| Plan Name | UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNION SAVINGS BANK |
| Employer identification number (EIN): | 850302114 |
| NAIC Classification: | 522120 |
| NAIC Description: | Savings Institutions |
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 | 2014-01-01 | JOSEPH COEY | JOSEPH COEY | 2014-07-30 | |
| 002 | 2013-01-01 | JOSEPH COEY | JOSEPH COEY | 2014-07-14 | |
| 002 | 2012-01-01 | JOSEPH COEY | JOSEPH COEY | 2013-09-10 | |
| 002 | 2011-01-01 | JOSEPH COEY | JOSEPH COEY | 2012-08-31 | |
| 002 | 2009-01-01 | JOSEPH COEY | JOSEPH COEY | 2010-09-29 |
| Measure | Date | Value |
|---|---|---|
| 2014 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
| Transfers to/from the plan | 2014-05-31 | $-783,771 |
| Total plan liabilities at end of year | 2014-05-31 | $0 |
| Total plan liabilities at beginning of year | 2014-05-31 | $2,912 |
| Total income from all sources | 2014-05-31 | $39,842 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $601,446 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $601,246 |
| Total plan assets at end of year | 2014-05-31 | $0 |
| Total plan assets at beginning of year | 2014-05-31 | $1,348,287 |
| Total contributions received or receivable from participants | 2014-05-31 | $0 |
| Other income received | 2014-05-31 | $39,842 |
| Net income (gross income less expenses) | 2014-05-31 | $-561,604 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $1,345,375 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
| 2013 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
| Total plan liabilities at end of year | 2013-12-31 | $2,912 |
| Total plan liabilities at beginning of year | 2013-12-31 | $1,280 |
| Total income from all sources | 2013-12-31 | $314,205 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $79,732 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $79,682 |
| Total plan assets at end of year | 2013-12-31 | $1,348,287 |
| Total plan assets at beginning of year | 2013-12-31 | $1,112,182 |
| Total contributions received or receivable from participants | 2013-12-31 | $91,967 |
| Other income received | 2013-12-31 | $181,147 |
| Net income (gross income less expenses) | 2013-12-31 | $234,473 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,345,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,110,902 |
| Assets. Value of participant loans | 2013-12-31 | $27,824 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $41,091 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data | ||
| Total plan liabilities at end of year | 2012-12-31 | $1,280 |
| Total plan liabilities at beginning of year | 2012-12-31 | $996 |
| Total income from all sources | 2012-12-31 | $237,033 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,112,182 |
| Total plan assets at beginning of year | 2012-12-31 | $874,865 |
| Total contributions received or receivable from participants | 2012-12-31 | $69,218 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $41,687 |
| Other income received | 2012-12-31 | $92,058 |
| Net income (gross income less expenses) | 2012-12-31 | $237,033 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,110,902 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $873,869 |
| Assets. Value of participant loans | 2012-12-31 | $43,027 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $34,070 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data | ||
| Total plan liabilities at end of year | 2011-12-31 | $996 |
| Total plan liabilities at beginning of year | 2011-12-31 | $10,714 |
| Total income from all sources | 2011-12-31 | $77,591 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $130,850 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $130,850 |
| Total plan assets at end of year | 2011-12-31 | $874,865 |
| Total plan assets at beginning of year | 2011-12-31 | $937,842 |
| Total contributions received or receivable from participants | 2011-12-31 | $73,718 |
| Other income received | 2011-12-31 | $-30,871 |
| Net income (gross income less expenses) | 2011-12-31 | $-53,259 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $873,869 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $927,128 |
| Assets. Value of participant loans | 2011-12-31 | $49,638 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $34,744 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data | ||
| Total plan liabilities at end of year | 2010-12-31 | $10,714 |
| Total plan liabilities at beginning of year | 2010-12-31 | $502 |
| Total income from all sources | 2010-12-31 | $327,072 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $937,842 |
| Total plan assets at beginning of year | 2010-12-31 | $600,558 |
| Total contributions received or receivable from participants | 2010-12-31 | $69,233 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $143,076 |
| Other income received | 2010-12-31 | $85,680 |
| Net income (gross income less expenses) | 2010-12-31 | $327,072 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $927,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $600,056 |
| Assets. Value of participant loans | 2010-12-31 | $58,736 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,083 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | Yes |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | PH5493 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | PH5493 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | PH5493 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | PH5493 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | PH5493 |
| Policy instance | 1 |