How big is Stock Exchange Bank's plan?

Stock Exchange Bank's plan reported $11.8M in assets and 34 participants for 2024.

Original filing (PDF)20250903082932NAL0031192130001

Stock Exchange Bank

Name: Stock Exchange Bank — Savings Incentive and Profit, Form 5500 (2024)
Creator: Stock Exchange Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Savings Incentive and Profit Sharing Plan for Employees of the Stock Exchange Bank

401(k) retirement plan · Stock Exchange Bank's Savings Incentive and Profit Sharing Plan for Employees of the Stock Exchange Bank held $11.8M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

People on this filing

Kendall Smith signed Stock Exchange Bank's 2024 Form 5500 as plan administrator.

Kendall Smith — 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

Stock Exchange Bank's EIN is 73-0470545.

EIN 73-0470545

Plan number 002

Plan year 2024

ACK ID 20250903082932NAL0031192130001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stock Exchange Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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