Original filing (PDF)20231221102519NAL0001578499001

TEMPLETON SAVINGS BANK

Name: TEMPLETON SAVINGS BANK — TEMPLETON SAVINGS BANK DEFINED BENEFIT PENSION PLAN, Form 5500 (2022)
Creator: TEMPLETON SAVINGS BANK

Form 5500-SF

FILING_RECEIVED

TEMPLETON SAVINGS BANK DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEMPLETON SAVINGS BANK.

Plan sponsor

Name

TEMPLETON SAVINGS BANK

EIN

42-0559783

Address

P.O. BOX 98 · TEMPLETON, IA · 51463

Phone

(712) 669-3322

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-10-01

Tax period

2023-08-30

Filed

2023-12-21

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

1H · PBGC-terminated and closed out

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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