Marion County State Bank 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Marion County State Bank
  • Sponsor EIN: 420395450
  • Sponsor Address: P.O. BOX 105, PELLA, IA, 502190105
  • Plan Type: 401(k)
  • Total Participants: 58
  • Total Assets: $19.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202458$19.7M$281,830$465,158
202362$20.3M$291,355$521,353
202260$18.6M$281,769$525,801

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