Original filing (PDF)20250313124328NAL0032827088001

MONTROSE SAVINGS BANK

Name: MONTROSE SAVINGS BANK — MONTROSE SAVINGS BANK 401(K) PLAN, Form 5500 (2024)
Creator: MONTROSE SAVINGS BANK

Form 5500-SF

FILING_RECEIVED

MONTROSE SAVINGS BANK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

MONTROSE SAVINGS BANK

EIN

44-0360810

Address

401 MISSOURI AVENUE · P.O. BOX 47 · MONTROSE, MO · 647700047

Phone

(660) 693-4424

Industry

Commercial Banking· Finance & Insurancesee all

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

2025-03-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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 Commercial Banking plans

BANK OF BELLE GLADE

BANK OF BELLE GLADE 401(K) PLAN

$1.3M · 14 participants

ATLANTA NATIONAL BANK

ATLANTA NATIONAL BANK 401(K) PLAN

$1.3M · 13 participants

SUNRISE BANK DAKOTA

SUNRISE BANK DAKOTA 401(K) RETIREMENT PLAN

$1.2M · 7 participants

NEW HAMPSHIRE BANKERS ASSOCIATION

NEW HAMPSHIRE BANKERS ASSOCIATION 401(K) PROFIT SHARING PLAN

$1.2M · 5 participants

MINERS NATIONAL BANK OF EVELETH

MINERS NATIONAL BANK OF EVELETH 401(K) PROFIT SHARING PLAN