MONTICELLO BANKSHARES, INC. 401(k) Plan
What public Form 5500 filings show about the MONTICELLO BANKSHARES, INC. 401(k) plan — and how to find and check your own account.
The MONTICELLO BANKSHARES, INC. 401(k) on its latest Form 5500
MONTICELLO BANKSHARES, INC. (EIN 61-1011305) reports MONTICELLO BANKSHARES, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $15.7M in plan assets across 192 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MONTICELLO BANKSHARES, INC. filing — schedules, fees, and providers.
Who runs the MONTICELLO BANKSHARES, INC. 401(k)?
MONTICELLO BANKSHARES, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask MONTICELLO BANKSHARES, INC.HR for the recordkeeper’s name and login.
How to check your MONTICELLO BANKSHARES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MONTICELLO BANKSHARES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).