Original filing (PDF)20250304152432NAL0003713123001

Sumner Bank and Trust

Name: Sumner Bank and Trust — Sumner Bank and Trust 401(k), Form 5500 (2024)
Creator: Sumner Bank and Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sumner Bank and Trust 401(k) Plan

401(k) retirement plan · Sumner Bank and Trust's Sumner Bank and Trust 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Sumner Bank and Trust's EIN is 20-1007064.

EIN 20-1007064

Plan number 001

Plan year 2024

ACK ID 20250304152432NAL0003713123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sumner Bank and Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sumner Bank and Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMNER BANK AND TRUST.

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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