Sullivan Bancshares, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sullivan Bancshares, INC.
  • Sponsor EIN: 371203570
  • Sponsor Address: 1 SOUTH MAIN STREET, SULLIVAN, IL, 61951
  • Plan Type: 401(k)
  • Total Participants: 20
  • Total Assets: $3.3M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202420$3.3M$42,941$85,940
202319$3.0M$42,112$85,424
202217$3.4M$36,972$84,985

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