Original filing (PDF)20251015215807NAL0005927409001

MONROE FEDERAL SAVINGS & LOAN ASSOCIATION

Name: MONROE FEDERAL SAVINGS & LOAN ASSOCIATION — MONROE FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MONROE FEDERAL SAVINGS & LOAN ASSOCIATION

Form 5500-SF

FILING_RECEIVED

MONROE FEDERAL SAVINGS & LOAN ASSOCIATION EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONROE FEDERAL SAVINGS & LOAN ASSOCIATION.

Plan sponsor

Name

MONROE FEDERAL SAVINGS & LOAN ASSOCIATION

EIN

31-0381740

Address

24 EAST MAIN STREET · TIPP CITY, OH · 45371

Phone

(937) 667-8461

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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