· 2022–2024 · DOL EFAST2

Bancorp Holdings, Inc. — Bancorp Holdings, Inc., Form 5500 (2025)

Original filing (PDF)20260611150914NAL0006616080001

Bancorp Holdings, Inc.

Form 5500-SF

FILING_RECEIVED

Bancorp Holdings, Inc. 401(k) Plan

401(k) retirement plan · Bancorp Holdings, Inc.'s Bancorp Holdings, Inc. 401(k) Plan held $1.2M in plan assets for 48 participants in 2025.

Active participants

48

Accounts w/ balance

49

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

36

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

BANCORP HOLDINGS, INC.

EIN

43-1689373all filings

Address

6 CITYPLACE DR. · SUITE 400 · ST. LOUIS, MO · 63141

Phone

(314) 729-2283

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

Brown 401(k) Trust

$1.2M · 2 participants

Austin Insurance Agency Inc.

Austin Insurance Agency Inc. 401(k) Profit Sharing Plan & Trust

$1.2M · 4 participants

Walker & Solomon Agency, Inc.

Walker & Solomon Agency, Inc. 401(k) Profit Sharing Plan

$1.2M · 12 participants

Thomas FAHY Insurance Agency, Inc.

Thomas FAHY Insurance Agency, Inc. 401(k) Plan

$1.2M · 9 participants

Cedric L. Young Insurance Agency, Inc.

Cedric L. Young Insurance Agency, Inc. 401(k) Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.