Original filing (PDF)20250620094115NAL0002264659001

THE SHERWOOD STATE BANK

Name: THE SHERWOOD STATE BANK — THE SHERWOOD STATE BANK 401(K) PLAN, Form 5500 (2024)
Creator: THE SHERWOOD STATE BANK

Form 5500-SF

FILING_RECEIVED

THE SHERWOOD STATE BANK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

Above-average plan

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 THE SHERWOOD STATE BANK.

Plan sponsor

Name

THE SHERWOOD STATE BANK

EIN

34-4403277

Address

105 HARRISON · SHERWOOD, OH · 43556

Phone

(419) 899-2111

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

2025-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

THE FIRST STATE BANK OF RED WING

THE FIRST STATE BANK OF RED WING 401(K) PROFIT SHARING PLAN AND TRUST

$1.6M · 11 participants

BANK OF BIRD-IN-HAND

BANK OF BIRD-IN-HAND NON-EXEMPT 401(K) PLAN

$1.6M · 75 participants

HIRNIS WAYSIDE GARDENS INC

HIRNIS WAYSIDE GARDENS INC 401(K) PROFIT SHARING PLAN & TRU

$1.6M · 9 participants

BANK OF WHITTIER

BANK OF WHITTIER 401(K) PLAN

$1.6M · 22 participants

PEOPLES BANK AND TRUST COMPANY

PEOPLES BANK AND TRUST COMPANY FLEXPLUS RETIREMENT SAVINGS PLAN