Original filing (PDF)20250509111008NAL0029746034001

BELMONT SAVINGS BANK SAFE HARBOR

Name: BELMONT SAVINGS BANK SAFE HARBOR — BELMONT SAVINGS BANK SAFE HARBOR 401K PLAN, Form 5500 (2024)
Creator: BELMONT SAVINGS BANK SAFE HARBOR

Form 5500-SF

FILING_RECEIVED

BELMONT SAVINGS BANK SAFE HARBOR 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 BELMONT SAVINGS BANK SAFE HARBOR.

Plan sponsor

Name

BELMONT SAVINGS BANK SAFE HARBOR

EIN

34-0092790

Address

3301 GUERNSEY STREET · PO BOX 654 · BELLAIRE, OH · 43906

Phone

(740) 676-1165

Industry

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

2025-05-09

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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