Original filing (PDF)20250905104135NAL0017121409001

MORGANTON SAVINGS BANK

Name: MORGANTON SAVINGS BANK — MORGANTON SAVINGS BANK PENSION PLAN, Form 5500 (2024)
Creator: MORGANTON SAVINGS BANK

Form 5500-SF

FILING_RECEIVED

MORGANTON SAVINGS BANK PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 MORGANTON SAVINGS BANK.

Plan sponsor

Name

MORGANTON SAVINGS BANK

EIN

56-0327830

Address

P. O. BOX 1509 · MORGANTON, NC · 28680

Phone

(828) 437-1426

Industry

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

2025-09-05

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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