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UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameUNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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 SAVINGS BANK has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01JOSEPH COEY JOSEPH COEY2014-07-30
0022013-01-01JOSEPH COEY JOSEPH COEY2014-07-14
0022012-01-01JOSEPH COEY JOSEPH COEY2013-09-10
0022011-01-01JOSEPH COEY JOSEPH COEY2012-08-31
0022009-01-01JOSEPH COEY JOSEPH COEY2010-09-29

Financial Data on UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-05-31$-783,771
Total plan liabilities at end of year2014-05-31$0
Total plan liabilities at beginning of year2014-05-31$2,912
Total income from all sources2014-05-31$39,842
Expenses. Total of all expenses incurred2014-05-31$601,446
Benefits paid (including direct rollovers)2014-05-31$601,246
Total plan assets at end of year2014-05-31$0
Total plan assets at beginning of year2014-05-31$1,348,287
Total contributions received or receivable from participants2014-05-31$0
Other income received2014-05-31$39,842
Net income (gross income less expenses)2014-05-31$-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 securities2014-05-31$0
2013 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,912
Total plan liabilities at beginning of year2013-12-31$1,280
Total income from all sources2013-12-31$314,205
Expenses. Total of all expenses incurred2013-12-31$79,732
Benefits paid (including direct rollovers)2013-12-31$79,682
Total plan assets at end of year2013-12-31$1,348,287
Total plan assets at beginning of year2013-12-31$1,112,182
Total contributions received or receivable from participants2013-12-31$91,967
Other income received2013-12-31$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 loans2013-12-31$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 securities2013-12-31$0
2012 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,280
Total plan liabilities at beginning of year2012-12-31$996
Total income from all sources2012-12-31$237,033
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,112,182
Total plan assets at beginning of year2012-12-31$874,865
Total contributions received or receivable from participants2012-12-31$69,218
Contributions received from other sources (not participants or employers)2012-12-31$41,687
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$996
Total plan liabilities at beginning of year2011-12-31$10,714
Total income from all sources2011-12-31$77,591
Expenses. Total of all expenses incurred2011-12-31$130,850
Benefits paid (including direct rollovers)2011-12-31$130,850
Total plan assets at end of year2011-12-31$874,865
Total plan assets at beginning of year2011-12-31$937,842
Total contributions received or receivable from participants2011-12-31$73,718
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$10,714
Total plan liabilities at beginning of year2010-12-31$502
Total income from all sources2010-12-31$327,072
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$937,842
Total plan assets at beginning of year2010-12-31$600,558
Total contributions received or receivable from participants2010-12-31$69,233
Contributions received from other sources (not participants or employers)2010-12-31$143,076
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2009-12-31$0

Form 5500 Responses for UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST

2014: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH5493
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH5493
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH5493
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH5493
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH5493
Policy instance 1

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