How big is First Palmetto Bank's plan?

First Palmetto Bank's plan reported $14.6M in assets and 161 participants for 2024.

Original filing (PDF)20250707094539NAL0005629072001

First Palmetto Bank

Name: First Palmetto Bank — First Palmetto Bank Retirement, Form 5500 (2024)
Creator: First Palmetto Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

First Palmetto Bank Retirement Plan

Defined-contribution retirement plan · First Palmetto Bank's First Palmetto Bank Retirement Plan held $14.6M in plan assets for 161 participants in 2024, with John Hancock as recordkeeper.

Signals · 1

14% employer stock

Active participants

161

Accounts w/ balance

298

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

Plan identifiers

First Palmetto Bank's EIN is 57-0921408.

EIN 57-0921408

Plan number 002

Plan year 2024

ACK ID 20250707094539NAL0005629072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

First Palmetto Bank's plan includes profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

43 pooled trusts

Schedule D

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

FIRST PALMETTO BANK

EIN

all filings

Address

P.O. BOX 430 · CAMDEN, SC · 290200430

Phone

(803) 432-1416

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

SCOTT AND COMPANY, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$3K	—

Investments

4 direct securities · 43 pooled funds· $14.1M(97% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Bonds / Notes

$7.4M

3 holdings

Pooled Separate Account

$4.7M

43 holdings

Common Stocks

$2.0M

1 holding

					% of plan
First Palmetto Bank Matures 3/27/2025 with interest at 4.88%	Bonds / Notes	—	$2.8M	$2.8M	19.1%
First Palmetto Bank Matures 8/1/2025 with interest at 4.88%	Bonds / Notes	—	$2.6M	$2.6M	17.6%
Certificates of Deposit * First Palmetto Bank Matures 11/1/2025 with interest at 4.07%	Bonds / Notes	—	$2.0M	$2.0M	14.0%
* FPFC 21.6 shares, $6.25 par value per share	Common Stocks	—	$941K	$2.0M	13.6%
BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$732K	5.0%
BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$683K	4.7%
BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$420K	2.9%
BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$380K	2.6%
JH MULTI-INDEX LS GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$372K	2.5%
WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$268K	1.8%
BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$180K	1.2%
BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$179K	1.2%
BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$179K	1.2%
500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$162K	1.1%
VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$131K	0.9%
BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$128K	0.9%
BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$125K	0.9%
T. ROWE PRICE SCI & TECH JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$111K	0.8%
BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$105K	0.7%
JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$103K	0.7%
MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$57K	0.4%
JH MULTI-INDEX LS BALANCED JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$45K	0.3%
AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$43K	0.3%
JH MULTI-INDEX LS AGGRESSIVE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$40K	0.3%
CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$31K	0.2%
VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$27K	0.2%
JH MULTI-INDEX LS MODERATE JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$25K	0.2%
INCOME FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$21K	0.1%
MFS UTILITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$20K	0.1%
FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$20K	0.1%
JH MULTI-INDEX LS CONSERV JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$18K	0.1%
US GOVERNMENT SECURITI JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$18K	0.1%
VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$15K	0.1%
THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$12K	<0.1%
FINANCIAL INDUSTRIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$12K	<0.1%
SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$11K	<0.1%
BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$10K	<0.1%
FIDELITY ADV DIVERSIFIED STOCK JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$9K	<0.1%
EUROPACIFIC GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$6K	<0.1%
JPMORGAN CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$5K	<0.1%
CAPITAL INCOME BUILDER JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$4K	<0.1%
ISHARES GOLD TRUST ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$4K	<0.1%
VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$4K	<0.1%
DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$3K	<0.1%
TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$3K	<0.1%
T. ROWE PRICE EQUITY INC JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$1K	<0.1%
FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A) · EIN 01-0233346 / PN 002	Pooled Separate Account	—	—	$844	<0.1%