Original filing (PDF)20250625123957NAL0018897074002

ROUND TOP STATE BANK

Name: ROUND TOP STATE BANK — ROUND TOP STATE BANK 401(K) PLAN, Form 5500 (2024)
Creator: ROUND TOP STATE BANK

Form 5500-SF

FILING_RECEIVED

ROUND TOP STATE BANK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROUND TOP STATE BANK.

Plan sponsor

Name

ROUND TOP STATE BANK

EIN

74-0872130

Address

301 N. WASHINGTON, P.O. BOX 36 · ROUND TOP, TX · 78954

Phone

(979) 249-3151

Industry

Commercial Banking· Finance & Insurancesee all

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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

THE CECILIAN BANK

THE CECILIAN BANK 401(K) & PROFIT SHARING PLAN

$21.8M · 227 participants

WEST GATE BANK

WEST GATE BANK PROFIT SHARING 401(K) PLAN

$21.9M · 215 participants

WESTPAC BANKING CORPORATION

WESTPAC BANKING CORPORATION 401(K) RETIREMENT PLAN

$21.9M · 44 participants

F&M FINANCIAL CORPORATION

F&M FINANCIAL CORPORATION 401(K) PLAN

$21.8M · 139 participants

CITIZENS BANCORP INVESTMENT, INC.

CITIZENS BANK RESTATED PROFIT SHARING PLAN