Original filing (PDF)20250926142954NAL0008655537001

FIRST NATIONAL BANK OF PULASKI

Name: FIRST NATIONAL BANK OF PULASKI — FIRST NATIONAL BANK OF PULASKI PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FIRST NATIONAL BANK OF PULASKI

Form 5500

FILING_RECEIVED

FIRST NATIONAL BANK OF PULASKI PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 2

35% in single holdingHigh average account balance

Active participants

146

Accounts w/ balance

242

Plan assets (EOY)

$39.5M

Net assets (EOY)

$39.5M

How this plan invests

This plan

68 pooled trusts

Schedule D

2 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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

FIRST NATIONAL BANK OF PULASKI

EIN

62-0339305

Address

P.O. BOX 289 · PULASKI, TN · 38478

Phone

(931) 424-2112

Industry

Commercial Banking· 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

2025-09-26

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2T · Default investment account (QDIA)

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

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BLANKENSHIP CPA GROUP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FSA, INC.	59-2937883	ST. PETERSBURG, FL	NONE	$63K	—
ACUFF & ASSOCIATES, INC.	62-1477251	BRENTWOOD, TN	NONE	$27K	—

Investments

2 direct securities · 68 pooled funds· $38.0M(96% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$35.8M

68 holdings

Common Stock

$2.1M

1 holding

Other securities

$24K

1 holding

					% of plan
JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$13.3M	33.7%
JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$7.8M	19.8%
JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$2.7M	6.9%
Company Stock * First Pulaski National Corp Company stock, $1 par, 21,325 shares $ 228,964	Common Stock	—	$229K	$2.1M	5.3%
JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.9M	4.8%
BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$1.1M	2.8%
JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$689K	1.7%
500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$619K	1.6%
VANGUARD EQUITY-INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$508K	1.3%
JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$497K	1.3%
T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$403K	1.0%
SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$389K	1.0%
JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$358K	0.9%
MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$335K	0.8%
CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$334K	0.8%
T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$296K	0.7%
JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$278K	0.7%
MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$257K	0.7%
FUNDAMENTAL ALL CAP CORE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$242K	0.6%
JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$230K	0.6%
JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$229K	0.6%
JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$228K	0.6%
VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$223K	0.6%
JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$203K	0.5%
WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$202K	0.5%
JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$183K	0.5%
AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$164K	0.4%
JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$160K	0.4%
FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$157K	0.4%
AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$129K	0.3%
FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$125K	0.3%
T. ROWE PRICE EQUITY INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$118K	0.3%
FRANKLIN MUTUAL BEACON FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$116K	0.3%
PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$116K	0.3%
JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$106K	0.3%
MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$95K	0.2%
ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$93K	0.2%
JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$84K	0.2%
JPMORGAN EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$80K	0.2%
SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$71K	0.2%
REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$70K	0.2%
INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$66K	0.2%
NEW OPPORTUNITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$65K	0.2%
JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$64K	0.2%
AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$59K	0.1%
JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$57K	0.1%
BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$43K	0.1%
JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$34K	<0.1%
TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$34K	<0.1%
VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000	Pooled Separate Account	—	—	$29K	<0.1%