2023 Form 5500 filing — Commercial Bank And Trust Co. 401k Profit Sharing 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 20240730153008NAL0021052737004) for Commercial Bank And Trust Co. 401k Profit Sharing Plan, reported by Commercial Bank & Trust Company under EIN 62-0167630 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730153008NAL0021052737004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commercial Bank & Trust Company
- EIN
- 62-0167630
- Plan number
- 002
- Location
- Paris, TN
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,452,399
- Net assets (EOY)
- $23,452,399
- Employer contributions
- $527,407
- Participant contributions
- $1,000,662
- Total income / additions
- $4,579,815
- Benefits paid
- $2,908,906
- Administrative expenses
- $20,497
- Total expenses
- $2,929,403
- Net increase / (decrease)
- $1,650,412
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | not reported in the loaded dataset | $0 | $57,121 |
| Voya Retir Insurance And Annuity Co | SERVICE PROVIDER | $0 | $0 |
| Alexander Thompson Arnold | not reported in the loaded dataset | $0 | not reported in the loaded dataset |