How big is Surety Bank's plan?

Surety Bank's plan reported $1.4M in assets and 35 participants for 2024.

Original filing (PDF)20250514101635NAL0018709361001

Surety Bank

Name: Surety Bank — Surety Bank 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Surety Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Surety Bank 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Surety Bank's Surety Bank 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Brian Peters signed Surety Bank's 2024 Form 5500 as plan administrator.

Brian Peters — 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

Surety Bank's EIN is 59-0580845.

EIN 59-0580845

Plan number 001

Plan year 2024

ACK ID 20250514101635NAL0018709361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Surety 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 SURETY BANK.

Finding similar companies…

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. 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