How big is Elevate Bank, National Association's plan?

Elevate Bank, National Association's plan reported $2.0M in assets and 19 participants for 2024.

Original filing (PDF)20250708090528NAL0006687312001

Elevate Bank, National Association

Name: Elevate Bank, National Association — Elevate Bank, Form 5500 (2024)
Creator: Elevate Bank, National Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Bank, National Association 401(k) Profit Sharing Plan

401(k) retirement plan · Elevate Bank, National Association's Elevate Bank, National Association 401(k) Profit Sharing Plan held $2.0M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

PAM Koerner signed Elevate Bank, National Association's 2024 Form 5500 as plan administrator.

PAM Koerner — 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

Elevate Bank, National Association's EIN is 48-0410055.

EIN 48-0410055

Plan number 002

Plan year 2024

ACK ID 20250708090528NAL0006687312001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Bank, National Association'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 ELEVATE BANK, NATIONAL ASSOCIATION.

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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