Original filing (PDF)20250918080444NAL0000554835001

STATE BANK OF REESEVILLE

Name: STATE BANK OF REESEVILLE — STATE BANK OF REESEVILLE MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: STATE BANK OF REESEVILLE

Form 5500-SF

FILING_RECEIVED

STATE BANK OF REESEVILLE MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

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

Plan sponsor

Name

STATE BANK OF REESEVILLE

EIN

39-0634450

Address

203 SOUTH MAIN STREET · REESEVILLE, WI · 53579

Phone

(920) 927-3841

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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