Plan Snapshot
- Plan Sponsor: Connection Bank
- Sponsor EIN: 420258320
- Sponsor Address: 636 AVENUE G, FORT MADISON, IA, 526272925
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 69 | $5.9M | $189,123 | $273,776 |
| 2023 | 70 | $5.5M | $184,840 | $273,621 |
| 2022 | 83 | $6.4M | $209,823 | $334,585 |