How big is SBS Financial, Inc.'s plan?

SBS Financial, Inc.'s plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20250812140804NAL0008067201001

SBS Financial, Inc.

Name: SBS Financial, Inc. — SBS Financial, Inc. 401(k), Form 5500 (2024)
Creator: SBS Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBS Financial, Inc. 401(k) Plan

401(k) retirement plan · SBS Financial, Inc.'s SBS Financial, Inc. 401(k) Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

SBS Financial, Inc.'s EIN is 26-1865590.

EIN 26-1865590

Plan number 001

Plan year 2024

ACK ID 20250812140804NAL0008067201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SBS Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SBS Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score