Original filing (PDF)20250616134429NAL0000998625001

EDISON NATIONAL BANK

Name: EDISON NATIONAL BANK — EDISON NATIONAL BANK 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: EDISON NATIONAL BANK

Form 5500-SF

FILING_RECEIVED

EDISON NATIONAL BANK 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDISON NATIONAL BANK.

Plan sponsor

Name

EDISON NATIONAL BANK

EIN

65-0765849

Address

13000 S. CLEVELAND AVENUE · FORT MYERS, FL · 339073846

Phone

(239) 466-1800

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

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

CHICKASAW COMMUNITY BANK

CHICKASAW COMMUNITY BANK 401(K) PLAN

$6.7M · 44 participants

FARMERS & MERCHANTS BANK

FARMERS & MERCHANTS BANK 401(K) PLAN

$6.7M · 73 participants

WAYPOINT BANK

MIDWEST BANCO THRIFT SAVINGS PLAN

$6.7M · 53 participants

SHELBY COUNTY BANCORP, INC.

SHELBY COUNTY BANCORP RETIREMENT PLAN

$6.7M · 52 participants

TEXANA BANK

TEXANA BANK 401(K) PLAN

$6.7M · 235 participants