How big is Bank Plus' plan?

Bank Plus' plan reported $3.8M in assets and 26 participants for 2024.

Original filing (PDF)20251015115020NAL0009063394001

Bank Plus

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

Form 5500-SF

FILING_RECEIVED

Bank Plus 401(k) Profit Sharing Plan

401(k) retirement plan · Bank Plus' Bank Plus 401(k) Profit Sharing Plan held $3.8M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Kevin Pernick signed Bank Plus' 2024 Form 5500 as plan administrator.

Kevin Pernick — 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

Bank Plus' EIN is 42-0643341.

EIN 42-0643341

Plan number 001

Plan year 2024

ACK ID 20251015115020NAL0009063394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bank Plus' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BANK PLUS

EIN

all filings

Address

1202 CENTRAL AVE. · ESTHERVILLE, IA · 51334

Phone

(712) 362-5000

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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