· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LAKE ELMO BANK — LAKE ELMO BANK 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250519140224NAL0000878640001
LAKE ELMO BANK
Form 5500-SF
FILING_RECEIVED
LAKE ELMO BANK 401(K) PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
96
Plan assets (EOY)
$14.8M
Net assets (EOY)
$14.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAKE ELMO BANK
.
Find decision makers
Plan sponsor
Name
LAKE ELMO BANK
EIN
41-0557070
Address
11465 39TH ST N · LAKE ELMO, MN · 550427525
Phone
(651) 777-8365
Industry
Commercial Banking
· Finance & Insurance
see 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
2025-05-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
MIDWEST BANK GROUP, INC.
MIDWEST BANK GROUP, INC. 401(K) AND PROFIT SHARING PLAN
$14.8M · 81 participants
MIDWEST BANK GROUP, INC.
MIDWEST BANK GROUP, INC. 401(K) AND PROFIT SHARING PLAN
$14.8M · 81 participants
PEOPLES BANK OF KENTUCKY, INC.
PEOPLES BANK OF KENTUCKY, INC. PROFIT SHARING PLAN
$14.8M · 89 participants
IXONIA BANK
IXONIA BANK 401(K) SAVINGS PLAN
$14.8M · 587 participants
TRUST COMPANY OF VERMONT
REVELARE PECUNIA 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$14.8M · 44 participants
DECORAH BANK & TRUST COMPANY
SECURITY AGENCY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$14.8M · 107 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
