How big is The Exchange Bank's plan?

The Exchange Bank's plan reported $2.7M in assets and 28 participants for 2024.

Original filing (PDF)20250922141410NAL0005329249001

The Exchange Bank

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

Form 5500-SF

FILING_RECEIVED

The Exchange Bank 401(k) Retirement Plan

401(k) retirement plan · The Exchange Bank's The Exchange Bank 401(k) Retirement Plan held $2.7M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

LISA Gilmartin signed The Exchange Bank's 2024 Form 5500 as plan administrator.

LISA Gilmartin — 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

The Exchange Bank's EIN is 73-0233290.

EIN 73-0233290

Plan number 001

Plan year 2024

ACK ID 20250922141410NAL0005329249001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Exchange 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 THE EXCHANGE BANK.

Finding similar companies…

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