Original filing (PDF)20250908133343NAL0012324755001

SCHERTZ BANK & TRUST

Name: SCHERTZ BANK & TRUST — SCHERTZ BANK & TRUST 401(K) PLAN, Form 5500 (2024)
Creator: SCHERTZ BANK & TRUST

Form 5500-SF

FILING_RECEIVED

SCHERTZ BANK & TRUST 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 SCHERTZ BANK & TRUST.

Plan sponsor

Name

SCHERTZ BANK & TRUST

EIN

74-0885350

Address

519 MAIN STREET · SCHERTZ, TX · 78154

Phone

(210) 945-7400

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

2025-09-08

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

Related plans

Similar-size Commercial Banking plans

STATE SAVINGS BANK OF MANISTIQUE

STATE SAVINGS BANK 401(K) PLAN

$2.8M · 20 participants

BANK OF DELIGHT

BANK OF DELIGHT 401(K) PROFIT SHARING PLAN

$2.8M · 27 participants

COMMERCE ONE BANK

COMMERCE ONE BANK 401(K) PLAN

$2.8M · 38 participants

NORTHWEST COMMUNITY BANK

LITCHFIELD BANCORP RETIREMENT PLAN

$2.8M · 8 participants

FIRST VISION BANK OF TENNESSEE

FIRST VISION BANK 401K PLAN

$2.8M · 57 participants