How big is Lake ELMO Bank's plan?

Lake ELMO Bank's plan reported $14.8M in assets and 83 participants for 2024.

Original filing (PDF)20250519140224NAL0000878640001

Lake ELMO Bank

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

Form 5500-SF

FILING_RECEIVED

Lake ELMO Bank 401(k) Plan

401(k) retirement plan · Lake ELMO Bank's Lake ELMO Bank 401(k) Plan held $14.8M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

People on this filing

Julie Roettger signed Lake ELMO Bank's 2024 Form 5500 as plan administrator.

Julie Roettger — 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

Lake ELMO Bank's EIN is 41-0557070.

EIN 41-0557070

Plan number 002

Plan year 2024

ACK ID 20250519140224NAL0000878640001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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