Civic Intelligence

Union Bank & Trust Co. Inc.

Plan context: Union Bank & Trust Co. 401K Plan

EIN 20-4494965 • Oxford, NC • 12 filings • 2 plans

108 College StreetOxford, NC 27565
Current Snapshot

Latest Year

2017

2017 Participants

57

2017 Assets

$2,772,662

2017 Contributions

$182,923

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,772,662$1,386,331$0200620112016YearValue
$2,772,662Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

59300200620112016YearValue
57Latest year 2016

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201710$0$182,923-
Union Bank & Trust Co. 401K Plan-0$0$182,923-
2016157$2,772,662$514,214$9,021iApproximate average salary by contribution assumption: employee only about $225,532 at 4% or $150,355 at 6%; with 50% employer match about $150,355 at 4% or $100,237 at 6%; with 100% employer match about $112,766 at 4% or $75,177 at 6%.
Union Bank & Trust Co. 401K Plan-57$2,772,662$514,214$9,021iApproximate average salary by contribution assumption: employee only about $225,532 at 4% or $150,355 at 6%; with 50% employer match about $150,355 at 4% or $100,237 at 6%; with 100% employer match about $112,766 at 4% or $75,177 at 6%.
2015156$2,495,697$384,402$6,864iApproximate average salary by contribution assumption: employee only about $171,608 at 4% or $114,405 at 6%; with 50% employer match about $114,405 at 4% or $76,270 at 6%; with 100% employer match about $85,804 at 4% or $57,203 at 6%.
Union Bank & Trust Co. 401K Plan-56$2,495,697$384,402$6,864iApproximate average salary by contribution assumption: employee only about $171,608 at 4% or $114,405 at 6%; with 50% employer match about $114,405 at 4% or $76,270 at 6%; with 100% employer match about $85,804 at 4% or $57,203 at 6%.
2014159$2,464,915$399,549$6,772iApproximate average salary by contribution assumption: employee only about $169,300 at 4% or $112,867 at 6%; with 50% employer match about $112,867 at 4% or $75,245 at 6%; with 100% employer match about $84,650 at 4% or $56,433 at 6%.
Union Bank & Trust Co. 401K Plan-59$2,464,915$399,549$6,772iApproximate average salary by contribution assumption: employee only about $169,300 at 4% or $112,867 at 6%; with 50% employer match about $112,867 at 4% or $75,245 at 6%; with 100% employer match about $84,650 at 4% or $56,433 at 6%.
2013154$1,995,137$348,263$6,449iApproximate average salary by contribution assumption: employee only about $161,233 at 4% or $107,489 at 6%; with 50% employer match about $107,489 at 4% or $71,659 at 6%; with 100% employer match about $80,616 at 4% or $53,744 at 6%.
Union Bank & Trust Co. 401K Plan-54$1,995,137$348,263$6,449iApproximate average salary by contribution assumption: employee only about $161,233 at 4% or $107,489 at 6%; with 50% employer match about $107,489 at 4% or $71,659 at 6%; with 100% employer match about $80,616 at 4% or $53,744 at 6%.
2012141$1,369,578$303,014$7,391iApproximate average salary by contribution assumption: employee only about $184,765 at 4% or $123,176 at 6%; with 50% employer match about $123,176 at 4% or $82,118 at 6%; with 100% employer match about $92,382 at 4% or $61,588 at 6%.
Union Bank & Trust Co. 401K Plan-41$1,369,578$303,014$7,391iApproximate average salary by contribution assumption: employee only about $184,765 at 4% or $123,176 at 6%; with 50% employer match about $123,176 at 4% or $82,118 at 6%; with 100% employer match about $92,382 at 4% or $61,588 at 6%.
2011136$969,402$236,602$6,572iApproximate average salary by contribution assumption: employee only about $164,307 at 4% or $109,538 at 6%; with 50% employer match about $109,538 at 4% or $73,025 at 6%; with 100% employer match about $82,153 at 4% or $54,769 at 6%.
Union Bank & Trust Co. 401K Plan-36$969,402$236,602$6,572iApproximate average salary by contribution assumption: employee only about $164,307 at 4% or $109,538 at 6%; with 50% employer match about $109,538 at 4% or $73,025 at 6%; with 100% employer match about $82,153 at 4% or $54,769 at 6%.
2010129$784,201$213,332$7,356iApproximate average salary by contribution assumption: employee only about $183,907 at 4% or $122,605 at 6%; with 50% employer match about $122,605 at 4% or $81,736 at 6%; with 100% employer match about $91,953 at 4% or $61,302 at 6%.
Union Bank & Trust Co. 401K Plan-29$784,201$213,332$7,356iApproximate average salary by contribution assumption: employee only about $183,907 at 4% or $122,605 at 6%; with 50% employer match about $122,605 at 4% or $81,736 at 6%; with 100% employer match about $91,953 at 4% or $61,302 at 6%.
2009128$496,461$195,921$6,997iApproximate average salary by contribution assumption: employee only about $174,929 at 4% or $116,620 at 6%; with 50% employer match about $116,620 at 4% or $77,746 at 6%; with 100% employer match about $87,465 at 4% or $58,310 at 6%.
Union Bank & Trust Co. 401K Plan-28$496,461$195,921$6,997iApproximate average salary by contribution assumption: employee only about $174,929 at 4% or $116,620 at 6%; with 50% employer match about $116,620 at 4% or $77,746 at 6%; with 100% employer match about $87,465 at 4% or $58,310 at 6%.
2008124$198,773$135,387$5,641iApproximate average salary by contribution assumption: employee only about $141,028 at 4% or $94,019 at 6%; with 50% employer match about $94,019 at 4% or $62,679 at 6%; with 100% employer match about $70,514 at 4% or $47,009 at 6%.
Union Bank & Trust Co. 401K Plan-24$198,773$135,387$5,641iApproximate average salary by contribution assumption: employee only about $141,028 at 4% or $94,019 at 6%; with 50% employer match about $94,019 at 4% or $62,679 at 6%; with 100% employer match about $70,514 at 4% or $47,009 at 6%.
2007122$146,740$95,371$4,335iApproximate average salary by contribution assumption: employee only about $108,376 at 4% or $72,251 at 6%; with 50% employer match about $72,251 at 4% or $48,167 at 6%; with 100% employer match about $54,188 at 4% or $36,125 at 6%.
Union Bank & Trust Co. 401K Plan-22$146,740$95,371$4,335iApproximate average salary by contribution assumption: employee only about $108,376 at 4% or $72,251 at 6%; with 50% employer match about $72,251 at 4% or $48,167 at 6%; with 100% employer match about $54,188 at 4% or $36,125 at 6%.
2006113$48,013$46,111$3,547iApproximate average salary by contribution assumption: employee only about $88,675 at 4% or $59,117 at 6%; with 50% employer match about $59,117 at 4% or $39,411 at 6%; with 100% employer match about $44,338 at 4% or $29,558 at 6%.
Union Bank & Trust Co. 401K Plan-13$48,013$46,111$3,547iApproximate average salary by contribution assumption: employee only about $88,675 at 4% or $59,117 at 6%; with 50% employer match about $59,117 at 4% or $39,411 at 6%; with 100% employer match about $44,338 at 4% or $29,558 at 6%.