How big is BNA Bank's plan?

BNA Bank's plan reported $9.7M in assets and 90 participants for 2024.

Original filing (PDF)20251009072824NAL0003396435001

BNA Bank

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

Form 5500-SF

FILING_RECEIVED

BNA Bank 401(k) Plan

401(k) retirement plan · BNA Bank's BNA Bank 401(k) Plan held $9.7M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$9.7M

Net assets (EOY)

$9.7M

Plan identifiers

BNA Bank's EIN is 64-0117070.

EIN 64-0117070

Plan number 003

Plan year 2024

ACK ID 20251009072824NAL0003396435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BNA 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 BNA BANK.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BNA BANK

EIN

all filings

Address

133 EAST BANKHEAD · NEW ALBANY, MS · 38652

Phone

(662) 534-8171

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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