2023 Form 5500 filing — Cornerstone Capital Bank, Ssb 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 20241007151600NAL0015399969001) for Cornerstone Capital Bank, Ssb 401(K) Plan, reported by Cornerstone Capital Bank under EIN 76-0236067 and plan number 001. It reports 2,047 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007151600NAL0015399969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cornerstone Capital Bank
- EIN
- 76-0236067
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 2,047
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,863,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,863,699
- Employer contributions
- $2,206,644
- Participant contributions
- $8,796,034
- Total income / additions
- $31,142,664
- Benefits paid
- $17,467,263
- Administrative expenses
- $242,019
- Total expenses
- $17,771,675
- Net increase / (decrease)
- $13,370,989
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $127,615 | $0 |
| Commerce Street Investment Advisor | ADVISOR | $109,971 | not reported in the loaded dataset |
| Wealth Management Systems Inc | OTHER SEVICES | $0 | $0 |