# Banner Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/banner-financial-services-inc-plan

> Banner Financial Services, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Banner Financial Services, INC.

- **Sponsor EIN:** 731627997

- **Sponsor Address:** 543 COUNTRY CLUB DRIVE #B335, SIMI VALLEY, CA, 93065

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$4.8M|$0|$0|

| 2023|1|$4.2M|$0|$1,829|

| 2022|1|$3.5M|$0|$27,000|

## Similar Plans

- [Silvertrust Funding, INC.](https://planprovider.pro/companies/silvertrust-funding-inc-401k-plan) — 2 participants

- [Affiliated Capital Resources](https://planprovider.pro/companies/affiliated-capital-resources-plan) — 2 participants

- [Hamilton Ridge Asset Management, INC.](https://planprovider.pro/companies/hamilton-ridge-asset-management-inc-401k-plan) — 2 participants

- [Mansfield Equities, INC.](https://planprovider.pro/companies/mansfield-equities-inc-plan) — 2 participants

- [Bailey Mortgage Enterprises, INC.](https://planprovider.pro/companies/bailey-mortgage-enterprises-inc-401k-plan) — 2 participants

- [Landers Direct INC.](https://planprovider.pro/companies/landers-direct-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/banner-financial-services-inc-plan)

© 2026 PlanProvider.Pro