How big is Marion State Bank's plan?

Marion State Bank's plan reported $4.8M in assets and 55 participants for 2024.

Original filing (PDF)20250531074100NAL0023806802001

Marion State Bank

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

Form 5500-SF

FILING_RECEIVED

Marion State Bank 401(k) and Profit Sharing Plan

401(k) retirement plan · Marion State Bank's Marion State Bank 401(k) and Profit Sharing Plan held $4.8M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Kasey Price signed Marion State Bank's 2024 Form 5500 as plan administrator.

Kasey Price — 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

Marion State Bank's EIN is 72-0252110.

EIN 72-0252110

Plan number 002

Plan year 2024

ACK ID 20250531074100NAL0023806802001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marion State 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 MARION STATE 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