How big is Exchange State Bank's plan?

Exchange State Bank's plan reported $993K in assets and 12 participants for 2024.

Original filing (PDF)20250625063955NAL0007573825001

Exchange State Bank

Name: Exchange State Bank — Exchange State Bank 401(k), Form 5500 (2024)
Creator: Exchange State Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Exchange State Bank 401(k) Retirement Plan

401(k) retirement plan · Exchange State Bank's Exchange State Bank 401(k) Retirement Plan held $993K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

People on this filing

Laurie Allen signed Exchange State Bank's 2024 Form 5500 as plan administrator.

Laurie Allen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Exchange State Bank's EIN is 36-1053960.

EIN 36-1053960

Plan number 001

Plan year 2024

ACK ID 20250625063955NAL0007573825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Exchange State Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Exchange State Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXCHANGE STATE BANK.

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Plan health score

Top-tier plan health

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