Phelps County Bancshares, Inc. 401(k) Plan
What public Form 5500 filings show about the Phelps County Bancshares, Inc. 401(k) plan — and how to find and check your own account.
The Phelps County Bancshares, Inc. 401(k) on its latest Form 5500
Phelps County Bancshares, Inc. (EIN 43-1146028) reports PHELPS COUNTY BANK EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $54.1M in plan assets across 115 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 Phelps County Bancshares, Inc. filing — schedules, fees, and providers.
Who runs the Phelps County Bancshares, Inc. 401(k)?
Phelps County Bancshares, 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 Phelps County Bancshares, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIS MAZARS LLP, TI-TRUST.
How to check your Phelps County Bancshares, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Phelps County Bancshares, 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).