Original filing (PDF)20230906125603NAL0017207120001

PERSONS BANKING COMPANY

Name: PERSONS BANKING COMPANY — PERSONS BANKING COMPANY FORMER EMPLOYEE 401(K) PLAN, Form 5500 (2022)
Creator: PERSONS BANKING COMPANY

Form 5500-SF

FILING_RECEIVED

PERSONS BANKING COMPANY FORMER EMPLOYEE 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PERSONS BANKING COMPANY

EIN

58-0239220

Address

P.O. BOX 80968 · CONYERS, GA · 30013

Phone

(770) 785-4852

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-05-17

Filed

2023-09-06

Pension benefit codes

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

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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