How big is Firstoak Bank's plan?

Firstoak Bank's plan reported $2.7M in assets and 30 participants for 2024.

Original filing (PDF)20250516145436NAL0047002626001

Firstoak Bank

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

Form 5500-SF

FILING_RECEIVED

Firstoak Bank Profit Sharing 401(k) Plan

401(k) retirement plan · Firstoak Bank's Firstoak Bank Profit Sharing 401(k) Plan held $2.7M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Firstoak Bank's EIN is 48-0207525.

EIN 48-0207525

Plan number 001

Plan year 2024

ACK ID 20250516145436NAL0047002626001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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