Original filing (PDF)20250716131056NAL0004930480001

BALTIC STATE BANK

Name: BALTIC STATE BANK — BALTIC STATE BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: BALTIC STATE BANK

Form 5500

FILING_RECEIVED

BALTIC STATE BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BALTIC STATE BANK

EIN

34-0083100

Address

101 EAST MAIN STREET · BALTIC, OH · 43804

Phone

(330) 897-6401

Industry

Commercial Banking· Finance & Insurancesee 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

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.4M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402	Pooled Separate Account	$1.4M	100.0%

1–1 of 1

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