Original filing (PDF)20250327140126NAL0009391219001

ALLIANCE BANK & TRUST

Name: ALLIANCE BANK & TRUST — ALLIANCE BANK AND TRUST 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ALLIANCE BANK & TRUST

Form 5500-SF

FILING_RECEIVED

ALLIANCE BANK AND TRUST 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 ALLIANCE BANK & TRUST.

Plan sponsor

Name

ALLIANCE BANK & TRUST

EIN

84-1653729

Address

292 WEST MAIN AVE · GASTONIA, NC · 28052

Phone

(704) 867-5828

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-28

Filed

2025-03-27

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

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