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UNION STATE BANK PENSION TRUST 401k Plan overview

Plan NameUNION STATE BANK PENSION TRUST
Plan identification number 001

UNION STATE BANK PENSION TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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.
  • Life insurance

401k Sponsoring company profile

UNION STATE BANK has sponsored the creation of one or more 401k plans.

Company Name:UNION STATE BANK
Employer identification number (EIN):480456380
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION STATE BANK PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-15BRANDON LEE2023-03-02 BRANDON LEE2023-03-02
0012021-09-15THAD COWARD2023-06-29
0012020-09-15BRANDON LEE2022-06-28
0012019-09-15BRANDON LEE2021-06-24 BRANDON LEE2021-06-24
0012018-09-15BRANDON LEE2020-07-01
0012017-09-15BRANDON LEE2019-06-25
0012016-09-15BRANDON LEE2018-06-29
0012015-09-15DAN HEEREN2017-06-27
0012014-09-15DAN HEEREN2016-06-14
0012013-09-15DAN HEEREN2015-06-22
0012012-09-15DAN HEEREN2014-06-05
0012011-09-15DAN HEEREN2013-04-29
0012010-09-15DAN HEEREN2012-05-01

Plan Statistics for UNION STATE BANK PENSION TRUST

401k plan membership statisitcs for UNION STATE BANK PENSION TRUST

Measure Date Value
2022: UNION STATE BANK PENSION TRUST 2022 401k membership
Market value of plan assets2022-09-141,668,150
Acturial value of plan assets2022-09-141,668,150
Funding target for retired participants and beneficiaries receiving payment2022-09-14549,094
Number of terminated vested participants2022-09-141
Fundng target for terminated vested participants2022-09-1428,133
Active participant vested funding target2022-09-141,231,743
Number of active participants2022-09-1418
Total funding liabilities for active participants2022-09-141,258,854
Total participant count2022-09-1420
Total funding target for all participants2022-09-141,836,081
Balance at beginning of prior year after applicable adjustments2022-09-140
Prefunding balance at beginning of prior year after applicable adjustments2022-09-140
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-140
Prefunding balanced used to offset prior years funding requirement2022-09-140
Amount remaining of carryover balance2022-09-140
Amount remaining of prefunding balance2022-09-140
Present value of excess contributions2022-09-14117,619
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-14123,994
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-140
Reductions in caryover balances due to elections or deemed elections2022-09-140
Reductions in prefunding balances due to elections or deemed elections2022-09-140
Balance of carryovers at beginning of current year2022-09-140
Balance of prefunding at beginning of current year2022-09-140
Total employer contributions2022-09-14371,643
Total employee contributions2022-09-140
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-140
Contributions made to avoid restrictions adjusted to valuation date2022-09-140
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-14358,863
Liquidity shortfalls end of Q12022-09-140
Liquidity shortfalls end of Q22022-09-140
Liquidity shortfalls end of Q32022-09-140
Liquidity shortfalls end of Q42022-09-140
Unpaid minimum required contributions for all prior years2022-09-140
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-140
Remaining amount of unpaid minimum required contributions2022-09-140
Minimum required contributions for current year target normal cost2022-09-1498,681
Net shortfall amortization installment of oustanding balance2022-09-14167,931
Total funding amount beforereflecting carryover/prefunding balances2022-09-14114,339
Carryover balance elected to use to offset funding requirement2022-09-140
Prefunding balance elected to use to offset funding requirement2022-09-140
Additional cash requirement2022-09-14114,339
Contributions allocatedtoward minimum required contributions for current year2022-09-14358,863
Unpaid minimum required contributions for current year2022-09-140
Unpaid minimum required contributions for all years2022-09-140
2021: UNION STATE BANK PENSION TRUST 2021 401k membership
Market value of plan assets2021-09-142,410,612
Acturial value of plan assets2021-09-142,410,612
Funding target for retired participants and beneficiaries receiving payment2021-09-14571,708
Number of terminated vested participants2021-09-141
Fundng target for terminated vested participants2021-09-1427,138
Active participant vested funding target2021-09-141,943,740
Number of active participants2021-09-1419
Total funding liabilities for active participants2021-09-141,972,080
Total participant count2021-09-1421
Total funding target for all participants2021-09-142,570,926
Balance at beginning of prior year after applicable adjustments2021-09-140
Prefunding balance at beginning of prior year after applicable adjustments2021-09-140
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-140
Prefunding balanced used to offset prior years funding requirement2021-09-140
Amount remaining of carryover balance2021-09-140
Amount remaining of prefunding balance2021-09-140
Present value of excess contributions2021-09-14142,546
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-14150,472
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-140
Reductions in caryover balances due to elections or deemed elections2021-09-140
Reductions in prefunding balances due to elections or deemed elections2021-09-140
Balance of carryovers at beginning of current year2021-09-140
Balance of prefunding at beginning of current year2021-09-140
Total employer contributions2021-09-14280,000
Total employee contributions2021-09-140
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-140
Contributions made to avoid restrictions adjusted to valuation date2021-09-140
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-14271,003
Liquidity shortfalls end of Q12021-09-140
Liquidity shortfalls end of Q22021-09-140
Liquidity shortfalls end of Q32021-09-140
Liquidity shortfalls end of Q42021-09-140
Unpaid minimum required contributions for all prior years2021-09-140
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-140
Remaining amount of unpaid minimum required contributions2021-09-140
Minimum required contributions for current year target normal cost2021-09-14107,163
Net shortfall amortization installment of oustanding balance2021-09-14160,314
Waiver amortization installment2021-09-140
Total funding amount beforereflecting carryover/prefunding balances2021-09-14153,384
Carryover balance elected to use to offset funding requirement2021-09-140
Prefunding balance elected to use to offset funding requirement2021-09-140
Additional cash requirement2021-09-14153,384
Contributions allocatedtoward minimum required contributions for current year2021-09-14271,003
Unpaid minimum required contributions for current year2021-09-140
Unpaid minimum required contributions for all years2021-09-140
2020: UNION STATE BANK PENSION TRUST 2020 401k membership
Market value of plan assets2020-09-142,362,728
Acturial value of plan assets2020-09-142,362,728
Funding target for retired participants and beneficiaries receiving payment2020-09-14573,959
Number of terminated vested participants2020-09-141
Fundng target for terminated vested participants2020-09-1424,973
Active participant vested funding target2020-09-141,901,321
Number of active participants2020-09-1419
Total funding liabilities for active participants2020-09-141,928,617
Total participant count2020-09-1421
Total funding target for all participants2020-09-142,527,549
Balance at beginning of prior year after applicable adjustments2020-09-140
Prefunding balance at beginning of prior year after applicable adjustments2020-09-140
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-140
Prefunding balanced used to offset prior years funding requirement2020-09-140
Amount remaining of carryover balance2020-09-140
Amount remaining of prefunding balance2020-09-140
Present value of excess contributions2020-09-14134,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-14142,234
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-140
Reductions in caryover balances due to elections or deemed elections2020-09-140
Reductions in prefunding balances due to elections or deemed elections2020-09-140
Balance of carryovers at beginning of current year2020-09-140
Balance of prefunding at beginning of current year2020-09-140
Total employer contributions2020-09-14280,000
Total employee contributions2020-09-140
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-140
Contributions made to avoid restrictions adjusted to valuation date2020-09-140
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-14273,370
Unpaid minimum required contributions for all prior years2020-09-140
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-140
Remaining amount of unpaid minimum required contributions2020-09-140
Minimum required contributions for current year target normal cost2020-09-1492,745
Net shortfall amortization installment of oustanding balance2020-09-14164,821
Waiver amortization installment2020-09-140
Total funding amount beforereflecting carryover/prefunding balances2020-09-14130,824
Carryover balance elected to use to offset funding requirement2020-09-140
Prefunding balance elected to use to offset funding requirement2020-09-140
Additional cash requirement2020-09-14130,824
Contributions allocatedtoward minimum required contributions for current year2020-09-14273,370
Unpaid minimum required contributions for current year2020-09-140
Unpaid minimum required contributions for all years2020-09-140
2019: UNION STATE BANK PENSION TRUST 2019 401k membership
Market value of plan assets2019-09-142,056,005
Acturial value of plan assets2019-09-142,056,005
Funding target for retired participants and beneficiaries receiving payment2019-09-14575,129
Number of terminated vested participants2019-09-141
Fundng target for terminated vested participants2019-09-1422,891
Active participant vested funding target2019-09-141,662,344
Number of active participants2019-09-1419
Total funding liabilities for active participants2019-09-141,684,137
Total participant count2019-09-1421
Total funding target for all participants2019-09-142,282,157
Balance at beginning of prior year after applicable adjustments2019-09-140
Prefunding balance at beginning of prior year after applicable adjustments2019-09-140
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-140
Prefunding balanced used to offset prior years funding requirement2019-09-140
Amount remaining of carryover balance2019-09-140
Amount remaining of prefunding balance2019-09-140
Present value of excess contributions2019-09-14135,972
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-14144,022
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-140
Reductions in caryover balances due to elections or deemed elections2019-09-140
Reductions in prefunding balances due to elections or deemed elections2019-09-140
Balance of carryovers at beginning of current year2019-09-140
Balance of prefunding at beginning of current year2019-09-140
Total employer contributions2019-09-14280,000
Total employee contributions2019-09-140
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-140
Contributions made to avoid restrictions adjusted to valuation date2019-09-140
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-14272,965
Unpaid minimum required contributions for all prior years2019-09-140
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-140
Remaining amount of unpaid minimum required contributions2019-09-140
Minimum required contributions for current year target normal cost2019-09-14101,990
Net shortfall amortization installment of oustanding balance2019-09-14226,152
Waiver amortization installment2019-09-140
Total funding amount beforereflecting carryover/prefunding balances2019-09-14138,452
Carryover balance elected to use to offset funding requirement2019-09-140
Prefunding balance elected to use to offset funding requirement2019-09-140
Additional cash requirement2019-09-14138,452
Contributions allocatedtoward minimum required contributions for current year2019-09-14272,965
Unpaid minimum required contributions for current year2019-09-140
Unpaid minimum required contributions for all years2019-09-140
2018: UNION STATE BANK PENSION TRUST 2018 401k membership
Market value of plan assets2018-09-141,764,718
Acturial value of plan assets2018-09-141,764,718
Funding target for retired participants and beneficiaries receiving payment2018-09-14560,229
Number of terminated vested participants2018-09-141
Fundng target for terminated vested participants2018-09-1419,765
Active participant vested funding target2018-09-141,402,912
Number of active participants2018-09-1417
Total funding liabilities for active participants2018-09-141,413,446
Total participant count2018-09-1419
Total funding target for all participants2018-09-141,993,440
Balance at beginning of prior year after applicable adjustments2018-09-140
Prefunding balance at beginning of prior year after applicable adjustments2018-09-140
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-140
Prefunding balanced used to offset prior years funding requirement2018-09-140
Amount remaining of carryover balance2018-09-140
Amount remaining of prefunding balance2018-09-140
Present value of excess contributions2018-09-14126,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-14134,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-140
Reductions in caryover balances due to elections or deemed elections2018-09-140
Reductions in prefunding balances due to elections or deemed elections2018-09-140
Balance of carryovers at beginning of current year2018-09-140
Balance of prefunding at beginning of current year2018-09-140
Total employer contributions2018-09-14280,000
Total employee contributions2018-09-140
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-140
Contributions made to avoid restrictions adjusted to valuation date2018-09-140
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-14273,350
Unpaid minimum required contributions for all prior years2018-09-140
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-140
Remaining amount of unpaid minimum required contributions2018-09-140
Minimum required contributions for current year target normal cost2018-09-1484,494
Net shortfall amortization installment of oustanding balance2018-09-14228,722
Waiver amortization installment2018-09-140
Total funding amount beforereflecting carryover/prefunding balances2018-09-14137,378
Additional cash requirement2018-09-14137,378
Contributions allocatedtoward minimum required contributions for current year2018-09-14273,350
Unpaid minimum required contributions for current year2018-09-140
Unpaid minimum required contributions for all years2018-09-140
2017: UNION STATE BANK PENSION TRUST 2017 401k membership
Market value of plan assets2017-09-141,547,622
Acturial value of plan assets2017-09-141,547,622
Funding target for retired participants and beneficiaries receiving payment2017-09-140
Number of terminated vested participants2017-09-143
Fundng target for terminated vested participants2017-09-1435,197
Active participant vested funding target2017-09-141,714,333
Number of active participants2017-09-1420
Total funding liabilities for active participants2017-09-141,724,375
Total participant count2017-09-1423
Total funding target for all participants2017-09-141,759,572
Balance at beginning of prior year after applicable adjustments2017-09-140
Prefunding balance at beginning of prior year after applicable adjustments2017-09-140
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-140
Prefunding balanced used to offset prior years funding requirement2017-09-140
Amount remaining of carryover balance2017-09-140
Amount remaining of prefunding balance2017-09-140
Present value of excess contributions2017-09-14165,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-14176,017
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-140
Reductions in caryover balances due to elections or deemed elections2017-09-140
Reductions in prefunding balances due to elections or deemed elections2017-09-140
Balance of carryovers at beginning of current year2017-09-140
Balance of prefunding at beginning of current year2017-09-140
Total employer contributions2017-09-14280,000
Total employee contributions2017-09-140
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-140
Contributions made to avoid restrictions adjusted to valuation date2017-09-140
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-14274,249
Unpaid minimum required contributions for all prior years2017-09-140
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-140
Remaining amount of unpaid minimum required contributions2017-09-140
Minimum required contributions for current year target normal cost2017-09-1480,928
Net shortfall amortization installment of oustanding balance2017-09-14211,950
Waiver amortization installment2017-09-140
Total funding amount beforereflecting carryover/prefunding balances2017-09-14147,729
Additional cash requirement2017-09-14147,729
Contributions allocatedtoward minimum required contributions for current year2017-09-14274,249
Unpaid minimum required contributions for current year2017-09-140
Unpaid minimum required contributions for all years2017-09-140

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