Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
First Union Financial Corporation
EIN 71-0182120Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$11.9M assets
Health & Benefits
0
Participants
161
P.O. BOX 270 - MONTICELLO, AR 716570270870-460-6400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.9M assets / 161 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#001
UNION BANK & TRUST CO. 401(K) PROFIT SHARING PLAN
401(k)
Assets$9.4M
Participants94
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FIRST UNION FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.5M
Participants67
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 |
|---|---|---|---|---|---|
| #001 | UNION BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | 401(k) | $9.4M | 94 | 2025 |
| #002 | FIRST UNION FINANCIAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.5M | 67 | 2025 |
- #001 · 401(k) · 202594
- #002 · ESOP · 202567
Retirement plans