How big is Presence Bank's plan?

Presence Bank's plan reported $2.5M in assets and 35 participants for 2024.

Original filing (PDF)20251006072627NAL0008345314001

Presence Bank

Name: Presence Bank — Presence Bank 401(k) Plan, Form 5500 (2024)
Creator: Presence Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Presence Bank 401(k) Plan

401(k) retirement plan · Presence Bank's Presence Bank 401(k) Plan held $2.5M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

LISA Ammon signed Presence Bank's 2024 Form 5500 as plan administrator.

LISA Ammon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Presence Bank's EIN is 90-2095791.

EIN 90-2095791

Plan number 004

Plan year 2024

ACK ID 20251006072627NAL0008345314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Presence Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Presence Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score