Original filing (PDF)20251218105831NAL0005338241001

BANTA PROPERTIES, INC.

Name: BANTA PROPERTIES, INC. — BANTA PROPERTIES, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BANTA PROPERTIES, INC.

Form 5500-SF

FILING_RECEIVED

BANTA PROPERTIES, INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANTA PROPERTIES, INC..

Plan sponsor

Name

BANTA PROPERTIES, INC.

EIN

14-1511378

Address

15 COLLEGEVIEW AVENUE · POUGHKEEPSIE, NY · 12603

Phone

(845) 452-2226

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-25

Filed

2025-12-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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