Original filing (PDF)20240917144622NAL0003069585001

THE ELBERFELD STATE BANK

Name: THE ELBERFELD STATE BANK — THE ELBERFELD STATE BANK 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THE ELBERFELD STATE BANK

Form 5500-SF

FILING_RECEIVED

THE ELBERFELD STATE BANK 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 30.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ELBERFELD STATE BANK.

Plan sponsor

Name

THE ELBERFELD STATE BANK

EIN

35-0289270

Address

P.O. BOX 38 · ELBERFELD, IN · 476130038

Phone

(812) 983-2541

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-11-01

Tax period

2021-04-30

Filed

2024-09-17

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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