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Sponsor portfolioTH

BANK OF FOREST

EIN 64-0157923-banking-Latest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
125
211 WEST THIRD STREET - FOREST, MS 390740060601-469-3663bkforest.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#002401k-$4.2M - 60 part#003ESOP-$1.6M - 65 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 125 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • OF FOREST 401(K) (#002)72%
  • PLAN AND TRUST (#003)28%
Total $5.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)65
  • OF FOREST 401(K) (#002)60
Total 125Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BANK OF FOREST 401(K) PLAN

401k

Assets$4.2M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$1.6M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BANK OF FOREST 401(K) PLAN401k$4.2M602025
003BANK OF FOREST EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$1.6M652024
Retirement plans
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