Civic Intelligence

UNION BANK & TRUST CO 401K PLAN

Plan context: Union Bank & Trust Co. Money Purchase Pension Plan

EIN 62-0391100 • Livingston, TN • 26 filings • 4 plans

PO Box 39Livingston, TN 38570-0039
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,006,914

2024 Contributions

$56,887

Historical Graphs

Total Assets Over Time

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

$1,224,613$612,307$0199920122024YearValue
$1,006,914Latest year 2024

Participants Over Time

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

24120199920122024YearValue
13Latest year 2024

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
2024113$1,006,914$56,887$4,376iApproximate average salary by contribution assumption: employee only about $109,398 at 4% or $72,932 at 6%; with 50% employer match about $72,932 at 4% or $48,621 at 6%; with 100% employer match about $54,699 at 4% or $36,466 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-13$1,006,914$56,887$4,376iApproximate average salary by contribution assumption: employee only about $109,398 at 4% or $72,932 at 6%; with 50% employer match about $72,932 at 4% or $48,621 at 6%; with 100% employer match about $54,699 at 4% or $36,466 at 6%.
2023113$933,080$53,184$4,091iApproximate average salary by contribution assumption: employee only about $102,277 at 4% or $68,185 at 6%; with 50% employer match about $68,185 at 4% or $45,456 at 6%; with 100% employer match about $51,138 at 4% or $34,092 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-13$933,080$53,184$4,091iApproximate average salary by contribution assumption: employee only about $102,277 at 4% or $68,185 at 6%; with 50% employer match about $68,185 at 4% or $45,456 at 6%; with 100% employer match about $51,138 at 4% or $34,092 at 6%.
2022115$881,784$50,279$3,352iApproximate average salary by contribution assumption: employee only about $83,798 at 4% or $55,866 at 6%; with 50% employer match about $55,866 at 4% or $37,244 at 6%; with 100% employer match about $41,899 at 4% or $27,933 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-15$881,784$50,279$3,352iApproximate average salary by contribution assumption: employee only about $83,798 at 4% or $55,866 at 6%; with 50% employer match about $55,866 at 4% or $37,244 at 6%; with 100% employer match about $41,899 at 4% or $27,933 at 6%.
2021116$960,139$59,878$3,742iApproximate average salary by contribution assumption: employee only about $93,559 at 4% or $62,373 at 6%; with 50% employer match about $62,373 at 4% or $41,582 at 6%; with 100% employer match about $46,780 at 4% or $31,186 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-16$960,139$59,878$3,742iApproximate average salary by contribution assumption: employee only about $93,559 at 4% or $62,373 at 6%; with 50% employer match about $62,373 at 4% or $41,582 at 6%; with 100% employer match about $46,780 at 4% or $31,186 at 6%.
2020116$890,405$55,802$3,488iApproximate average salary by contribution assumption: employee only about $87,191 at 4% or $58,127 at 6%; with 50% employer match about $58,127 at 4% or $38,751 at 6%; with 100% employer match about $43,595 at 4% or $29,064 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-16$890,405$55,802$3,488iApproximate average salary by contribution assumption: employee only about $87,191 at 4% or $58,127 at 6%; with 50% employer match about $58,127 at 4% or $38,751 at 6%; with 100% employer match about $43,595 at 4% or $29,064 at 6%.
2019115$910,507$53,393$3,560iApproximate average salary by contribution assumption: employee only about $88,988 at 4% or $59,326 at 6%; with 50% employer match about $59,326 at 4% or $39,550 at 6%; with 100% employer match about $44,494 at 4% or $29,663 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-15$910,507$53,393$3,560iApproximate average salary by contribution assumption: employee only about $88,988 at 4% or $59,326 at 6%; with 50% employer match about $59,326 at 4% or $39,550 at 6%; with 100% employer match about $44,494 at 4% or $29,663 at 6%.
2018117$884,019$59,936$3,526iApproximate average salary by contribution assumption: employee only about $88,141 at 4% or $58,761 at 6%; with 50% employer match about $58,761 at 4% or $39,174 at 6%; with 100% employer match about $44,071 at 4% or $29,380 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-17$884,019$59,936$3,526iApproximate average salary by contribution assumption: employee only about $88,141 at 4% or $58,761 at 6%; with 50% employer match about $58,761 at 4% or $39,174 at 6%; with 100% employer match about $44,071 at 4% or $29,380 at 6%.
2017116$1,057,874$66,393$4,150iApproximate average salary by contribution assumption: employee only about $103,739 at 4% or $69,159 at 6%; with 50% employer match about $69,159 at 4% or $46,106 at 6%; with 100% employer match about $51,870 at 4% or $34,580 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-16$1,057,874$66,393$4,150iApproximate average salary by contribution assumption: employee only about $103,739 at 4% or $69,159 at 6%; with 50% employer match about $69,159 at 4% or $46,106 at 6%; with 100% employer match about $51,870 at 4% or $34,580 at 6%.
2016116$1,168,136$63,813$3,988iApproximate average salary by contribution assumption: employee only about $99,708 at 4% or $66,472 at 6%; with 50% employer match about $66,472 at 4% or $44,315 at 6%; with 100% employer match about $49,854 at 4% or $33,236 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-16$1,168,136$63,813$3,988iApproximate average salary by contribution assumption: employee only about $99,708 at 4% or $66,472 at 6%; with 50% employer match about $66,472 at 4% or $44,315 at 6%; with 100% employer match about $49,854 at 4% or $33,236 at 6%.
2015116$1,091,679$69,526$4,345iApproximate average salary by contribution assumption: employee only about $108,634 at 4% or $72,423 at 6%; with 50% employer match about $72,423 at 4% or $48,282 at 6%; with 100% employer match about $54,317 at 4% or $36,211 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-16$1,091,679$69,526$4,345iApproximate average salary by contribution assumption: employee only about $108,634 at 4% or $72,423 at 6%; with 50% employer match about $72,423 at 4% or $48,282 at 6%; with 100% employer match about $54,317 at 4% or $36,211 at 6%.
2014117$1,033,572$75,502$4,441iApproximate average salary by contribution assumption: employee only about $111,032 at 4% or $74,022 at 6%; with 50% employer match about $74,022 at 4% or $49,348 at 6%; with 100% employer match about $55,516 at 4% or $37,011 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-17$1,033,572$75,502$4,441iApproximate average salary by contribution assumption: employee only about $111,032 at 4% or $74,022 at 6%; with 50% employer match about $74,022 at 4% or $49,348 at 6%; with 100% employer match about $55,516 at 4% or $37,011 at 6%.
2013117$1,224,613$86,562$5,092iApproximate average salary by contribution assumption: employee only about $127,297 at 4% or $84,865 at 6%; with 50% employer match about $84,865 at 4% or $56,576 at 6%; with 100% employer match about $63,649 at 4% or $42,432 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-17$1,224,613$86,562$5,092iApproximate average salary by contribution assumption: employee only about $127,297 at 4% or $84,865 at 6%; with 50% employer match about $84,865 at 4% or $56,576 at 6%; with 100% employer match about $63,649 at 4% or $42,432 at 6%.
2012116$1,093,232$73,552$4,597iApproximate average salary by contribution assumption: employee only about $114,925 at 4% or $76,617 at 6%; with 50% employer match about $76,617 at 4% or $51,078 at 6%; with 100% employer match about $57,463 at 4% or $38,308 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-16$1,093,232$73,552$4,597iApproximate average salary by contribution assumption: employee only about $114,925 at 4% or $76,617 at 6%; with 50% employer match about $76,617 at 4% or $51,078 at 6%; with 100% employer match about $57,463 at 4% or $38,308 at 6%.
2011118$1,057,420$71,225$3,957iApproximate average salary by contribution assumption: employee only about $98,924 at 4% or $65,949 at 6%; with 50% employer match about $65,949 at 4% or $43,966 at 6%; with 100% employer match about $49,462 at 4% or $32,975 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-18$1,057,420$71,225$3,957iApproximate average salary by contribution assumption: employee only about $98,924 at 4% or $65,949 at 6%; with 50% employer match about $65,949 at 4% or $43,966 at 6%; with 100% employer match about $49,462 at 4% or $32,975 at 6%.
2010119$990,836$67,994$3,579iApproximate average salary by contribution assumption: employee only about $89,466 at 4% or $59,644 at 6%; with 50% employer match about $59,644 at 4% or $39,763 at 6%; with 100% employer match about $44,733 at 4% or $29,822 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-19$990,836$67,994$3,579iApproximate average salary by contribution assumption: employee only about $89,466 at 4% or $59,644 at 6%; with 50% employer match about $59,644 at 4% or $39,763 at 6%; with 100% employer match about $44,733 at 4% or $29,822 at 6%.
2009118$888,399$64,662$3,592iApproximate average salary by contribution assumption: employee only about $89,808 at 4% or $59,872 at 6%; with 50% employer match about $59,872 at 4% or $39,915 at 6%; with 100% employer match about $44,904 at 4% or $29,936 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-18$888,399$64,662$3,592iApproximate average salary by contribution assumption: employee only about $89,808 at 4% or $59,872 at 6%; with 50% employer match about $59,872 at 4% or $39,915 at 6%; with 100% employer match about $44,904 at 4% or $29,936 at 6%.
2008119$796,531$92,303$4,858iApproximate average salary by contribution assumption: employee only about $121,451 at 4% or $80,968 at 6%; with 50% employer match about $80,968 at 4% or $53,978 at 6%; with 100% employer match about $60,726 at 4% or $40,484 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-19$796,531$92,303$4,858iApproximate average salary by contribution assumption: employee only about $121,451 at 4% or $80,968 at 6%; with 50% employer match about $80,968 at 4% or $53,978 at 6%; with 100% employer match about $60,726 at 4% or $40,484 at 6%.
2007116$0$0-
Union Bank & Trust Co. Money Purchase Pension Plan-16---
2006118$769,218$88,894$4,939iApproximate average salary by contribution assumption: employee only about $123,464 at 4% or $82,309 at 6%; with 50% employer match about $82,309 at 4% or $54,873 at 6%; with 100% employer match about $61,732 at 4% or $41,155 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-18$769,218$88,894$4,939iApproximate average salary by contribution assumption: employee only about $123,464 at 4% or $82,309 at 6%; with 50% employer match about $82,309 at 4% or $54,873 at 6%; with 100% employer match about $61,732 at 4% or $41,155 at 6%.
2005120$932,395$85,971$4,299iApproximate average salary by contribution assumption: employee only about $107,464 at 4% or $71,643 at 6%; with 50% employer match about $71,643 at 4% or $47,762 at 6%; with 100% employer match about $53,732 at 4% or $35,821 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-20$932,395$85,971$4,299iApproximate average salary by contribution assumption: employee only about $107,464 at 4% or $71,643 at 6%; with 50% employer match about $71,643 at 4% or $47,762 at 6%; with 100% employer match about $53,732 at 4% or $35,821 at 6%.
2004124$893,477$91,055$3,794iApproximate average salary by contribution assumption: employee only about $94,849 at 4% or $63,233 at 6%; with 50% employer match about $63,233 at 4% or $42,155 at 6%; with 100% employer match about $47,424 at 4% or $31,616 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-24$893,477$91,055$3,794iApproximate average salary by contribution assumption: employee only about $94,849 at 4% or $63,233 at 6%; with 50% employer match about $63,233 at 4% or $42,155 at 6%; with 100% employer match about $47,424 at 4% or $31,616 at 6%.
2003123$774,534$85,543$3,719iApproximate average salary by contribution assumption: employee only about $92,982 at 4% or $61,988 at 6%; with 50% employer match about $61,988 at 4% or $41,325 at 6%; with 100% employer match about $46,491 at 4% or $30,994 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-23$774,534$85,543$3,719iApproximate average salary by contribution assumption: employee only about $92,982 at 4% or $61,988 at 6%; with 50% employer match about $61,988 at 4% or $41,325 at 6%; with 100% employer match about $46,491 at 4% or $30,994 at 6%.
2002118$733,109$72,809$4,045iApproximate average salary by contribution assumption: employee only about $101,124 at 4% or $67,416 at 6%; with 50% employer match about $67,416 at 4% or $44,944 at 6%; with 100% employer match about $50,562 at 4% or $33,708 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-18$733,109$72,809$4,045iApproximate average salary by contribution assumption: employee only about $101,124 at 4% or $67,416 at 6%; with 50% employer match about $67,416 at 4% or $44,944 at 6%; with 100% employer match about $50,562 at 4% or $33,708 at 6%.
2001122$743,104$70,919$3,224iApproximate average salary by contribution assumption: employee only about $80,590 at 4% or $53,727 at 6%; with 50% employer match about $53,727 at 4% or $35,818 at 6%; with 100% employer match about $40,295 at 4% or $26,863 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-22$743,104$70,919$3,224iApproximate average salary by contribution assumption: employee only about $80,590 at 4% or $53,727 at 6%; with 50% employer match about $53,727 at 4% or $35,818 at 6%; with 100% employer match about $40,295 at 4% or $26,863 at 6%.
2000120$758,118$64,656$3,233iApproximate average salary by contribution assumption: employee only about $80,820 at 4% or $53,880 at 6%; with 50% employer match about $53,880 at 4% or $35,920 at 6%; with 100% employer match about $40,410 at 4% or $26,940 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-20$758,118$64,656$3,233iApproximate average salary by contribution assumption: employee only about $80,820 at 4% or $53,880 at 6%; with 50% employer match about $53,880 at 4% or $35,920 at 6%; with 100% employer match about $40,410 at 4% or $26,940 at 6%.
1999122$724,068$64,271$2,921iApproximate average salary by contribution assumption: employee only about $73,035 at 4% or $48,690 at 6%; with 50% employer match about $48,690 at 4% or $32,460 at 6%; with 100% employer match about $36,518 at 4% or $24,345 at 6%.
Union Bank & Trust Co. Money Purchase Pension Plan-22$724,068$64,271$2,921iApproximate average salary by contribution assumption: employee only about $73,035 at 4% or $48,690 at 6%; with 50% employer match about $48,690 at 4% or $32,460 at 6%; with 100% employer match about $36,518 at 4% or $24,345 at 6%.