the end of the plan year | 2022-05-04 | 7751175 |
| Net assets as of the beginning of the plan year | 2022-05-04 | 6865644 |
| Employer contributions to plan in this plan year | 2022-05-04 | 110434 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-04 | 51120 |
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