· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MERCER COUNTY STATE BANK — MERCER COUNTY STATE BANK RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250610125750NAL0014822305001
MERCER COUNTY STATE BANK
Form 5500-SF
FILING_RECEIVED
MERCER COUNTY STATE BANK RETIREMENT PLAN
401(k) retirement plan
Active participants
91
Accounts w/ balance
101
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MERCER COUNTY STATE BANK
.
Find decision makers
Plan sponsor
Name
MERCER COUNTY STATE BANK
EIN
25-0660450
Address
PO BOX 38 · SANDY LAKE, PA · 161450038
Phone
(724) 376-7015
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
BANK OF CHARLES TOWN
BANK OF CHARLES TOWN 401(K) RETIREMENT SAVINGS PLAN
$11.4M · 123 participants
PEOPLES NATIONAL BANK OF KEWANEE
PEOPLES NATIONAL BANK OF KEWANEE PROFIT SHARING PLAN
$11.4M · 83 participants
FIRST NATIONAL BANK & TRUST, ELK CITY
FIRST NATIONAL BANK OF ELK CITY EMPLOYEES' PROFIT SHARING PLAN
$11.4M · 39 participants
FIRST BANK OF CLEWISTON
FIRST BANK OF CLEWISTON ESOP &401(K) PROFIT SHARING PLAN
$11.3M · 102 participants
TRUPOINT BANK
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SBA DEFINED CONTRIBUTION PLAN FOR TRUPOINT BANK
$11.4M · 121 participants
GREEN BELT BANK & TRUST
GREEN BELT BANK & TRUST 401(K) PROFIT SHARING PLAN
$11.4M · 95 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
