2023 Form 5500 filing — California Bank Of Commerce Profit Sharing 401(K) 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 20240620120001NAL0001370609001) for California Bank Of Commerce Profit Sharing 401(K) Plan, reported by California Bank Of Commerce under EIN 20-4302114 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.2MReported net assets$20,168,007
Participants198
Provider compensation$40.2K2 Schedule C row(s)$40,228
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240620120001NAL0001370609001
Plan sponsor
California Bank Of Commerce
EIN
20-4302114
Plan number
001
Location
Walnut Creek, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.2M total assets
Net assets$20.2MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$674.7K
Benefits paid / distributions$669.4K
Contributions
Employer$785.5K
Participant$2.2M
Full reported line items
Total assets (EOY)
$20,168,007
Total liabilities (EOY)
$0
Net assets (EOY)
$20,168,007
Employer contributions
$785,530
Participant contributions
$2,170,208
Total income / additions
$5,792,574
Benefits paid
$669,439
Administrative expenses
$5,279
Total expenses
$674,718
Net increase / (decrease)
$5,117,856

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cbiz Investment AdvisoryNONE$0$38,744
American United Life Insurace CoNONE$1,484not reported in the loaded dataset

Related Form 5500 pages