Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$21.5M
Filings through .
Community State Bank and Union Bancorporation
EIN 39-0634530Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$27.6M assets
Health & Benefits
0
Participants
212
1500 MAIN STREET - UNION GROVE, WI 53182262-878-3763
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.6M assets / 212 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
COMMUNITY STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$21.5M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
COMMUNITY STATE BANK 401(K) RETIREMENT PLAN
401(k)
Assets$6.1M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | COMMUNITY STATE BANK EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $21.5M | 111 | 2025 |
| #004 | COMMUNITY STATE BANK 401(K) RETIREMENT PLAN | 401(k) | $6.1M | 101 | 2025 |
- #003 · ESOP · 2025111
- #004 · 401(k) · 2025101
Retirement plans