How big is Shelby State Bank's plan?

Shelby State Bank's plan reported $535K in assets and 1 participants for 2023.

Original filing (PDF)20240415115944NAL0001075299001

Shelby State Bank

Name: Shelby State Bank — Shelby State Bank Pension Plan, Form 5500 (2023)
Creator: Shelby State Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelby State Bank Pension Plan

Defined-benefit pension plan · Shelby State Bank's Shelby State Bank Pension Plan held $535K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

People on this filing

Mishelle Comstock signed Shelby State Bank's 2023 Form 5500 as plan administrator.

Mishelle Comstock — 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

Shelby State Bank's EIN is 38-1066460.

EIN 38-1066460

Plan number 001

Plan year 2023

ACK ID 20240415115944NAL0001075299001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Shelby State Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Shelby State Bank's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELBY 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off