Original filing (PDF)20251013092546NAL0000440435001

THE ST. HENRY BANK

Name: THE ST. HENRY BANK — THE ST. HENRY BANK PROFIT SHARING AND 401K SAVINGS RETIREMENT PLAN, Form 5500 (2024)
Creator: THE ST. HENRY BANK

Form 5500-SF

FILING_RECEIVED

THE ST. HENRY BANK PROFIT SHARING AND 401K SAVINGS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 THE ST. HENRY BANK.

Plan sponsor

Name

THE ST. HENRY BANK

EIN

34-4345430

Address

PO BOX 330 · 231 E. MAIN STREET · ST HENRY, OH · 458830330

Phone

(419) 678-2358

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

CNB BANK

CNB BANK 401(K) PROFIT SHARING PLAN

$5.0M · 96 participants

KEYSTONE BANK

KEYSTONE BANK 401(K) PLAN

$5.0M · 84 participants

PAULS VALLEY BANCORP, INC.

PAULS VALLEY BANCORP, INC. 401(K) PROFIT SHARING PLAN

$5.0M · 58 participants

FIRST ENTERPRISE BANK, INC.

FIRST ENTERPRISE BANK 401(K) PLAN

$5.0M · 60 participants

CITIZENS BANK AND TRUST COMPANY

CITIZENS BANK AND TRUST COMPANY PENSION PLAN AND TRUST

$5.0M · 34 participants