Union Financial Group Ltd.
Plan context: Union Financial Group Ltd. Employee Stock Ownership Plan
EIN 37-1009274 • 32 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
34
2024 Assets
$16,103
2024 Contributions
$654,418
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $16,103 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $16,103 | - | - |
| 2023 | 1 | 0 | $15,303 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $15,303 | - | - |
| 2022 | 1 | 0 | $14,593 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $14,593 | - | - |
| 2021 | 1 | 0 | $14,416 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $14,416 | - | - |
| 2020 | 1 | 0 | $14,412 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $14,412 | - | - |
| 2019 | 1 | 0 | $14,356 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $14,356 | - | - |
| 2018 | 1 | 0 | $14,059 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $14,059 | - | - |
| 2017 | 1 | 0 | $13,806 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $13,806 | - | - |
| 2016 | 1 | 0 | $13,707 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $13,707 | - | - |
| 2015 | 1 | 34 | $14,899 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 34 | $14,899 | - | - |
| 2014 | 1 | 53 | $32,750 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 53 | $32,750 | - | - |
| 2013 | 1 | 53 | $32,747 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 53 | $32,747 | - | - |
| 2012 | 1 | 0 | $32,743 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $32,743 | - | - |
| 2011 | 1 | 0 | $32,739 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $32,739 | - | - |
| 2010 | 2 | 0 | $32,735 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $32,735 | - | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $36,512 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $36,512 | - | - |
| 2005 | 1 | 0 | $11,813 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $11,813 | - | - |
| 2004 | 1 | 0 | $25,220 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $25,220 | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2002 | 2 | 0 | $88,215 | $0 | - |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 0 | $88,215 | - | - |
| Union Financial Group Dental Plan | - | 0 | - | - | - |
| 2001 | 2 | 135 | $5,866,398 | $654,418 | $4,848iApproximate average salary by contribution assumption: employee only about $121,189 at 4% or $80,792 at 6%; with 50% employer match about $80,792 at 4% or $53,862 at 6%; with 100% employer match about $60,594 at 4% or $40,396 at 6%. |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 131 | $3,466,716 | $213,158 | $1,627iApproximate average salary by contribution assumption: employee only about $40,679 at 4% or $27,119 at 6%; with 50% employer match about $27,119 at 4% or $18,080 at 6%; with 100% employer match about $20,340 at 4% or $13,560 at 6%. |
| Union Financial Group Dental Plan | - | 135 | $2,399,682 | $441,260 | $3,269iApproximate average salary by contribution assumption: employee only about $81,715 at 4% or $54,477 at 6%; with 50% employer match about $54,477 at 4% or $36,318 at 6%; with 100% employer match about $40,857 at 4% or $27,238 at 6%. |
| 2000 | 4 | 140 | $5,950,748 | $628,898 | $4,492iApproximate average salary by contribution assumption: employee only about $112,303 at 4% or $74,869 at 6%; with 50% employer match about $74,869 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,434 at 6%. |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 132 | $3,472,084 | $216,600 | $1,641iApproximate average salary by contribution assumption: employee only about $41,023 at 4% or $27,348 at 6%; with 50% employer match about $27,348 at 4% or $18,232 at 6%; with 100% employer match about $20,511 at 4% or $13,674 at 6%. |
| Union Financial Group Dental Plan | - | 140 | $2,478,664 | $412,298 | $2,945iApproximate average salary by contribution assumption: employee only about $73,625 at 4% or $49,083 at 6%; with 50% employer match about $49,083 at 4% or $32,722 at 6%; with 100% employer match about $36,812 at 4% or $24,542 at 6%. |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 131 | - | - | - |
| Union Financial Medical Plan | - | 138 | - | - | - |
| 1999 | 3 | 87 | $2,722,714 | $176,471 | $2,028iApproximate average salary by contribution assumption: employee only about $50,710 at 4% or $33,807 at 6%; with 50% employer match about $33,807 at 4% or $22,538 at 6%; with 100% employer match about $25,355 at 4% or $16,903 at 6%. |
| Union Financial Group Ltd. Employee Stock Ownership Plan | - | 87 | $2,722,714 | $176,471 | $2,028iApproximate average salary by contribution assumption: employee only about $50,710 at 4% or $33,807 at 6%; with 50% employer match about $33,807 at 4% or $22,538 at 6%; with 100% employer match about $25,355 at 4% or $16,903 at 6%. |
| Union Financial Group Dental Plan | - | 0 | - | - | - |
| Union Financial Medical Plan | - | 0 | - | - | - |