Original filing (PDF)20251013165220NAL0000850515001

MISSION BANK

Name: MISSION BANK — MISSION BANK 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MISSION BANK

Form 5500-SF

FILING_RECEIVED

MISSION BANK 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

140

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MISSION BANK.

Plan sponsor

Name

MISSION BANK

EIN

77-0483168

Address

11200 RIVER RUN BLVD., SUITE 100 · BAKERSFIELD, CA · 93311

Phone

(661) 859-2511

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

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