How big is Prism Bank's plan?

Prism Bank's plan reported $2.3M in assets and 60 participants for 2024.

Original filing (PDF)20250724152816NAL0005034529001

Prism Bank

Name: Prism Bank — Prism Bank Profit Sharing Plan and, Form 5500 (2024)
Creator: Prism Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prism Bank Profit Sharing Plan and Trust

401(k) retirement plan · Prism Bank's Prism Bank Profit Sharing Plan and Trust held $2.3M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

David Hardy signed Prism Bank's 2024 Form 5500 as plan administrator.

David Hardy — 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

Prism Bank's EIN is 73-0384150.

EIN 73-0384150

Plan number 001

Plan year 2024

ACK ID 20250724152816NAL0005034529001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prism 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 PRISM BANK.

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Plan health score

Above-average plan

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

PRISM BANK

EIN

all filings

Address

2610 S. DIVISION ST. · GUTHRIE, OK · 73044

Phone

(405) 260-2265

Industry

Commercial Banking· Finance & Insurance

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

2025-07-24

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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