· 2022–2024 · DOL EFAST2

WELLINGTON STATE BANK — WSB BANCHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250715124129NAL0002137761001

WELLINGTON STATE BANK

Form 5500-SF

FILING_RECEIVED

WSB BANCHARES, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN

401(k) retirement plan

Active participants

109

Accounts w/ balance

83

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

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

92

Total plan cost

n/a

Plan health

13

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLINGTON STATE BANK.

Plan sponsor

Name

WELLINGTON STATE BANK

EIN

75-0644150

Address

1000 8TH STREET · WELLINGTON, TX · 790951032

Phone

(806) 447-2551

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Name

PENTEGRA SERVICES INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(866) 633-4015

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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