How big is Exchange Bank's plan?

Exchange Bank's plan reported $5.4M in assets for 2024.

Original filing (PDF)20251015174851NAL0006964384001

Exchange Bank

Name: Exchange Bank — Exchange Bank Health and Welfare, Form 5500 (2024)
Creator: Exchange Bank
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Exchange Bank Health and Welfare Plan

Health & welfare plan · Exchange Bank's Exchange Bank Health and Welfare Plan reported $5.4M in plan assets in 2024.

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Exchange Bank's EIN is 94-0463800.

EIN 94-0463800

Plan number 507

Plan year 2024

ACK ID 20251015174851NAL0006964384001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Exchange Bank's plan includes health coverage.

Decision-maker contacts

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

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Knocking points off