How big is The Halstead Bank's plan?

The Halstead Bank's plan reported $4.0M in assets and 35 participants for 2024.

Original filing (PDF)20250717210125NAL0000467491001

The Halstead Bank

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

Form 5500-SF

FILING_RECEIVED

The Halstead Bank Profit Sharing 401(k) Plan

401(k) retirement plan · The Halstead Bank's The Halstead Bank Profit Sharing 401(k) Plan held $4.0M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Karen Pjesky signed The Halstead Bank's 2024 Form 5500 as plan administrator.

Karen Pjesky — 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

The Halstead Bank's EIN is 48-0249420.

EIN 48-0249420

Plan number 002

Plan year 2024

ACK ID 20250717210125NAL0000467491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Halstead 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 THE HALSTEAD 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

Knocking points off