Original filing (PDF)20230920091948NAL0001514849001

EQUITABLE SAVINGS AND LOAN COMPANY

Name: EQUITABLE SAVINGS AND LOAN COMPANY — EQUITABLE SAVINGS AND LOAN COMPANY PROFIT SHARING PLAN, Form 5500 (2022)
Creator: EQUITABLE SAVINGS AND LOAN COMPANY

Form 5500-SF

FILING_RECEIVED

EQUITABLE SAVINGS AND LOAN COMPANY PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 EQUITABLE SAVINGS AND LOAN COMPANY.

Plan sponsor

Name

EQUITABLE SAVINGS AND LOAN COMPANY

EIN

34-0573492

Address

114 SOUTH MAIN STREET · CADIZ, OH · 43907

Phone

(740) 942-2092

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-05-31

Filed

2023-09-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CENTERBANK

CENTERBANK EMPLOYEE RETIREMENT PLAN

SALISBURY BANK & TRUST CO.

SALISBURY BANK & TRUST CO. 401(K) PROFIT SHARING PLAN

INVESTORS BANK

INVESTORS BANK AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN

DOLLAR BANK, FEDERAL SAVINGS BANK

DOLLAR BANK RETIREMENT PLAN

PCSB BANK

PCSB BANK 401(K) SAVINGS PLAN