The Pineries Bank 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Pineries Bank
  • Sponsor EIN: 390456670
  • Sponsor Address: 3601 MAIN STREET, STEVENS POINT, WI, 54481
  • Plan Type: 401(k)
  • Total Participants: 10
  • Total Assets: $8.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$8.1M$87,295$16,783
202311$7.4M$81,101$20,194
202212$6.6M$78,129$14,301

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