How big is Bristol Morgan Bank's plan?

Bristol Morgan Bank's plan reported $2.0M in assets and 28 participants for 2024.

Original filing (PDF)20250715103524NAL0001238611001

Bristol Morgan Bank

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

Form 5500-SF

FILING_RECEIVED

Bristol Morgan Bank 401(k) Savings Plan

401(k) retirement plan · Bristol Morgan Bank's Bristol Morgan Bank 401(k) Savings Plan held $2.0M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Eric Sorenson signed Bristol Morgan Bank's 2024 Form 5500 as plan administrator.

Eric Sorenson — 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

Bristol Morgan Bank's EIN is 39-0147990.

EIN 39-0147990

Plan number 002

Plan year 2024

ACK ID 20250715103524NAL0001238611001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRISTOL MORGAN 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