2023 Form 5500 filing — Commerce Bank & Trust Holding Company & Subsidiaries 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 20240919160835NAL0008608432001) for Commerce Bank & Trust Holding Company & Subsidiaries 401(K) Plan, reported by Commerce Bank & Trust Holding Company under EIN 48-0876926 and plan number 002. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919160835NAL0008608432001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Commerce Bank & Trust Holding Company
- EIN
- 48-0876926
- Plan number
- 002
- Location
- Topeka, KS
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,504,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,504,784
- Employer contributions
- $543,689
- Participant contributions
- $1,228,584
- Total income / additions
- $5,249,454
- Benefits paid
- $1,695,886
- Administrative expenses
- $69,110
- Total expenses
- $1,764,996
- Net increase / (decrease)
- $3,484,458
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $51,121 | $0 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $17,991 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |