UNION STATE BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNION STATE BANK PENSION TRUST
Measure | Date | Value |
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2022: UNION STATE BANK PENSION TRUST 2022 401k membership |
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Market value of plan assets | 2022-09-14 | 1,668,150 |
Acturial value of plan assets | 2022-09-14 | 1,668,150 |
Funding target for retired participants and beneficiaries receiving payment | 2022-09-14 | 549,094 |
Number of terminated vested participants | 2022-09-14 | 1 |
Fundng target for terminated vested participants | 2022-09-14 | 28,133 |
Active participant vested funding target | 2022-09-14 | 1,231,743 |
Number of active participants | 2022-09-14 | 18 |
Total funding liabilities for active participants | 2022-09-14 | 1,258,854 |
Total participant count | 2022-09-14 | 20 |
Total funding target for all participants | 2022-09-14 | 1,836,081 |
Balance at beginning of prior year after applicable adjustments | 2022-09-14 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-09-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-09-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-09-14 | 0 |
Amount remaining of carryover balance | 2022-09-14 | 0 |
Amount remaining of prefunding balance | 2022-09-14 | 0 |
Present value of excess contributions | 2022-09-14 | 117,619 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-09-14 | 123,994 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-09-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-09-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-09-14 | 0 |
Balance of carryovers at beginning of current year | 2022-09-14 | 0 |
Balance of prefunding at beginning of current year | 2022-09-14 | 0 |
Total employer contributions | 2022-09-14 | 371,643 |
Total employee contributions | 2022-09-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-09-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-09-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-09-14 | 358,863 |
Liquidity shortfalls end of Q1 | 2022-09-14 | 0 |
Liquidity shortfalls end of Q2 | 2022-09-14 | 0 |
Liquidity shortfalls end of Q3 | 2022-09-14 | 0 |
Liquidity shortfalls end of Q4 | 2022-09-14 | 0 |
Unpaid minimum required contributions for all prior years | 2022-09-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-09-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-09-14 | 0 |
Minimum required contributions for current year target normal cost | 2022-09-14 | 98,681 |
Net shortfall amortization installment of oustanding balance | 2022-09-14 | 167,931 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-09-14 | 114,339 |
Carryover balance elected to use to offset funding requirement | 2022-09-14 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-09-14 | 0 |
Additional cash requirement | 2022-09-14 | 114,339 |
Contributions allocatedtoward minimum required contributions for current year | 2022-09-14 | 358,863 |
Unpaid minimum required contributions for current year | 2022-09-14 | 0 |
Unpaid minimum required contributions for all years | 2022-09-14 | 0 |
2021: UNION STATE BANK PENSION TRUST 2021 401k membership |
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Market value of plan assets | 2021-09-14 | 2,410,612 |
Acturial value of plan assets | 2021-09-14 | 2,410,612 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-14 | 571,708 |
Number of terminated vested participants | 2021-09-14 | 1 |
Fundng target for terminated vested participants | 2021-09-14 | 27,138 |
Active participant vested funding target | 2021-09-14 | 1,943,740 |
Number of active participants | 2021-09-14 | 19 |
Total funding liabilities for active participants | 2021-09-14 | 1,972,080 |
Total participant count | 2021-09-14 | 21 |
Total funding target for all participants | 2021-09-14 | 2,570,926 |
Balance at beginning of prior year after applicable adjustments | 2021-09-14 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-14 | 0 |
Amount remaining of carryover balance | 2021-09-14 | 0 |
Amount remaining of prefunding balance | 2021-09-14 | 0 |
Present value of excess contributions | 2021-09-14 | 142,546 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-14 | 150,472 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-14 | 0 |
Balance of carryovers at beginning of current year | 2021-09-14 | 0 |
Balance of prefunding at beginning of current year | 2021-09-14 | 0 |
Total employer contributions | 2021-09-14 | 280,000 |
Total employee contributions | 2021-09-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-14 | 271,003 |
Liquidity shortfalls end of Q1 | 2021-09-14 | 0 |
Liquidity shortfalls end of Q2 | 2021-09-14 | 0 |
Liquidity shortfalls end of Q3 | 2021-09-14 | 0 |
Liquidity shortfalls end of Q4 | 2021-09-14 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-14 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-14 | 107,163 |
Net shortfall amortization installment of oustanding balance | 2021-09-14 | 160,314 |
Waiver amortization installment | 2021-09-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-14 | 153,384 |
Carryover balance elected to use to offset funding requirement | 2021-09-14 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-14 | 0 |
Additional cash requirement | 2021-09-14 | 153,384 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-14 | 271,003 |
Unpaid minimum required contributions for current year | 2021-09-14 | 0 |
Unpaid minimum required contributions for all years | 2021-09-14 | 0 |
2020: UNION STATE BANK PENSION TRUST 2020 401k membership |
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Market value of plan assets | 2020-09-14 | 2,362,728 |
Acturial value of plan assets | 2020-09-14 | 2,362,728 |
Funding target for retired participants and beneficiaries receiving payment | 2020-09-14 | 573,959 |
Number of terminated vested participants | 2020-09-14 | 1 |
Fundng target for terminated vested participants | 2020-09-14 | 24,973 |
Active participant vested funding target | 2020-09-14 | 1,901,321 |
Number of active participants | 2020-09-14 | 19 |
Total funding liabilities for active participants | 2020-09-14 | 1,928,617 |
Total participant count | 2020-09-14 | 21 |
Total funding target for all participants | 2020-09-14 | 2,527,549 |
Balance at beginning of prior year after applicable adjustments | 2020-09-14 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-09-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-09-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-09-14 | 0 |
Amount remaining of carryover balance | 2020-09-14 | 0 |
Amount remaining of prefunding balance | 2020-09-14 | 0 |
Present value of excess contributions | 2020-09-14 | 134,513 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-09-14 | 142,234 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-09-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-09-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-09-14 | 0 |
Balance of carryovers at beginning of current year | 2020-09-14 | 0 |
Balance of prefunding at beginning of current year | 2020-09-14 | 0 |
Total employer contributions | 2020-09-14 | 280,000 |
Total employee contributions | 2020-09-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-09-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-09-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-09-14 | 273,370 |
Unpaid minimum required contributions for all prior years | 2020-09-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-09-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-09-14 | 0 |
Minimum required contributions for current year target normal cost | 2020-09-14 | 92,745 |
Net shortfall amortization installment of oustanding balance | 2020-09-14 | 164,821 |
Waiver amortization installment | 2020-09-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-09-14 | 130,824 |
Carryover balance elected to use to offset funding requirement | 2020-09-14 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-09-14 | 0 |
Additional cash requirement | 2020-09-14 | 130,824 |
Contributions allocatedtoward minimum required contributions for current year | 2020-09-14 | 273,370 |
Unpaid minimum required contributions for current year | 2020-09-14 | 0 |
Unpaid minimum required contributions for all years | 2020-09-14 | 0 |
2019: UNION STATE BANK PENSION TRUST 2019 401k membership |
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Market value of plan assets | 2019-09-14 | 2,056,005 |
Acturial value of plan assets | 2019-09-14 | 2,056,005 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-14 | 575,129 |
Number of terminated vested participants | 2019-09-14 | 1 |
Fundng target for terminated vested participants | 2019-09-14 | 22,891 |
Active participant vested funding target | 2019-09-14 | 1,662,344 |
Number of active participants | 2019-09-14 | 19 |
Total funding liabilities for active participants | 2019-09-14 | 1,684,137 |
Total participant count | 2019-09-14 | 21 |
Total funding target for all participants | 2019-09-14 | 2,282,157 |
Balance at beginning of prior year after applicable adjustments | 2019-09-14 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-14 | 0 |
Amount remaining of carryover balance | 2019-09-14 | 0 |
Amount remaining of prefunding balance | 2019-09-14 | 0 |
Present value of excess contributions | 2019-09-14 | 135,972 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-14 | 144,022 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-14 | 0 |
Balance of carryovers at beginning of current year | 2019-09-14 | 0 |
Balance of prefunding at beginning of current year | 2019-09-14 | 0 |
Total employer contributions | 2019-09-14 | 280,000 |
Total employee contributions | 2019-09-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-14 | 272,965 |
Unpaid minimum required contributions for all prior years | 2019-09-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-14 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-14 | 101,990 |
Net shortfall amortization installment of oustanding balance | 2019-09-14 | 226,152 |
Waiver amortization installment | 2019-09-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-14 | 138,452 |
Carryover balance elected to use to offset funding requirement | 2019-09-14 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-09-14 | 0 |
Additional cash requirement | 2019-09-14 | 138,452 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-14 | 272,965 |
Unpaid minimum required contributions for current year | 2019-09-14 | 0 |
Unpaid minimum required contributions for all years | 2019-09-14 | 0 |
2018: UNION STATE BANK PENSION TRUST 2018 401k membership |
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Market value of plan assets | 2018-09-14 | 1,764,718 |
Acturial value of plan assets | 2018-09-14 | 1,764,718 |
Funding target for retired participants and beneficiaries receiving payment | 2018-09-14 | 560,229 |
Number of terminated vested participants | 2018-09-14 | 1 |
Fundng target for terminated vested participants | 2018-09-14 | 19,765 |
Active participant vested funding target | 2018-09-14 | 1,402,912 |
Number of active participants | 2018-09-14 | 17 |
Total funding liabilities for active participants | 2018-09-14 | 1,413,446 |
Total participant count | 2018-09-14 | 19 |
Total funding target for all participants | 2018-09-14 | 1,993,440 |
Balance at beginning of prior year after applicable adjustments | 2018-09-14 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-09-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-09-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-09-14 | 0 |
Amount remaining of carryover balance | 2018-09-14 | 0 |
Amount remaining of prefunding balance | 2018-09-14 | 0 |
Present value of excess contributions | 2018-09-14 | 126,520 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-09-14 | 134,238 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-09-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-09-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-09-14 | 0 |
Balance of carryovers at beginning of current year | 2018-09-14 | 0 |
Balance of prefunding at beginning of current year | 2018-09-14 | 0 |
Total employer contributions | 2018-09-14 | 280,000 |
Total employee contributions | 2018-09-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-09-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-09-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-09-14 | 273,350 |
Unpaid minimum required contributions for all prior years | 2018-09-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-09-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-09-14 | 0 |
Minimum required contributions for current year target normal cost | 2018-09-14 | 84,494 |
Net shortfall amortization installment of oustanding balance | 2018-09-14 | 228,722 |
Waiver amortization installment | 2018-09-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-09-14 | 137,378 |
Additional cash requirement | 2018-09-14 | 137,378 |
Contributions allocatedtoward minimum required contributions for current year | 2018-09-14 | 273,350 |
Unpaid minimum required contributions for current year | 2018-09-14 | 0 |
Unpaid minimum required contributions for all years | 2018-09-14 | 0 |
2017: UNION STATE BANK PENSION TRUST 2017 401k membership |
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Market value of plan assets | 2017-09-14 | 1,547,622 |
Acturial value of plan assets | 2017-09-14 | 1,547,622 |
Funding target for retired participants and beneficiaries receiving payment | 2017-09-14 | 0 |
Number of terminated vested participants | 2017-09-14 | 3 |
Fundng target for terminated vested participants | 2017-09-14 | 35,197 |
Active participant vested funding target | 2017-09-14 | 1,714,333 |
Number of active participants | 2017-09-14 | 20 |
Total funding liabilities for active participants | 2017-09-14 | 1,724,375 |
Total participant count | 2017-09-14 | 23 |
Total funding target for all participants | 2017-09-14 | 1,759,572 |
Balance at beginning of prior year after applicable adjustments | 2017-09-14 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-09-14 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-09-14 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-09-14 | 0 |
Amount remaining of carryover balance | 2017-09-14 | 0 |
Amount remaining of prefunding balance | 2017-09-14 | 0 |
Present value of excess contributions | 2017-09-14 | 165,616 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-09-14 | 176,017 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-09-14 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-09-14 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-09-14 | 0 |
Balance of carryovers at beginning of current year | 2017-09-14 | 0 |
Balance of prefunding at beginning of current year | 2017-09-14 | 0 |
Total employer contributions | 2017-09-14 | 280,000 |
Total employee contributions | 2017-09-14 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-09-14 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-09-14 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-09-14 | 274,249 |
Unpaid minimum required contributions for all prior years | 2017-09-14 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-09-14 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-09-14 | 0 |
Minimum required contributions for current year target normal cost | 2017-09-14 | 80,928 |
Net shortfall amortization installment of oustanding balance | 2017-09-14 | 211,950 |
Waiver amortization installment | 2017-09-14 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-09-14 | 147,729 |
Additional cash requirement | 2017-09-14 | 147,729 |
Contributions allocatedtoward minimum required contributions for current year | 2017-09-14 | 274,249 |
Unpaid minimum required contributions for current year | 2017-09-14 | 0 |
Unpaid minimum required contributions for all years | 2017-09-14 | 0 |