2023 Form 5500 filing — The Commercial Bank Of Ozark 401(K) Profit Sharing Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240430104840NAL0040168978003) for The Commercial Bank Of Ozark 401(K) Profit Sharing Retirement Plan, reported by The Commercial Bank Of Ozark under EIN 63-0393244 and plan number 001. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3MReported net assets$2,955,797
Participants29
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240430104840NAL0040168978003
- Plan sponsor
- The Commercial Bank Of Ozark
- EIN
- 63-0393244
- Plan number
- 001
- Location
- Ozark, AL
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3M total assets
Net assets$3MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,955,797
- Net assets (EOY)
- $2,955,797
- Employer contributions
- $19,714
- Participant contributions
- $51,289
- Total income / additions
- $409,436
- Benefits paid
- $43,576
- Administrative expenses
- $17,021
- Total expenses
- $60,597
- Net increase / (decrease)
- $348,839