401k Plan data: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST plan

FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 401k Plan overview

Plan Name	FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST
Plan identification number	002

FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

FIRST UNITED SERVICE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: FIRST UNITED SERVICE CORPORATION

Employer identification number (EIN): 860297968

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-10-01 RUSSELL J. SNOW, EA 2024-01-04
002 2021-10-01 RUSSELL J. SNOW, EA 2023-07-10
002 2020-10-01 SHAWN T. PARKER, CPC, QPA, ERPA 2022-01-03
002 2019-10-01 ALAN GOLD, CPA 2020-12-28
002 2018-10-01 ALAN GOLD, CPA 2020-01-08
002 2017-10-01 ALAN GOLD, CPA 2019-04-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-10-01	RUSSELL J. SNOW, EA	2024-01-04
002	2021-10-01	RUSSELL J. SNOW, EA	2023-07-10
002	2020-10-01	SHAWN T. PARKER, CPC, QPA, ERPA	2022-01-03
002	2019-10-01	ALAN GOLD, CPA	2020-12-28
002	2018-10-01	ALAN GOLD, CPA	2020-01-08
002	2017-10-01	ALAN GOLD, CPA	2019-04-10

Plan Statistics for FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST

401k plan membership statisitcs for FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST

Measure Date Value
2022: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 0
Number of retired or separated participants receiving benefits 2022-10-01 0
Number of other retired or separated participants entitled to future benefits 2022-10-01 0
Total of all active and inactive participants 2022-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 1
Total participants 2022-10-01 1
Number of participants with account balances 2022-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 0
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 0
Total of all active and inactive participants 2021-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 1
Total participants 2021-10-01 1
Number of participants with account balances 2021-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 0
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 0
Total of all active and inactive participants 2020-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 1
Total participants 2020-10-01 1
Number of participants with account balances 2020-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 0
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 0
Total of all active and inactive participants 2019-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 1
Total participants 2019-10-01 1
Number of participants with account balances 2019-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 0
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 0
Total of all active and inactive participants 2018-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 1
Total participants 2018-10-01 1
Number of participants with account balances 2018-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 0
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 1
Total participants 2017-10-01 1
Number of participants with account balances 2017-10-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0

Measure	Date	Value
2022: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	0
Number of retired or separated participants receiving benefits	2022-10-01	0
Number of other retired or separated participants entitled to future benefits	2022-10-01	0
Total of all active and inactive participants	2022-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	1
Total participants	2022-10-01	1
Number of participants with account balances	2022-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	0
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	0
Total of all active and inactive participants	2021-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	1
Total participants	2021-10-01	1
Number of participants with account balances	2021-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	0
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	0
Total of all active and inactive participants	2020-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	1
Total participants	2020-10-01	1
Number of participants with account balances	2020-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	0
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	0
Total of all active and inactive participants	2019-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	1
Total participants	2019-10-01	1
Number of participants with account balances	2019-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	0
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	0
Total of all active and inactive participants	2018-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	1
Total participants	2018-10-01	1
Number of participants with account balances	2018-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	0
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	1
Total participants	2017-10-01	1
Number of participants with account balances	2017-10-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0

Financial Data on FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST

Measure	Date	Value
2023 : FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2023 401k financial data
Transfers to/from the plan	2023-09-30	$1,702,194
Total income from all sources	2023-09-30	$353,405
Expenses. Total of all expenses incurred	2023-09-30	$400,109
Benefits paid (including direct rollovers)	2023-09-30	$400,000
Total plan assets at end of year	2023-09-30	$3,004,490
Total plan assets at beginning of year	2023-09-30	$1,349,000
Value of fidelity bond covering the plan	2023-09-30	$2,443,788
Assets. Value of loans (other than to participants)	2023-09-30	$688,291
Other income received	2023-09-30	$353,405
Net income (gross income less expenses)	2023-09-30	$-46,704
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$3,004,490
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$1,349,000
Assets. Value of assets in partnership/joint-venture interests	2023-09-30	$1,775,497
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-30	$109
2022 : FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-09-30	$137,930
Expenses. Total of all expenses incurred	2022-09-30	$125,030
Benefits paid (including direct rollovers)	2022-09-30	$125,000
Total plan assets at end of year	2022-09-30	$1,349,000
Total plan assets at beginning of year	2022-09-30	$1,336,100
Value of fidelity bond covering the plan	2022-09-30	$1,084,000
Assets. Value of loans (other than to participants)	2022-09-30	$340,000
Other income received	2022-09-30	$137,930
Net income (gross income less expenses)	2022-09-30	$12,900
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$1,349,000
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$1,336,100
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$744,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$30
2021 : FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-09-30	$28,768
Expenses. Total of all expenses incurred	2021-09-30	$112,000
Benefits paid (including direct rollovers)	2021-09-30	$112,000
Total plan assets at end of year	2021-09-30	$1,336,100
Total plan assets at beginning of year	2021-09-30	$1,419,332
Value of fidelity bond covering the plan	2021-09-30	$1,211,100
Assets. Value of loans (other than to participants)	2021-09-30	$416,100
Other income received	2021-09-30	$28,768
Net income (gross income less expenses)	2021-09-30	$-83,232
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$1,336,100
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$1,419,332
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$795,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
2020 : FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-09-30	$4,466
Expenses. Total of all expenses incurred	2020-09-30	$120,134
Benefits paid (including direct rollovers)	2020-09-30	$120,000
Total plan assets at end of year	2020-09-30	$1,419,332
Total plan assets at beginning of year	2020-09-30	$1,535,000
Value of fidelity bond covering the plan	2020-09-30	$1,229,000
Assets. Value of loans (other than to participants)	2020-09-30	$303,000
Other income received	2020-09-30	$4,466
Net income (gross income less expenses)	2020-09-30	$-115,668
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$1,419,332
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$1,535,000
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$806,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$134
2019 : FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-09-30	$64,370
Expenses. Total of all expenses incurred	2019-09-30	$107,370
Benefits paid (including direct rollovers)	2019-09-30	$106,622
Total plan assets at end of year	2019-09-30	$1,535,000
Total plan assets at beginning of year	2019-09-30	$1,578,000
Value of fidelity bond covering the plan	2019-09-30	$1,434,000
Assets. Value of loans (other than to participants)	2019-09-30	$348,000
Other income received	2019-09-30	$64,370
Net income (gross income less expenses)	2019-09-30	$-43,000
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$1,535,000
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$1,578,000
Assets. Value of assets in partnership/joint-venture interests	2019-09-30	$881,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2018 : FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0

Form 5500 Responses for FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST

2022: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: FIRST UNITED SERVICE CORPORATION PENSION PLAN & TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	FIRST UNITED SERVICE CORPORATION
Employer identification number (EIN):	860297968
NAIC Classification:	523900