Original filing (PDF)20251014170219NAL0006959474001

QUAINT OAK BANCORP, INC. AND QUAINT OAK BANK

Name: QUAINT OAK BANCORP, INC. AND QUAINT OAK BANK — QUAINT OAK BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: QUAINT OAK BANCORP, INC. AND QUAINT OAK BANK

Form 5500

FILING_RECEIVED

QUAINT OAK BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

119

Accounts w/ balance

127

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUAINT OAK BANCORP, INC. AND QUAINT OAK BANK.

Plan sponsor

Name

QUAINT OAK BANCORP, INC. AND QUAINT OAK BANK

EIN

35-2293957

Address

501 KNOWLES AVE · SOUTHAMPTON, PA · 18966

Phone

(215) 364-4059

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

2025-10-14

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

S.R. SNODGRASS, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $2.5M(98% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Quaint Oak Bancorp 210,547 Common shares	—	—	$1.5M	$2.5M	98.2%

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