Pilot Grove Savings Bank retirement plan: assets, participants and fees
What Pilot Grove Savings Bank's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Newport Group | Schedule C ↗ |
| Independent auditor | Eidebailly, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Plan history
Plan assets went from $8M at the end of plan year 2021 to $11.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 95 | $11.6M | $294K | $3,159 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 102 | $10.9M | $283K | $2,804 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 102 | $8.8M | $297K | $2,909 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 104 | $8M | $192K | $1,842 | 0.54% | Not published | Form 5500 ↗ |
Common questions
Does Pilot Grove Savings Bank match 401(k) contributions?
The match terms for the Pilot Grove Savings Bank Employee Stock Ownership Plan have not been published from its filing yet. The plan year 2024 filing reports $294K in employer contributions, about $3,159 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pilot Grove Savings Bank 401(k) match vested?
The vesting schedule for the Pilot Grove Savings Bank Employee Stock Ownership Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pilot Grove Savings Bank 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group. The plan administrator is Pilot Grove Savings Bank.
I left Pilot Grove Savings Bank. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pilot Grove Savings Bank, (319) 469-3951) or the recordkeeper, Newport Group. The Pilot Grove Savings Bank old 401(k) page lists the contacts from every plan filing. Find an old Pilot Grove Savings Bank 401(k)
Data from the public Form 5500 annual reports Pilot Grove Savings Bank filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pilot Grove Savings Bank. Not financial advice. Report a correction · Methodology