How big is Currency Bank's plan?

Currency Bank's plan reported $1.2M in assets and 31 participants for 2024.

Original filing (PDF)20250612135350NAL0027456304001

Currency Bank

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

Form 5500-SF

FILING_RECEIVED

Currency Bank 401(k) Plan

401(k) retirement plan · Currency Bank's Currency Bank 401(k) Plan held $1.2M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Currency Bank's EIN is 72-1442022.

EIN 72-1442022

Plan number 002

Plan year 2024

ACK ID 20250612135350NAL0027456304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Currency Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CURRENCY 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

CURRENCY BANK

EIN

all filings

Address

7054 JEFFERSON HWY · SUITE 100 · BATON ROUGE, LA · 70806

Phone

(225) 465-7400

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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